Salesforce

Create the Connected App

In order to connect Polytomic On Premises to Salesforce, you must create a Connected App in the Salesforce Console. A Connected App allows Polytomic to make a secure connection to Salesforce using OAuth.

To create a new Connected App, go to Setup in Salesforce and open the App Manager, located in Platform Tools.

Click “New Connected App” in the upper right, and provide a name and contact email for the app. The contact email should be one you control.

Check the “Enable OAuth Settings” box to edit the connection settings.

The Callback URL will be a URL served by your Polytomic installation. In the initial setup, this was the
POLYTOMIC_URL environment variable; the callback URL should be set to <POLYTOMIC_URL>/connect/salesforce.

The selected OAuth scopes must include the following:

• Manage userdata via APIs (api)
• Access the identity URL service (id, profile, email, address, phone)
• Perform requests at any time (refresh_token, offline_access)

Click Save and you’ll be presented with the configured app. There are two details to capture here: the consumer key and consumer secret.

Set the following environment variables in your Polytomic installation:

• SALESFORCE_CLIENT_ID is set to the Consumer Key provided by Salesforce
• SALESFORCE_CLIENT_SECRET is set to the Consumer Secret provided by Salesforce

If your Salesforce organization is set to enforce refresh token restrictions by default, you may need to configure the Refresh Token Policy.

Click on Manage Connected Apps, and then click the name of the app you just created ("Polytomic On Premises" in this example).

Verify that the refresh token policy is set to "Refresh token is valid until revoked".