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 Connected App button; a dialog box appears. |
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5.
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Select Create a Connected App, and then click Continue; the New Connected App page appears: |
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6.
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Under the Basic Information group, configure the following: |
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In the 'Connected 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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7.
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Under the API (Enable OAuth Settings) group, configure the following: |
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a.
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Select the 'Enable OAuth Settings' check box. |
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b.
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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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For Selected OAuth Scopes, select the following scopes from the Available OAuth Scopes list: |
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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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Select the 'Enable Client Credentials Flow' check box. |
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8.
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Click Save; the connected app is created and is now listed in the App Manager list. |
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9.
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In the App Manager list, click the down-pointing arrow corresponding to the new connected app, and then from the drop-down menu, choose Manage. |
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10.
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Click the Edit Policies button, and then configure the following: |
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a.
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From the 'Permitted Users' drop-down list, select All users may self-authorize. |
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b.
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For 'Refresh Token Policy' it's recommended to select Expire refresh token after 24 Hour(s). This means that once the user logs into Salesforce from Meeting Insights, the user only needs to log in again after 24 hours. |
