Prerequisites:

  • The callback URL (or redirect URI) for the client application.

Take the following steps to register your application as a Salesforce Connected App.

  1. Sign in to Salesforce.

    https://login.salesforce.com

  2. Navigate to the Setup page.
  3. Navigate to Apps > App Manager.
  4. Click New Connected App to open the New Connected App form.
  5. Complete and save the New Connected App form. The following list of parameters are required for OAuth.
    • Basic Information
      • Connected App Name: An application name must be specified.
      • API Name: The API Name is based on the application name and generated automatically, but you may modify it.
      • Contact Email: A contact email must be specified.
    • API (Enable OAuth Settings)
      • Enable OAuth Settings: Check this box to enable OAuth.
      • Callback URL (OAuth Redirect URI): Specify one or more callback URLs. This is the URL that Salesforce calls back to your application during the authorization code flow.

        Notes:

        • If you are using Postman to implement or test OAuth connectivity, the callback URL may be either of the following:

          https://oauth.pstmn.io/v1/callback

          https://www.getpostman.com/oauth2/callback

          For details, see Obtaining access and refresh tokens with Postman.

        • If you are using Hybrid Data Pipeline, the callback URL is:

          https://MyHDPDomain:8443/hdpui/oauth2callback

          where MyHDPDomain is the name of the Hybrid Data Pipeline host or load balancer.

      • Selected OAuth Scopes: Choose OAuth scopes to define permissions for the application. For example, to grant an application full access to Salesforce resources at any time, you would specify the following scopes:
        • Full access (full): Allows access to all data accessible by the logged-in user, and encompasses all other scopes.
        • Perform requests at any time (refresh_token, offline_access): Allows a refresh token to be returned when the requesting client is eligible to receive one.
        Note: The values you select should be saved to a secure location. You will need to specify these values if you use are using the authorization code flow to obtain access and refresh tokens, as described in Obtaining access and refresh tokens with Postman.
  6. After saving the New Connected App form, the page for the Connected App will be displayed.
  7. Click Manage Consumer Details to obtain the client ID and client secret (Consumer Key and Consumer Secret).
    Note: The values for the client ID and secret should be saved to a secure location. You will need to specify these values for the Client ID and Client Secret connection options.

Results:

You have successfully registered your application as a Salesforce Connected App, as well as obtained the OAuth client ID and client secret.