Creating a Connected App in Salesforce

  1. Log into Salesforce. Click the Gear Icon, and then click "Setup" from the drop down menu.

  2. Using the Quick Find Search box, search "Apps", and select "App Manager"

  3. Click "New Connected App"

  4. Enter a name for the App. Please note that it must be a unique name within your Organization.

Enabling OAuth Settings

  1. In the API (Enable OAuth Settings) area of the page, select "Enable OAuth Settings".

  2. Set Callback URL to β€œ”

  3. Complete the Following Fields:

    1. Check the "Enable OAuth Settings" Box

    2. Check the "Require Secret for Web Server Flow" box

    3. Check the "Require Secret Refresh Token Flow" box

    4. Ad the Three Scopes below to the "Select OAuth Scopes" box

      1. Access unique user identifiers (openid)

      2. Manage user data via APIs (api)

      3. Perform requests at any time (refresh_token, offline_access)

  4. Save the app. Back on the "Manage Connected Apps" screen, you should see a button for "Manage Consumer Details"

  5. Copy the following values and enter them in the Merge Dashboard

    1. OAuth Client ID

    2. OAuth Client Secret

SalesForce Help Center Articles to Aid Process

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