Creating Salesforce OAuth App

Overview

An app is an OAuth connector that allows Azavista to communicate with Salesforce. It must be created in Salesforce before configuring the integration in Azavista.

After creation, the app may take some time to become available (usually around 30 minutes).

Step-by-Step Approach

1. Create the App

• On the Salesforce dashboard, go to Setup.
• Navigate to App Manager (In the LHN menu search for the App manger ).
• Click New External Client App button.

2. Configure the New App

• External Client App Name – Set as desired (e.g., "Azavista OAuth").
• API Name – Auto-populated after entering the External Client App Name (can be edited if needed).
• Contact Email – Enter the email of the person responsible for the integration.
• Enable OAuth Settings – Check this option.
• Callback URL – Enter the link to the Integrations module of the assigned Azavista environment.

  Replace only the CLIENT_NAME part if a private cluster has been assigned, or use 3.0.app.

  Alternatively, copy the link directly, but remove everything after details, as shown below:

  1. https://staging.azavista.com/global-processes/integrations/details
  2. https://3.0.app.azavista.com/global-processes/integrations/details
  3. https://CLIENT_NAME.azavista.com/global-processes/integrations/details

Selected OAuth Scopes:

• In the left box labeled Available OAuth Scopes, select the following (one at a time):
  1. Full access (full)
  2. Perform requests at any time (refresh_token, offline_access)
• Move both scopes to the right box labeled Selected OAuth Scopes by clicking the Add button.

Security

• Require secret for Web Server Flow --Checked
• Require secret for Refresh Token Flow --Checked
• Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows – Leave unchecked.

Scroll to the bottom and click Create.

3. Edit Policies

After saving, you will be redirected to the App details page.

• Click Edit Policies.

4. Configure the Policies

• Permitted Users – Select All users may self-authorize.
• IP Relaxation – Select Relax IP Restrictions.
• Refresh Token Policy – Select Refresh token is valid until revoked.

Click the Save button.

5. Copy the Consumer Key and Secret

• From the External Client App Listing, click on down arrow key button for selected App.
• Select View Details.
• Expand OAuth Settings Section.
• Click Copy Consumer key and Secret button.
• Once the page loads, you will see the Consumer Key and Consumer Secret.

You will need both the Consumer Key and Consumer Secret to configure Salesforce Integration on the Azavista side.