Creating a Connected App in Salesforce
What is a Connected App?
Quality Clouds authenticates with Salesforce by creating a Connected App and obtaining an OAuth token to access your org via the REST and Metadata APIs.
Connected Apps add additional levels of control, allowing administrators explicit control over who can use the application, and various security policies to be enforced by the application.
Creating a Connected App
→ To create a Connected App
- Use Salesforce to create a new connected app.
- In Lightning Experience, use the App Manager to create connected apps. From Setup, enter App in the Quick Find box, then select App Manager. Click New Connected App.
- In Salesforce Classic, from Setup, enter Apps in the Quick Find box, then select Apps (under ). Under Connected Apps, click New.
- Fill in the following information:
Attribute Value Connected App Name QualityClouds
API Name QualityClouds
Contact Email help@qualityclouds.com
Contact Phone +44 20 3290 0456
Description QualityClouds connection for REST API calls
- Select Enable OAuth Settings.
- Set the Callback URL to: https://scan.qualityclouds.com/sf_instance/code_callback.
- From Available OAuth Scopes, add Manage User Data via APIs (api), and Perform requests on you behalf at any time (refresh_token, offline_access). These settings allow Quality Clouds to access the logged-in user’s account using APIs, such as REST API and Bulk API. They also allow Quality Clouds to refresh the token if it has expired, up to the expiration date of the refresh token itself, which can be configured on the Connected App.
- Click Save and continue.
The Consumer Key
is created and displayed, and the Consumer Secret
is created (click the link to reveal it).
Note the Consumer Key
and the Consumer Secret
values to use it in the setup of your Salesforce environment in Quality Clouds.
You can now continue the set-up by defining your orgs in Quality Clouds.