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Purpose of the document

This document contains detailed information about setting up a connection for the Allyy Salesforce Connector application. A new Connected App should be created to establish a secure connection between the application and Salesforce to retrieve the Consumer Key and Secret. An empty form to be filled with Consumer Key and Secret

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Create a new Connected App

  1. Navigate the setup
Open Setup menu
  1. Find App Manager
Type 'App Manager' in the search bar
  1. Create a new Connected App by clicking in the “New Connected App” button
Click 'New Connected App' button
  1. Fill out the required input fields:
  • Connected App Name: Allyy.io Connector App
  • API Name: Allyy.io_Connector_App
  • Contact Email: your email address
Click 'New Connected App' button
  1. Enable and configure OAth 2.0 settings:
  • Callback URL: https://login.salesforce.com/services/oauth2/success
  • Selected OAuth Scopes:
    • Access Lightning applications (lightning)
    • Access the Salesforce API Platform (sfap_api)
    • Manage user data via APIs (api)
    • Perform requests at any time (refresh_token, offline_access)
Choose correct OAuth Scopes
  1. Click the Save button
  2. Click the Continue button and wait for some time (up to 10 min)
Continue and wait up to 10 min

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Retrieve the Consumer Key and Secret

  1. Click on the Manage Consumer Details button
Click on the Manage Consumer Details button
  1. Paste the verification code
Paste the verification code
  1. Copy key and secret from the opened page and paste them into the application
Copy Consumer Key and Secret Paste Consumer Key and Secret into the application
  1. Click on the “Save and Connect” button
If you see the error like in the picture below, it means, that Salesforce still needs some time to initialize the newly created Connected App. Just go back, and click the Save and Connect button again after some time. In case of the error you should wait a bit more
  1. Click on the “Allow” button The next page should appear if Salesforce had enough time for the Connected App activation.
Click on 'Allow' button Below is the success screen Success screen after authorization request
  1. Copy code parameter from the URL
Copy authorization code Go to the Salesforce app (it should be in the neighbor tab). A popup with input should appear. Past the copied code to the popup and click continue. Insert authorization code

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Success

Connection between Allyy Salesforce Connection application and Salesforce is succesfully established Connection established