Salesforce

Account Integration using Apps and OAuth

To begin, you will need:

• A Salesforce account.

STEP 1: In iMBrace, create a new credential of type Salesforce OAuth2 API. Copy the URL displayed under OAuth Redirect URL.

STEP 2: In Salesforce, click on the gear icon in the top-right corner and go to [Setup] in the dropdown.

STEP 3: In the left side-bar, go to Platform Tools > [Apps] > [App Manager]. To create a new app to be used with iMBrace, click on [New Connected App] near the top-right corner.

STEP 4: Enter the relevant information into the fields as necessary, then enable the checkbox [Enable OAuth Settings] near the bottom of the screen. Additional options will appear under the checkbox.

STEP 5: Paste the redirect URL copied in step 1 into the Callback URL field. Under Selected OAuth Scopes, select the Full Access and Perform requests at any time scopes.

STEP 6: Save the app settings to create a new app. Resolve any errors and enter any missing information as necessary.

STEP 7: The newly-created app should appear in the list of apps under App Manager. Click on the down-arrow on the right for your app, then click [View] in the dropdown that appears.

At the time of this document, Salesforce has a bug and this down arrow is not clickable unless you first click on the space or the check mark next to it on the left.

STEP 8: Under the API (Enable OAuth Settings) section, go to [Manage Consumer Details].

You may be prompted by Salesforce to perform email verification before continuing.

STEP 9: Identify the consumer key and consumer secret. Copy and paste them into iMBrace under the client ID and client secret fields respectively.

STEP 10: Select the correct environment type, and click [Connect].

DONE: The credential can then be used for Salesforce nodes.