Before you begin

Ensure that you have created a digital certificate as per your organization's security policy.

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 App Manager, and then click App Manager to navigate to the Lightning Experience App Manager.

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 http://localhost:1717/OauthRedirect.

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:

  • Manage user data via APIs (api)

  • Manage user data via Web browsers (web)

  • Perform requests at any time (refresh_token, offline_access)

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.

Consumer Key is the same as Client ID.

14

Click Manage > Edit Policies.

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 Manage Profiles > Manage Permission Sets.

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.

For more information, see Create a Connected App for Your Dev Hub Org in the Salesforce DX Developer Guide.