Creating and configuring a connected app inside Salesforce

In order to setup the connection between Salesforce and the eperi sEcure Platform, it is necessary to create and configure a connected app inside Salesforce.

1. Go to your Salesforce org, log in and click Setup.

   

2. In the left pane of the Setup screen, select Platform Tools > Apps > App Manager.

   

3. Create a new connected app by clicking New Connected App in the upper right corner.

   

4. Fill out the required fields in the Basic Information section.

   

5. In the API section, perform the following configuration:
   1. Check the Enable OAuth Settings checkbox.
   2. Enter the following callback URL in the field Callback URL: https://auth.force.com/gateway/callback/auth
   3. From the Available OAuth Scopes add the following entries:
      • Access and manage your data (api)
      • Provide access to your data via the web (web)
      • Perform requests on your behalf at any time (refresh_token, offline_access)

   

6. Click Save at the bottom of the page.
   You are now asked to wait for 2 to 10 minutes.

   

7. Click Continue.
   The details of the new connected app are displayed:

   

8. From the API section, copy the Consumer Key to the clipboard.
9. Switch to the eperi sEcure Platform Admin Console and paste the Consumer Key in the Salesforce Forward Proxy App configuration screen into the Salesforce Consumer Key field:

   

10. Switch back to Salesforce and besides Consumer Secret, click Click to reveal.

    

11. Copy the Consumer Secret to the clipboard.
12. Switch back to the eperi sEcure Platform Admin Console and paste the Consumer Secret in the Salesforce Forward Proxy App configuration screen into the Salesforce Consumer Secret field:

    

13. Click Apply to save your settings.