Create an Application to Represent the Connector

OpenText recommends using OAuth authentication to retrieve data from Salesforce.

To retrieve content from Salesforce using OAuth authentication, you must create a Salesforce application to represent the connector (you do not need to do this if you intend to authenticate with a user name and password). For information about creating the application, refer to the Salesforce documentation.

The application must be granted the following OAuth scopes:

  • Access and manage your data (api)
  • Perform requests on your behalf at any time (refresh_token, offline_access)

NOTE: When you create the application, ensure that the Redirect URL matches the location where you will run the OAuth configuration tool, by default http://localhost:7878/, as specified by the RedirectURL parameter in the OAuth tool configuration file oauth_tool.cfg.

When you create the application, Salesforce will provide you with an application key (sometimes called a client ID) and application secret (sometimes called a client secret). Make a note of these details because you will need the values to configure the connector.