Enabling Salesforce API accessibility through Connected App
In order for our Buddies to talk to your Salesforce, you need to enable API accessibility to your Salesforce account. You can do this by registering IntelliBuddies as one of the Connected Application as detailed out in the steps below.
Step 1: Login to Salesforce Lightning App Dashboard
Step 2: Click on the settings (gear icon) and select Setup
Step 3: From the left panel under Apps, click on App Manager
Step 4: Click on New Connected App button
Step 5: Specify the Connected App Name and Email
Step 6: Enable OAuth setting
Step 7: Enter a callback URL
Step 8: Add following OAuth scopes from the list of scopes:
- Access and Manage your data (API)
- Allow access to Lightning Applications (lightning)
- Perform requests on your behalf at any time (refresh token, offline access)
Step 9: Click on Save
Step 10: Click on Continue
Step 11: Click on Manage Consumenr Details
Step 12: Copy Consumer Key and Consumer Secret
Step 13: click on Manage
Step 14: click on Edit Policies
Step 15: Change Enforce IP Restrictions to Relax IP Restrictions
Step 16: click on Save