Configure connected apps in Salesforce

Abstract

Learn how to create and connect a Salesforce app to Maxsight, assign permissions, and enable OAuth settings for secure integration.

Prerequisites

You have already created a profile and integration user. See Configure integration users in Salesforce for the instructions.

You must have Salesforce Administrator access.

Create a connected app

To create the app in Salesforce:

From the Home tab, go to Platform tools > Apps > External Client Apps > Settings.
Activate Allow creation of connected apps.
Select the New Connected App button.
From the New Connected App page, filled in the required details, giving the app a unique name.
Activate the Enable OAuth settings and select the following options:
1. Add Manage user data via APIs (api) scopes from the Available OAuth Scopes list.
2. From the checklist, select:
  - Require Proof Key for Code Exchange
  - Require Secret for Web Server Flow
  - Require Secret for Refresh Token Flow
  - Enable Client Credentials Flow
Select Save.
Select Manage Consumer Details. An email is sent to you with a verification code.
Enter the verification code in Salesforce to verify your identity and select Verify.
You can now see your Consumer Key and Consumer Secret. Take note of these as you need them to configure webhooks in Maxsight.
You can now connect the app.

Connect the app

To connect the app:

From the Setup Home tab, go to Platform Tools > Apps > App Manager.
Open the dropdown menu next to the app name and select Manage.
Select Edit Policies.
Navigate to Client Credentials Flow and, in the Run as field, select the integration user you had previously created in Configure integration users in Salesforce.
Select Save.
You can now assign permissions to a user.

Assign permissions for the integration user

Assigning the correct permission sets gives users the access they need to fully take advantage of the Moody's Maxsight for Salesforce’s features, helping them work efficiently and ensuring everything stays secure and well-organized.

To assign Maxsight app permissions:

From the Home tab, go to Administration > Users > Users.
Select the user you previously created in Create an integration user.
Assign the Maxsight Connector Read-Write permission set:
1. Select Permission Set Assignments.
2. Select the Permission Set you want to edit.
3. Navigate to and select Assigned Connected Apps.
4. Select Edit.
5. Select the Connected app that you created in the previous section.
6. Select your app from the list, select Add until the app appears in Enabled Connected Apps.
7. Select Save.
  You are now able to configure webhooks in Maxsight for Moody's Maxsight for Salesforce.

Additional information

In this section: