A Connected App must be configured in SalesForce. Of course, an existing one can be used, if an appropriate App is available and configured.
Access Setup in SalesForce:
Enter "Apps" and select "Build ... Create ... Apps".
Create the connected app. The most important settings are the following:
| Setting | Value | Explanation |
|---|---|---|
| Enable OAuth Settings | ON | OAUTH is required. |
| Callback URL | https://login.salesforce.com/services/oauth2/token(Production or Developer) | The jtel system does not expect callbacks, so the authorisation URL is provided here. |
| Selected OAuth Scopes | Access and manage your data (api) | The jtel system requires access to the data in the SalesForce instance. |
The following screenshot shows an example configuration:
After saving the configuration, the settings "Consumer Key" and "Consumer Secret" can be obtained from the following page. These details must be provided to the jtel system in the next step, see Client Master Data.