Create a connected app
A. Create a connected app
Here's an overview of the steps involved in setting up a Connected Salesforce app to integrate Chaine with SalesForce.
You must have a SalesForce Admin account to proceed.
1. Go to settings, and then on the left side under "PLATFORM TOOLS", under "Apps", select "App Manager"
![salesforce settings](/assets/images/1-setup-menu-3daad0b0779bdd99aa85435a9b3df894.png)
![salesforce settings side menu](/assets/images/2-app-manager-4b7e30131cff534e1f399a11fff7cc71.png)
2. When in the "App Manager", click the New Connected App
button
![salesforce app manager](/assets/images/3-new-connected-app-5e84d433e4e592391d3afab7d301e12a.png)
3. Fill out the "Basic Information". Only the required fields are need. You can copy paste the below for simplicity:
App Name:
Chaine
Contact Email:
team@chaineapp.com
Logo Image URL and Icon URL (Optional):
https://chaine-docs-handbook-v1.s3.amazonaws.com/img/logo.svg
Info URL (Optional):
https://handbook.chaineapp.com/product-guide/apps/salesforce
Description (Optional):
Chaine connected app lets you to sync available loads in Revenova with Chaine
Here's how it should look:
![salesforce new connected app](/assets/images/4-app-info-8d331b49de060cb9b992d7d5895edd16.png)
4. Under "API (Enable OAuth Settings)", check the box labeld Enable OAuth Settings
.
![salesforce enable OAuth settings](/assets/images/5a-enable-oauth-settings-8f58221e58bd453fd132e4ee0e88de1c.png)
5. In the Callback URL
, you must put the following:
Staging:
https://api.staging.chaineapp.com/oauth/app/callback/salesforce
Prod:
https://api.chaineapp.com/oauth/app/callback/salesforce
NOTE: For Chaine developers, the
salesforce
path on the callback url gets removed from API Gateway mappings.
6. Under Selected OAuth Scopes, you must include Full access (full)
and Perform requests at any time (refresh_token, offline_access)
.
![salesforce OAuth scopes](/assets/images/5b-selected-oauth-scopes-47082577e774c08c8e6f31146d448d02.png)
7. Select the two boxes labeled Require Secret for Web Server Flow
and Require Secret for Refresh Token Flow
These steps are for added security.
![salesforce OAuth scopes](/assets/images/5c-api-checkboxes-852bfe97732b956e9ad20918d29bbc14.png)
8. The overall API section should look like this:
![salesforce api OAuth settings](/assets/images/5-api-settings-efe433baf46b51c188ad4a3167ea51b2.png)
9. Scroll to the bottom and click Save
.
10. Then click Continue
. And you will be take to the newly created App's page.
11. Select the Manage Consumer Details
button under the "API (Enable OAuth Settings" section)"".
![salesforce manage connected app](/assets/images/6-manage-consumer-details-a2fc56ff1b679b0b0dadef3a8e827d26.png)
12. You will be taken to a new page and will have to Verify Your Identiy by entering a code from your Email. Enter the code sent in your email and click Verify
13. Here, you will be take to a page that shows "Consumer Details" and will be presented with a "Consumer Key" and "Consumer Secret". You will need these two values when you Enable the SalesForce/Revenova integration inside of chaine. You can leave this window open or save these in a secure spot. You will be needing these in the next section.
![salesforce connected app consumer details](/assets/images/7-consumer-details-6ea596759e2b37716d3d0639b46f602e.png)
B. Enable SalesForce/Revenova app in Chaine
- Click your Avatar on the top right which will open a menu
- Select
Settings
- In the Settings menu, select
Apps
- Find the SalesForce/Revenova app, and click
Enable
- Enter the
Consumer Key
andConsumer Secret
from the last step in the previous section and click next - You will be taken to SalesForce to Authorize the new App. Sign in with your SalesForce Details
- Click
Allow
. And you are all done.