Create application in Salesforce

You will find a quick guide to creating an application in Salesforce below. The settings that are relevant for the Intrexx Salesforce Connector are discussed there.

Detailed information on creating applications in Salesforce can be found under the following link in the Salesforce online help: Configure Basic Connected App Settings

Step-by-step guide

Proceed as follows to create an application ("New connected application") in Salesforce:

  1. In Setup, enter "Application" in the quick search field and select "Application Manager".

  2. Click on "New connected application".

    The "New connected application" page is displayed.

    Name of the connected application

    Enter a name for the connected application. The name must be unique within your organization.

    API name

    Salesforce suggests the name of the connected application given above as the API name. You can leave this as it is. However, you can also assign a different API name.

    Make a note of the API name. You will need this to set up the external data group in Intrexx (Create external data group in Intrexx application).

    Contact email

    Enter the email address at which you would like to receive notifications from Salesforce.

    Enable OAuth settings

    Select this checkbox. The fields required to configure OAuth2 are then displayed.

    Feedback URL

    Enter the feedback URL here. This corresponds to the redirect URI in the Intrexx Salesforce Connector.

    You can only enter the feedback URL (redirect URI) after you have created the Intrexx Salesforce Connector.

    Detailed information on the redirect URI can be found in the section Redirect URI.

    Selected OAuth scopes

    Select the desired scope here.

    Detailed information on OAuth scopes can be found under the following link in the Salesforce online help: Enable OAuth settings for API integration

    Deactivate the following checkbox:

    • "Request extension "Proof Key for Code Exchange (PKCE)" for supported authorization flows"

    Select the following checkboxes:

    • "Secret required for web server flow"

    • "Secret required for update token flow"

    • "Activate flow for client credentials"

    • "Activate flow for authorization code and credentials"

  3. Click on "Save".

Your next steps

Copy consumer details from Salesforce application