Create a Salesforce Connected App

Once created, this can be used to integrate with Qvidian using OAuth. For more information, see Connection Information.

Note: If you are intending on using an external client app for your Salesforce integration, please see Create an External Client App.

  1. Log into Salesforce as an administrator.
  2. Click the Setup link located at the top of the page.
  3. On the tree view under Build, click Create to expand the node.
  4. Select Apps.
  5. Click the New button within the Connected Apps section.
    6. SFDC Connected App page
  6. Enter the following Basic Information:
    • Enter the Connected App Name as appropriate for your system. This will automatically populate the API Name field.
    • Enter the Contact Email. This will be: qvidian-support@uplandsoftware.com.

      • Note: The required fields will be noted with a red bar.

  7. Enter the following API (Enable OAuth Settings) information: 
    • Select the Enable OAuth Settings checkbox.
    • Enter the following Callback URL: http://login.salesforce.com/services/oauth2/success.
    • Select the Use digital signatures checkbox and click the Choose File button to upload a password protected server certificate file (e.g.: server.cer). A non-password protected copy of this server certificate will be required later on during the configuration process.

      • Note: To create a password protected certificate file, please see the Salesforce DX Developer Guide: https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_auth_key_and_cert.htm.

    • Add the following OAuth scopes to the Selected OAuth Scopes field: 
      • Access and manage your data (api)
      • Access custom permissions (custom_permissions)
      • Access your basic information (id, profile, email, address, phone)
      • Allow access to Lightning applications (lightning)
      • Allow access to your unique identifier (openid)
      • Full acess (full)
      • Perform requests on your behalf at any time (refresh_token, offline_access)
      • Provide access to custom applications (visualforce)
      • Provide access to your data via the Web (web)
    • Select the Require Secret for Web Server Flow checkbox.
    • Select the Require Secret for Refresh Token Flow checkbox.
  8. Click Save. The “Connected App” properties page for the new app will be displayed.
    9. Connected App Name page

    Tip: Please note the Consumer Key near the top of the API (Enable OAuth Settings) section. You will need to copy this key later on in the configuration process.

  9. Navigate to: Administration | Manage Apps | Connected Apps. Scroll down to the Profiles section and click Mange Profiles to display the Application Profile Assignment page.
  10. Select all the Profiles that you want to have access to the connected app.
    11. Application Profile Assignment Page
  11. Click Save and return to the Connected App Detail page.
  12. Return to the Qvidian application and log in with a credential that has SFDC connection administrative permissions. For instructions on how to complete the configuration process, see Connection Information.