Salesforce

➤ To obtain the Client_ID and Client_Secret values for configuring Salesforce in the Seqrite Data Privacy application, follow these steps.

1. Log in to the Salesforce organization you want to index using an administrator account.
2. Select Setup from the User Menu.
3. In the left navigation menu, expand Create under App Setup and click Apps.
4. On the Apps page, go to the Connected Application section and click New to create a new application that will use OAuth2 to access the organization.
5. In the New Connected App page, fill in the fields as shown in the example image below.
   

In the Basic Information section,

1. Enter a meaningful name in the Connected App Name and the API Name.
2. Enter your email address in the Contact Email to receive important notifications and messages from the application.

In the API (Enable OAuth Settings) section,

1. Select the Enable OAuth Settings checkbox.
2. In the Callback URL, enter a dummy but valid secured URL (https://) as https://login.salesforce.com/services/oauth2/callback since it will not be used for this application.
3. From the Available OAuth Scopes list, select the following items and add these to the Selected OAuth list.
   • Access and manage your data (api)
   • Full access (full)
   • Perform requests on your behalf at any time (refresh_token, offline_access)
4. Click Save.
5. Navigate to the page of your newly created connected application, and then locate the API (Enable OAuth Settings) section.

In the API (Enable OAuth Settings) section,

1. Locate the "Consumer Key" value, which is your Client_ID, and copy it. Then, paste it into a secure reference document.
2. Click the "Click to reveal" button next to the "Consumer secret" field to reveal your Client_Secret value. Copy this value, and then paste it into your secure reference document.
3. Save your reference document, and store it in a safe location.
   

   ☛ Note
   If you need to access these values in the future, you can always return to the Salesforce page by following the path Setup > App Setup > Create > Apps and then clicking on the name of the application in the “Connected Apps” list.

Salesforce Permission Set
To create a Salesforce permission set for the Coveo crawler and assign it to your dedicated application and user, follow the instructions given here.

1. Go to the Setup page and click Manage Users followed by Permission Sets.
2. On the Permission Sets page, click New.
3. In the Create page, in the Label and API Name, enter significant names and click Save.
   
4. To create a Salesforce user dedicated to the Coveo crawler see Creating a Dedicated Salesforce Crawling Account and User.