Salesforce Actions Setup

​

Setting up the Salesforce OAuth App

1. Login to Salesforce.
2. Click on Setup (top right).
3. Go to App Manager (you can search it under Quick Find).
4. Click on New Connected App.
5. Name your app appropriately - to indicate that Glean will have access to this data - eg. “Glean Sales App”
6. Enable Oauth Settings and under callback URL - copy over the callback URL from the Authentication section of the SOQL Action page.

7. Ensure Use digital signatureis **unchecked.**​
8. Add api and refresh_token, offline_access scopes.​

9. Remember to Uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
10. Hit **Save.**​
11. From API > Consumer Key and Secret, click Manage Consumer Details and copy the Consumer Key and Consumer Secret on to the SOQL Action page.

12. Under Manage Apps > Connected Apps, find your app and under OAuth Policies make sure that in Permitted Users you have selected ‘All users may self-authorize’

​

Action Pack setup instructions

• Search Salesforce with SOQL
• Update Salesforce Opportunity

1. Ensure Salesforce is connected as a data source.
2. Go to Platforms > Actions in Glean.
3. Add a new Salesforce Action;
   1. For Datasource Instance: select your connected Salesforce datasource,
   2. For Authenticate: Select “Central”
4. Update your Publish Settings.