How to Create a Custom Salesforce App and generate a Client ID and Secret
How to Create a Custom Salesforce App and Generate a Client ID and Secret
Creating a custom Salesforce app and generating a Client ID and Secret is essential for integrating Salesforce with other applications. Follow these steps to create a custom Salesforce app and generate the necessary credentials.
Step 1: Access the Salesforce Developer Console
Log in to your Salesforce account and access the Developer Console.
Step 2: Navigate to the Apps Manager
To create an application in Salesforce, navigate to Setup > Apps > Apps Manager.
Step 3: Create a New Connected App
Click on the New Connected App button to start creating your custom app.
Step 4: Enter App Information
On the New Connected App menu, enter the required information, including:
- App Name
- App Type
- Description
- Company name and URL
- Upload App logo
Step 5: Set the Redirect URL
Enter a valid redirect URL for your application in the App Redirect URL field. The Bold BI redirect URL should be added in the proper format required.
Note: Please refer to this URL structure: https://<yourdomain>/bi/designer/v1.0/oauth/agent.
Step 6: Add Scope
Add the needed scope for your application.
Step 7: Save Your App
Click the Save button to create your custom Salesforce app.
After saving, you will be provided with a Client ID and Client Secret. These credentials are essential for integrating your custom Salesforce app with other applications.
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