@@ -17,65 +17,64 @@ description: "Complete guide to creating and configuring a Salesforce OAuth appl
1717<img src = " /images/knowledge-base/salesforce_oauth_app/salesforce_step1_login.png" alt = " Salesforce Developer Login" />
1818
1919
20- ## Step 2: Create a New App
20+ ## Step 2: Enable Connected Apps
2121
22221 . Once logged in, go to ** "Setup Menu"** (Gear Icon) and click ** "Setup"**
23- 2 . Search ** "App Manager"** in the ** "Quick Find"** search box
24- 3 . In ** "App Manager"** , choose ** "New External Client App"**
23+ 2 . Search ** "External Client Apps"** in the ** "Quick Find"** search box
24+ 3 . In ** "External Client App Settings"** , enable ** "Allow creation of connected apps"**
25+ 4 . Click ** "New Connected App"**
2526
2627<img src = " /images/knowledge-base/salesforce_oauth_app/salesforce_step2_create_app.png" alt = " Salesforce App Creation" />
2728
2829## Step 3: Fill Basic App Information
2930
30311 . Fill the necessary app details:
31- - ** App name** : Your application name (e.g., your brand name)
32- - ** API Name** : Your API Name (e.g similar to app name)
33- - ** Distribution State** : Local/Packaged (recommended to set as ** Local** )
34- - ** Other Information** : ** Contact Mail** , ** Contact Phone** , ** Description** , ** Info Url** , ** Logo Image Url** , and ** Icon Url**
32+ - ** Connected App Name** : Your application name (e.g., your brand name)
33+ - ** API Name** : Auto-generated from app name (only letters, numbers, and underscores allowed)
34+ - ** Contact Email** : Your contact email for Salesforce support
35+ - ** Contact Phone** : Your contact phone for Salesforce support
36+ - ** Logo Image URL** : (Optional) HTTPS URL for your app logo (max 100 KB, preferably under 20 KB)
37+ - ** Info URL** : (Optional) Web page with more information about your app
38+ - ** Description** : (Optional) Up to 256 characters describing your app
3539
3640 <img src = " /images/knowledge-base/salesforce_oauth_app/salesforce_step3_basic_info.png" alt = " Basic App Information" />
3741
38- ## Step 4: Configure OAuth Settings
39-
4042<Note >
4143Klavis Salesforce MCP Server uses the following OAuth scopes: ` api,refresh_token,offline_access `
4244</Note >
4345
44- 1 . ** Redirect URIs** : Add your callback URL:
45- - ` https://api.klavis.ai/oauth/salesforce/callback `
46+ 1 . In the ** API (Enable OAuth Settings)** section:
47+ - Select ** "Enable OAuth Settings"**
48+ - ** Callback URL** : Enter ` https://api.klavis.ai/oauth/salesforce/callback `
49+
50+ 2 . ** Select OAuth Scopes** : Move required scopes from ** "Available OAuth Scopes"** to ** "Selected OAuth Scopes"** :
51+ - ` Manage User Data via APIs (api) ` - required to manage user data via APIs
52+ - ` Perform requests on your behalf at any time (refresh_token, offline_access) ` - required to perform requests at any time
4653
47- 2 . ** Scopes ** : Move required scopes from ** "Available" ** to ** "Selected" ** Oauth scope menu :
48- - ` api ` (required to manage user data via APIs)
49- - ` refresh_token,offline_access ` (required to perform requests at any time)
50- 3 . Click on ** "Create "** app
54+ 3 . ** Additional Settings ** :
55+ - Enable ** "Require Secret for Web Server Flow" ** if your app can keep the client secret confidential
56+ - Enable ** "Require Secret for Refresh Token Flow" **
57+ - Enable ** "Enable Authorization Code and Credentials Flow "**
5158
52- < img src = " /images/knowledge-base/salesforce_oauth_app/salesforce_step4_callback_and_scopes.png " alt = " OAuth Settings and Connection Configuration " />
59+ 4 . Click ** "Save" ** to create the app
5360
54- ## Step 5 : Get Consumer Key and Secret
61+ ## Step 4 : Get Consumer Key and Secret
5562
5663After creating the app, follow these steps to get the credentials.
5764
58651 . From dashboard, go to ** "Setup Menu"** (Gear Icon) and click ** "Setup"**
59- 2 . Search ** "External Client App Manager"** in the ** "Quick Find"** search box
60- 3 . Click on App that you created. Navigate to Setting -> OAuth Settings
61- 4 . Under ** "App Settings"** , click on ** "Consumer Key and Secret"**
62- 5 . To access credentials, verify your identity using ** verification code** sent to your connected mail.
63- 6 . Copy ** Consumer Key** and ** Consumer Secret** from consumer details menu (keep it secure!)
64-
65- <img src = " /images/knowledge-base/salesforce_oauth_app/salesforce_step5_get_consumer_key_and_secret.png" alt = " Get Consumer Key and Secret" />
66-
67- ## Step 6: Get Remaining credentials (Security Token, Username, Password, Instance Id)
68-
69- 1 . In user settings, ** "My Personal Information"** -> ** "Advanced User Details"**
70- - Get ** Username** from User Details section
71- - Use ** Password** that you set while creating the account.
72- - Copy ** Instance ID** from address bar or Login History -> Login Url tab
73- 2 . Go to user setting, ** "My Personal Information"** -> ** "Reset My Security Token"**
74- - Click ** Reset Security Token**
75- - Security Token is sent to you via mail (keep it secure!)
76- <img src = " /images/knowledge-base/salesforce_oauth_app/salesforce_step6_security_token.png" alt = " Get Security Token" />
77-
78- ## (Optional) Step 7: White Labeling
66+ 2 . Search ** "App Manager"** in the ** "Quick Find"** search box
67+ 3 . Find your connected app in the list and click the dropdown arrow, then select ** "View"**
68+
69+ <img src = " /images/knowledge-base/salesforce_oauth_app/salesforce_step4_view_connected_apps.png" alt = " View Connected Apps" />
70+
71+ 4 . In the ** API (Enable OAuth Settings)** section, click ** "Manage Consumer Details"**
72+ 5 . Verify your identity using the ** verification code** sent to your email
73+ 6 . Copy the ** Consumer Key** and ** Consumer Secret** (keep them secure!)
74+
75+ <img src = " /images/knowledge-base/salesforce_oauth_app/salesforce_step4_view_consumer_key_and_secret.png" alt = " Get Consumer Key and Secret" />
76+
77+ ## (Optional) Step 5: White Labeling
7978
8079<Note >
8180White labeling allows you to customize the OAuth experience with your own branding instead of Klavis AI's.
0 commit comments