Steps:
The steps on how to create a Connected App in Salesforce, which will generate a Client ID and Secret that you need to provide to the Salesforce SDK.
Steps: https://help.salesforce.com/s/articleView?id=platform.ev_relay_create_connected_app.htm&type=5
Steps: https://help.salesforce.com/s/articleView?id=platform.ev_relay_create_connected_app.htm&type=5
- Go to Setup > External Client Apps > Settings. Enable AllowCreation of connected apps, and then click on New Connected App.
- Provide the settings below and ensure to disable PKCE.
- Callback URL: https://www.workato.com/oauth/callback
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OAuth Scopes:
Access the identity URL service (id, profile, email, address, phone)
Manage user data via API (api)
Perform requests at any time (refresh_token,offline_access - Require Secret for Web Server Flow
- Require Secret for Refresh Token Flow
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Enable Require Authorisation Code and Credentials Flow
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Click on Manage Consumer Details to Generate the Consumer Key and Secret. Copy and save it.
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Go to Managed Connected Apps > Select the Connected app you created
Select Relax IP Restrictions, and the Refresh token is valid until revoked
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In the Salesforce SDK connection, paste the Consumer Key and Secret retrieved from Salesforce.
In the Salesforce community custom domain URL, retrieve it from the customer's profile in Salesforce.
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There should be an Assignment Rule ID field for creating accounts in batches.
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