Authenticate Actions In Salesforce

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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 signature is 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’