Manage Sources: Salesforce integration

How to setup connected app

Adi Cohen avatar
Written by Adi Cohen
Updated over a week ago

Salesforce connected app setup

In order for you to connect your Salesforce account to Rupert, you'll need to first setup the connected app option in Salesforce.


​Follow these steps for an easy setup

  1. Log in to your Salesforce account and navigate to the Setup menu
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2. In the Quick Find box, type "App Manager" and select it from the results

3. Click the "New Connected App" button

4. Enter a name for your connected app and provide a contact email address

5. Under the API section, select the "Enable OAuth Settings" checkbox

6. Set the callback URL to sfdc://oauth/restapi/success

7. select the "Use digital signatures" checkbox and upload the certificate issued by Rupert

8. Add the following additional scopes:

9. Click the "Save" button to create your connected app

10. On the next page, you'll see the "Consumer Key" and "Consumer Secret" for your app. These values are required in order to authenticate your app with Salesforce

11. In the Quick Find box, type "Users" and select Profiles from the results.

12. Select the Profile group that you wish to associate with the connected app. These are the users Rupert will be able to serve

13. Click Save

That's it!

You've now created a connected app in Salesforce.

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