You must configure a connected app in the onboarded Salesforce org to provide authentication and authorization for the Conga Platform services.

Prerequisites

Callback URL of your Salesforce org: The callback URL is your domain URL (Setup > My Domain).

To view your current domain URL:

  1. Go to Setup.
  2. Enter my domain in the Quick Find box and select My Domain.
  3. Copy the URL from My Current Domain URL. This URL is specific to the instance you are connected to. For example, <Domain Name>.my.salesforce.com. 

To create a connected app

  1. Log in to the Salesforce portal as an administrator.
  2. Go to Setup. In the Quick Find box, Enter App Manager and click App Manager in the suggestions. The Lightning Experience App Manager page appears.
  3. Click New Connected App.

  4. Fill in the following details in the Basic Information section.

    Field

    Description

    Connected App Name

    Enter the connect app's name, which displays in the App Manager and on its App Launcher tile. For example, RLSInstance.

    API NameThe API name is generated automatically based on the name of the connected app.
    Contact EmailEnter the email address of the administrator managing the connected app. 

  5. Fill in the following details in the API (Enable OAuth Settings) section.

    Fields

    Description

    Enable OAuth Settings

    		Select this to define the OAuth settings. When you enable this field, additional settings are displayed under the API (Enable OAuth Settings) section.

    Enable for Device Flow

    		Select this to enable the connected app for an external application.

    Callback URL

    The callback URL is your current domain URL. Refer to the prerequisites section to know your domain URL.

    When you select the Enable for Device Flow field, the callback URL is generated by default. Add your current domain URL to the callback URL.

    You can also add other URLs in separate lines. 

    Use Digital Signatures

    Leave this option unchecked.

    Selected OAuth Scope

    		Select Full access (full) and move to Selected OAuth Scopes by clicking the Add arrow.

    Require Secret for Web Server Flow

    		Select this to require the connected app to provide a consumer secret for authorization.

    Require Secret for Refresh Token Flow

    		Select this option to include the connected app’s client secret in the refresh token flow's authorization request. If you do not select this option and a connected app sends the client secret in the authorization request, Salesforce still validates it.

    Enable Client Credentials Flow

    		Select this option to let this connected app use the OAuth client credentials flow. 

    Enable Authorization Code and Credentials Flow

    		Select this option to let this connected app use the authorization code and credentials flow. This flow is supported only for Experience Cloud users. 

    Introspect All Tokens

    Select this option to authorize a single connected app to introspect all access and refresh tokens within the entire org. As part of the authorization process, the authorization server validates, or introspects, the client app’s access token. If the access token is current and valid, the client app is granted access. For more information, see OpenID Connect Token Introspection.

    Enabling this option reduces repetitive token requests during each login, minimizing the need for multiple logins to Salesforce.

  6. Leave all other fields blank. Click Save.

Changes can take up to 10 minutes to take effect. 

After you create a connected app, the system generates a consumer key and consumer secret to enhance the security of your connected app. The consumer key serves as a unique identifier for the customer within the Salesforce system, while the consumer secret validates the ownership and authorization associated with the consumer key.

To capture consumer key and consumer secret

  1. Log in to the Salesforce portal as an administrator.
  2. Go to Setup. In the Quick Find box, Enter App Manager and click App Manager in the suggestions.
  3. Find the connected app, click the drop-down () icon, and then select View.
  4. Next to Consumer Key and Secret, click Manage Consumer Details.
    You are prompted to verify your identity using one of your registered methods.
  5. In the Consumer Details section, click Copy next to Consumer Key and Consumer Secret and save them for future use.


Next Step: Configuring the Conga Platform