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
Create a user for the app
1. Create a user that will act on Rupert's behalf.
2. Assign the user the following permissions
● API enabled
● View All Users
● View All Data
● Modify All Data
Create the connected-app
Log in to your Salesforce account and navigate to the Setup menu.
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. Select the checkbox “Enable Client Credentials Flow”.
9. Add the following additional scopes:
10. The user you created for the integration needs to be assigned to the Rupert Connect app so we can be delegated access when signing in with the app’s credentials.
11. Click the "Save" button to create your connected app.
12. 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.
13. In the Quick Find box, type "Users" and select Profiles from the results.
14. Select the Profile group that you wish to associate with the connected app. These are the users Rupert will be able to serve.
15. Click Save
That's it!
You've now created a connected app in Salesforce.
Please navigate to Rupert’s manage sources tab, and provide the following:
● Consumer Key
● Consumer Secret
● Your salesforce URI
● The username
When you save your login details in Rupert, an admin consent screen will appear.
This is because your organization uses the setting “Users are pre-approved by an admin.”
As a result:
End users will not see a consent screen when Rupert logs in on their behalf.
Instead, an admin must review and approve the permissions (scopes) requested by Rupert.
This one-time admin approval applies to all users, allowing seamless login without additional prompts.