1. Install Sitecore Connect for Salesforce CRM on-prem

Configure the Salesforce Connected App

Version:

To make Salesforce Connect communicate with Salesforce, you must configure the Salesforce Connected app.

Note

These instructions assume you are using the Salesforce Classic user interface. The same configuration is available using the Salesforce Lightning user interface. We recommend you switch to the Salesforce Classic user interface temporarily to complete these steps.

To configure the Salesforce Connected app:

  1. Log in to your Salesforce account.

  2. On the top menu, click Setup.

    Setup option in the Salesforce top menu

  3. In the left menu, click Create and then click Apps.

    Apps option in the Salesforce Build - Create menu

  4. In the Connected Apps section, click New.

    New button in the Connectted Apps section of the Salesforce Build - Create - Apps option

  5. Enter the following values:

    Field nameValueNotes
    Connected App NameSitecore Data Exchange AppThe specific value does not matter.
    API NameSitecore_Data_Exchange_AppSalesforce generates this value based on the app name. It is recommended that this value not be changed.
    Contact Email[your email address]The specific value does not matter.
    Enable OAuth SettingsSelected
    Callback URLhttp://localhostThis value is not used, so the value you enter does not matter.
    Selected OAuth ScopesAccess and manage your data (api)
    Require Secret for Web Server FlowSelected

  6. At the bottom of the screen, click Save.

    Save button in the Canvas App Settings dialog

  7. Salesforce informs you that a new connected app was created. Click Continue.

    Salesforce New Connected App message
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