Pre-requisites

OAuth 2.0 authentication must be enabled in the

Create OAuth 2.0 Client App in Salesforce

In Salesforce, you must create the connected app through which the

Steps:

1. Login: Log in to the Salesforce account in which you want the OAuth 2.0 app to be created. 
2. In the top bar, click Setup.
3. In the left nav bar, search for: apps. Then, navigate to Create > Apps.
4. Create connected app: In the Connected Apps section, click New.

   1. To create a connected app, please complete the listed fields with the appropriate information. Some specifics:
      
      

      Field	Description
      Connected App Name	Display name of the app. Suggested: Trifacta application
      API Name	Please add the value for Connected App Name here.
      Contact Email	Add a valid contact email address.
      Logo image URL	(optional) Upload an app logo as needed.
      Enable OAuth Settings	Select this option.
      Callback URL	Please provide a URL in the following format: Code Block https://<platform_login_url>/oauth2/callback where: <platform_login_url> = the URL that is accessed to log in to D s platform . This value may or may not include a port number.
      Selected OAuth Scopes	Please select the following scopes:1. api2. refresh_token
      Require secret for web server flow	Select this option.

   2. At the bottom of the screen, click Save to save the connected app. 
5. Configure policies: In the left nav bar, select Manage > Connected apps.
   
   1. Then, click the Edit Policies button.
   2. In the Edit Policies screen, click the Manage button.
   3. Under Session Policies, select the TImeout Value. Set this value to 24 hours.
   4. Click Save to save your connected app.

6. Retain values: Your Salesforce connected app configuration is complete. Please acquire the following information from the app listing in Salesforce. These parameter values are needed for creating the OAuth 2.0 client in the 

   D s webapp

   :
   

   Parameter	Description
   Consumer Key	This value is used as the Client Id in D s webapp . Select Click to reveal to display.
   Consumer Secret	This value is used as the Client Secret in D s webapp . Select Click to reveal to display.
   Selected OAuth Scopes	Acquire this values. Unless otherwise specified, these values should include:1. api2. refresh_token
   Access token expires in	Navigate to Manage > Edit Policies. Typically, this value in milliseconds is set to 1 hour (3600000 milliseconds).For more information, see https://help.salesforce.com/articleView?id=connected_app_manage_session_policies.htm&type=5.

7. Save any changes to the connected app.

Scopes for Salesforce

The following scopes are required in the connected app for the 

Create OAuth 2.0 Client for Salesforce

After the Salesforce connected app is created, you must create an OAuth 2.0 client in the 

Steps:

1. Login to the 

   D s webapp

    as a workspace administrator.
2. In the lefthand menu, select User menu > Admin console > OAuth2.0 Clients. 
3. In the OAuth2.0 Clients page, click Register OAuth2.0 Client.

4. Specify the new client. Apply the following values:

   Setting	Description
   Type	Set to salesforce.
   Name	Display name for the OAuth 2.0 client in the D s webapp .
   Client ID	Set this value to the Consumer Key value in your Salesforce connected app.
   Client Secret	Set this value to the Consumer Secret value in your Salesforce connected app.
   Authorization URL	Set this value to the following: Code Block https://login.salesforce.com/services/oauth2/authorize
   Token URL	Set this value to the following: Code Block https://login.salesforce.com/services/oauth2/token
   Scopes	Insert the scopes you specified as a space-separated list.
   Access Token Expires In	Set this value to the corresponding value in your Salesforce connected app. See above.
   Refresh Token Expires In	Set this value to the number of milliseconds after which the refresh token expires. Set the value to 0 (does not expire).

5. To save your OAuth 2.0 client, click Save.

For more information, see Create OAuth2 Client.

Create Salesforce Connection

After you have created the two OAuth 2.0 client references, you can create a connection to your Salesforce data.

For more information, see Create Salesforce Connections.