Salesforce Connected App Setup

For a third party integration to update content within Salesforce, there needs to be a connected app set up in the Salesforce account to manage access to the Salesforce data. This topic covers how to set that up.

Create a new connected app

Steps

  1. From Setup, navigate to the App Manager page and click the New Connected App button:
    New Connected App Button
    New Connected App Button
  2. On the New Connected App screen, enter the required fields of Connected App Name and Contact Email as well as any other appropriate information. The API Name will automatically be generated from the Connected App Name:
    New Connected App Screen
    New Connected App Screen
  3. Select Enable OAuth Settings.
  4. Enter https://insights.wicketlabs.com/authorization-complete for the Callback URL and select the following OAuth Scopes:
    • Manage user data via APIs (api)
    • Perform requests at any time (refresh_token, offline_access)
    • Manage Customer Data Platform profile data (cdp_profile_api)

    Leave both Require Secret for Web Server Flow and Require Secret for Refresh Token Flow checked.

    OAuth Setup
    OAuth Setup
  5. Click the Save button and the Continue button on the next page:
    Continue to Next Page
    Continue to Next Page

Consumer Key and Consumer Secret values

You next need to retrieve the Consumer Key and Consumer Secret values.

Steps

  1. From the App Manager page, click the down arrow next to the app you created and click View:
    App Manager
    App Manager
  2. Click the Manage Consumer Details button:
    Manage Consumer Details
    Manage Consumer Details
  3. Click the Copy button next to both the Consumer Key and Consumer Secret and save these values elsewhere. You will need to enter both values when adding the Salesforce Publish Integration:
    Copy Key and Secret
    Copy Key and Secret