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Sv translation
languageen

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:

Image Added

Enter "Apps" and select "Build ... Create ... Apps".

Image Added

Create the connected app. The most important settings are the following:

SettingValueExplanation
Enable OAuth SettingsONOAUTH is required.
Callback URL

https://login.salesforce.com/services/oauth2/token(Production or Developer)

https://test.salesforce.com/services/oauth2/token(Sandbox)

The jtel system does not expect callbacks, so the authorisation URL is provided here.
Selected OAuth ScopesAccess and manage your data (api)The jtel system requires access to the data in the SalesForce instance.



The following screenshot shows an example configuration:

Image Added

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.


Sv translation
languagede

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:

Image Modified

Enter "Apps" and select "Build ... Create ... Apps".

Image Modified

Create the connected app. The most important settings are the following:

SettingValueExplanation
Enable OAuth SettingsONOAUTH is required.
Callback URL

https://login.salesforce.com/services/oauth2/token(Production or Developer)

https://test.salesforce.com/services/oauth2/token(Sandbox)

The jtel system does not expect callbacks, so the authorisation URL is provided here.
Selected OAuth ScopesAccess and manage your data (api)The jtel system requires access to the data in the SalesForce instance.



The following screenshot shows an example configuration:

Image Modified

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.