To create an External Client App, follow the instructions in Create an External Client App, or use the step-by-step instructions below.
Create the External Client App (ECA)
- Log into Salesforce and click the “Setup” link at the top right of your home page.
- Search for External Client App Manager in the Quick Find box (or go to Apps > External Client App Manager).
- Click New External Client App to create your ECA.
- Under API (Enable OAuth Settings), check the “Enable OAuth” checkbox, under OAuth Scopes add “Manage user data via APIs (api)”
- Flow Enablement > Enable Client Credentials Flow. Confirm Enablement of the Client Credential Flow.
- Save.
Enable the Client Credentials Flow and Set the Run As User
1. From the ECA's detail page, click Manage, then click Edit.
2. Navigate to Policies tab > OAuth Policies, make sure “Enable Client Credentials Flow” is checked.
3. Run As (Username) > type in a username of the Salesforce user you want this app to act as (this should be a dedicated integration/service user, not a personal login).
4. *IP Relaxation > select Relax API Restrictions
5. Click Save.
Get the Consumer Key and Consumer Secret
- Go to External Client App Manager.
- Click on your app.
- Go to Settings, then open the OAuth Settings tab.
- Click Consumer Key and Secret, then verify your identity.
- Make a note of the Consumer Key and Consumer Secret — you'll enter these into the “Salesforce Consumer Key” and “Salesforce Client Secret” fields when configuring the SiteCapture application.
Get the Salesforce API Base URL
Log into Salesforce and copy your org's My Domain URL from the browser address bar. For example, if your browser shows https://yourcompany.my.salesforce.com/home/home.jsp, you would copy https://yourcompany.my.salesforce.com into the “Salesforce API Base URL” field in SiteCapture.
Note: Salesforce requires My Domain to be enabled to create and use External Client Apps. If your org doesn't yet have a My Domain, enable it under Setup > Company Settings > My Domain before starting.
Next Steps
Once the preceding actions have been taken to set up Salesforce, the next step is to configure the integration in the SiteCapture application. Please see the Salesforce Integration page for instructions.
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