Prerequisites

Please carefully read the following to ensure you can complete the setup:

• You are a System Administrator of your SalesForce instance.

Find your Salesforce subdomain

• Log in to your salesforce account, and view the url of the site you are connected to:
• Paste this URL into the connection guide:
  

Create client credentials

1. Log in to your salesforce instance, click the cog in the top right and select "Setup":
   
   
   
2. In the left sidebar, go to Platform tools > Apps > App Manager:
   
   
   
3. Next, click on "New Connected App":
   
4. Fill in your details under "Connected App Name", "API Name" and "Contact Email"
   
   
   
5. On the same page, select "Enable OAuth Settings", "Enable for Device Flow", and enter the "Callback URL" as "https://login.salesforce.com/services/oauth2/success". Otherwise, enter the following information:
   
   
   
6. In the same menu, check the following settings:
   
7. Next, hit "Save" at the top, then "Continue".
   
8. Once you've saved the application, next, select "Manage":
9. Click on "Edit Policies":
   
   
   
10. Now scroll down to "Client Credentials Flow" and under "Run As" enter a user who is a System Administrator. Click on "Save" once you've added the System Administrator.
    
11. Go to "App Manager" and locate the app you've just created. "MySolution Integration App" in this example. Click on "View":
    
12. Select "Edit":
    
13. Next, click on "Manage Consumer Details":
    
14. You will be directed to a page with Consumer Details at the top:
    
    Copy the Consumer Key and Consumer Secret, and paste them into the connection flow under Client ID and Client Secret respectively:
    
    
    
15. You are then done and can press "Set up integration"