Use this article to configure the Salesforce Connected App that Webex Contact Center uses to configure a Salesforce connector.
Before you begin
To generate a digital certificate, see Create a Private Key and Self-Signed Digital Certificate in the Salesforce DX Developer Guide. |
1 |
Sign in to Salesforce. | ||
2 |
Click Setup at the top-right corner of the page. | ||
3 |
In the Quick Find field, enter | ||
4 |
Click New Connected App. | ||
5 |
Specify the basic information as needed, such as the connected app name and your email address. | ||
6 |
Check the Enable OAuth Settings check box. | ||
7 |
In the Callback URL field, enter | ||
8 |
Check the Use digital signatures check box. | ||
9 |
Click Choose file to upload the digital (X.509) certificate. | ||
10 |
Add the following default OAuth scopes:
For more information, see OAuth Tokens and Scopes in the Salesforce documentation. | ||
11 |
Uncheck the Require Secret for Web Server Flow check box. | ||
12 |
Click Save. | ||
13 |
In the API (Enable OAuth Settings) section, click Copy and save the Consumer Key. Use the Consumer Key to configure the Salesforce Connector using Control Hub. For more information, see Configure a Connector in the Set Up Integration Connectors for Cisco Webex Contact Center article.
| ||
14 |
Click . | ||
15 |
In the OAuth Policies section, choose Admin approved users are pre-authorized for Permitted Users from the Permitted Users drop-down list, and click OK. For more information, see Manage OAuth Access Policies for a Connected App in the Salesforce documentation. | ||
16 |
Click Save. | ||
17 |
Click . | ||
18 |
Choose the pre-authorized user profiles and permission sets that will be used to access the Connected App. For more information, see Permission Sets in the Salesforce documentation.
|