Pre-requisites

This section describes the information needed from the target application team.

• Application Instance's Connectivity Details
• Service Account Details (Client Credentials details)
  Note:

  Admin id: This service account should have read and write privileges to perform all the operations successfully.

Follow the below process to get the Client ID, Client secret key and Security token.

1.  Log in to the Salesforce account using the admin credentials.
   URL: https://login.salesforce.com/ 
2. On the Apps page, Platform Tools > Apps > Apps Manager. Click the New Connected App.
3. New Connected App page appears. 
4. Enter the following details in Basic information:
   • Connected App Name: Enter the app name.
   • API name: Enter the appropriate API name.
   • Contact Email: Enter your email ID to receive messages from the application.
5. In the API (Enable OAuth Settings)section:
   • Enable OAuth Settings: Check the box to enable OAuth settings.
   • Callback URL: Enter dummy URL. Example: https://xyz.com.
   • Selected OAuth Scopes: Select the following and move them to the right side:
     • Manager User Data via APIs(API)
     • Full access(full)
     • Perform requests on your behalf at any time (refresh_token, offline_access)
6. Click Save.
7. After saving the information, you will be redirected to the Manage Connected Apps page. Click Manage Consumer Details under API (Enable OAuth Settings) option. Enter the security password on the next page to your registered email. Upon successfully entering the password, you will be redirected to a page to find the details below:
   • The Consumer Key is the client_id.
   • Next to Consumer Secret, click Copy to get Consumer Secret.
   • The Consumer Key is the client_secret.
8. Click the View profile icon.
9. Click Settings.
10. Click Reset my Security Token from the left side menu.
11. Click Reset Security Token button, you will receive an email with the token. For the Password, you need to combine the Instance URL and reset the security token(Password= Instance URL+Reset Security Token).

Profile ID

Follow the steps to get a Profile ID.

1. Click Quick Settings.
2. Click Setup.
3. Click Users > Profiles.
4. Click System Administrator.
   
5. Copy the highlighted part and paste it into the notepad. This is the Profile ID which will be needed for configuration.
6. Under the Settings menu, navigate to Identity > OAuth and Open ID Connect Settings.
7. Enable Allow OAuth Username Password Flows.