Actions
Authenticate Actions In Salesforce
Setting up the Salesforce OAuth App
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Login to Salesforce.
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Click on Setup (top right).
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Go to App Manager (you can search it under Quick Find).
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Click on New Connected App.
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Name your app appropriately - to indicate that Glean will have access to this data - eg. “Glean Sales App”
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Enable Oauth Settings and under callback URL - copy over the callback URL from the Authentication section of the SOQL Action page.
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Ensure Use digital signature is unchecked.
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Add api and refresh_token, offline_access scopes.
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Remember to Uncheck “Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows”.
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Hit Save.
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From API > Consumer Key and Secret, click Manage Consumer Details and copy the Consumer Key and Consumer Secret on to the SOQL Action page.
- 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’
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