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Salesforce Connected App in SFDC

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David Heisenberg
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45 views9 pages

Salesforce Connected App in SFDC

Uploaded by

David Heisenberg
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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cHEATSHEET

Connected APP

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INTRODUCTION

A Salesforce Connected App is like a bridge that allows external


applications to connect and interact with Salesforce. It enables
external apps to access Salesforce data and functionalities
securely.

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TERMINOLOGIES
1. Connected App Name: A unique name for the application.
2. API Name: A unique API identifier for the app, usually auto-generated from the
Connected App Name.
3. Contact Email: An email address for the contact person regarding the app.
4. OAuth Settings:
Enable OAuth Settings: Checkbox to enable OAuth for the app.
Callback URL: The URL to which users are redirected after authentication.
Selected OAuth Scopes: Permissions that the app will request, such as api,
refresh_token, full, etc.
5. Permitted Users: Defines who can use the app (e.g., All users, Admins only).
6. IP Relaxation: Settings to specify trusted IP ranges for users accessing the app.
7. Start URL: The URL that users will be directed to upon logging in.
8. Custom Attributes: Any additional attributes specific to the application.
9. Client ID: This is a unique identifier for the connected app.
10. Client Secret: This is a confidential key that acts like a password for the connected
app.

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STEP 1
GO TO SETUP > QUICK FIND BOX > APP MANAGER

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STEP 2
CLICK ON NEW CONNECTED APP AND FILL DETAILS

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STEP 3
CLICK ON HIGHLIGHTED LINK TO GET THE CLIENT ID AND
CLIENT SECRET

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STEP 4
MAKE A POST REQUEST TO GET OAUTH TOKEN

Make a post request to this URI: https://login.salesforce.com/services/oauth2/token?


grant_type=password&client_id={YOUR CLIENT ID}&client_secret={YOUR CLIENT
SECRET} username={YOUR USERNAME}&password={YOUR PASSWORD + SECURITY
TOKEN}

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STEP 5
USE OAUTH TOKEN TO FETCH DATA FROM ORG
Now you can make a callouts from external application to get the data from the org using OAUTH token.
https://YOUR_INSTANCE_URL.salesforce.com/services/data/v53.0/sobjects/account

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