Salesforce Connector 24.4
IDOL Salesforce Connector Help

# Create an Application to Represent the Connector

OpenText recommends using OAuth authentication to retrieve data from Salesforce.

To retrieve content from Salesforce using OAuth authentication, you must create a Salesforce application to represent the connector (you do not need to do this if you intend to authenticate with a user name and password). For information about creating the application, refer to the Salesforce documentation.

The application must be granted the following OAuth scopes:

- Access and manage your data (api)
- Perform requests on your behalf at any time (refresh_token, offline_access)

NOTE: When you create the application, ensure that the Redirect URL matches the location where you will run the OAuth configuration tool, by default `http://localhost:7878/`, as specified by the `RedirectURL` parameter in the OAuth tool configuration file `oauth_tool.cfg`.

When you create the application, Salesforce will provide you with an application key (sometimes called a client ID) and application secret (sometimes called a client secret). Make a note of these details because you will need the values to configure the connector.

Copyright 2024 Open Text
Version 24.4 | Last updated September 2024

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Product: IDOL Salesforce Connector 24.4

Topic Title: Create an Application to Represent the Connector