How to register a local External Client App in Salesforce

✅ Prerequisites

• You have enough permissions to create connected apps

Steps

• Go to setup > Plaftorm Tools > Apps > External Client Apps > External Client App Manager

• Click on New External Client App

• Fill the Basic Information as you wish

API Section

• Check Enable OAuth

• Set Callback URL as https://api.nango.dev/oauth/callback

• Select the following OAuth Scopes:

  • Access the identity URL service (id, profile, email, address, phone)

  • Manage user data via APIs (api)

  • Perform requests at any time (refresh_token, offline_access)

Security Section

• Ensure the that bellow options are checked

  • Require secret for Web Server Flow

  • Require secret for Refresh Token Flow

  • Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows

• Click on Create

Providing credentials to VoiceB

After clicking create it may take a while meanwhile Salesforce generate the Consumer Key and Consumer Secret.

You will find them under OAuth Settings section of your created app. By clicking on Consumer Key and Secret button, Salesforce will request validation sending a code to your email before showing them.

Since Salesforce integration is currently in beta, you'll need to contact VoiceB in order to provide the credentials.