Creating a Connected App in Salesforce
A connected app is a framework that enables an external application (i.e., Meeting Insights) to integrate with Salesforce using APIs and standard protocols.
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To create a connected app: |
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1.
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Sign in to your Salesforce account. |
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2.
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Click the gear ⚙ icon in the top-right corner, and then choose Setup. |
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3.
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In the left navigation menu, expand Apps, and then choose App Manager. |
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4.
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Click the New External Client App button; the New Connected App page appears. |
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5.
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Expand Basic Information, and then do the following: |
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In the 'External Client App Name' field, type a name for the connected app. |
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In the 'Contact Email' field, type the email of the contact person for this integration. |
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6.
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Expand API (Enable OAuth Settings), and then do the following: |
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a.
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Select the 'Enable OAuth' check box: |
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b.
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Under App Settings, in the 'Callback URL' field, enter all these URLs or the URL according to your region: |
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EMEA: https://emea.meetinginsights.com/mi/redirect/salesforce
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Australia: https://au.meetinginsights.com/mi/redirect/salesforce
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Americas: https://americas.meetinginsights.com/mi/redirect/salesforce |
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a.
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Under OAuth Scopes, select the following scopes from the list for the Selected OAuth Scopes pane on the right: |
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Manage user data via APIs (api)
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Perform requests at any time (refresh_token, offline_access)
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a.
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Under Flow Enablement, select the 'Enable Client Credentials Flow' check box: |
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b.
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Under Security, clear the following check boxes: |
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'Require secret for Web Server Flow' |
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'Require secret for Refresh Token Flow' |
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'Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows' |
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7.
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Click Save; the connected app is created and is now listed in the External Client App Manager list. |
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8.
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In the External Client App Manager list, click the down-pointing arrow corresponding to the newly connected app, from the drop-down menu, choose Edit Policies, and then do the following: |
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a.
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Expand OAuth Policies. |
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b.
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Under Plugin Policies, from the 'Permitted Users' drop-down list, select All users can self-authorize:
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c.
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Under OAuth Flows and External Client App Enhancements, select the 'Enable Client Credentials Flow' check box, and then enter the email of your Salesforce administrator: |
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d.
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Under App Authorization, for 'Refresh Token Policy' it's recommended to select the Expire refresh token after specific time option, and then type 24 in the 'Refresh Token Validity Period' field (and 'Refresh Token Validity Unit' to hours). This means that once the user logs into Salesforce from Meeting Insights, the user only needs to log in again after 24 hours. |
