Setup Guide for Salesforce App

Step 1: Setup Salesforce as OAuth Provider

  • Login to your SalesForce account.
  • Switch to the SalesForce Classic mode from profile menu, and then go to the Setup page.
  • From the left pane, under Build section go to Create > Apps.
  • OAuth/OpenID/OIDC Single Sign On (SSO) using Salesforce identity Provider, Create and Setup Salesforce App
  • Scroll down and click on the New button under Connected apps.
  • OAuth/OpenID/OIDC Single Sign On (SSO) using Salesforce Identity Provider, Connected apps
  • You will be taken to the application settings page. Enter the required details such as Connected App Name, API Name and Contact Email.
  • OAuth/OpenID/OIDC Single Sign On (SSO) using Identity Provider, New connected app
  • Check the Enable OAuth Settings checkbox under API(Enable OAuth Settings) section and you will be shown more options to configure.
  • Enter the Callback URL (copy it from the plugin), select the Scopes as required and save the settings.
  • OAuth/OpenID/OIDC Single Sign On (SSO)using Salesforce Identity Provider, Enable OAuth Settings
  • You will be taken to the Application Management page. Here, you will find Consumer key(Client ID) and Consumer Secret(Client Secret).
  • OAuth/OpenID/OIDC Single Sign On (SSO) using Salesforce Identity Provider, Get Consumer ID
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