Follow

Salesforce (Standard) Custom OAuth App Setup

If you are using the new Salesforce Standard (not Lightning experience) please use the following instructions.

Step 1: Go to Salesforce setup as an administrator and use the quick search to search for "App".  Under the options presented choose Build -> Create -> Apps

SF_Standard_Custom_App_Setup_1.png

 Step 2: Scroll down to custom apps and click the new button to add a new Custom App for Kapta.

SF_Standard_Custom_App_Setup_2.png

Step 3:  You will need to create an OAuth application for Kapta, you can call it whatever you like but we recommend calling it Kapta_Integration and putting support@kapta.com as the contact email.  

Click Enable OAuth Settings under the API (Enable OAuth Settings) section.  You will need to add the following call back URLs.  

http://localhost:59497/SalesForceOAuth2

https://app.kaptasystems.com/SalesForceOAuth2

https://appeu.kaptasystems.com/SalesForceOAuth2

If you have a dedicated server you will also need to add a call back to that URL as well.

Lastly, please add the OAuth scope Access and Manage your data (api). It should look like this for reference:

SF_Standard_Custom_App_Setup_3.png

Click save and you will now be able to access your Consumer Key and Consumer Secret key that you should use to update your Kapta integration settings.

SF_Standard_Custom_App_Setup_4.png

If you have any other questions please feel free to contact support@kapta.com.

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk