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  • Getting Started
  • Authorization
  • Proxy API

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Prerequisites

Sign up for a free Salesforce Developer account.

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Setup

1

Create a Salesforce External Client App

In order to fetch data from the Salesforce API, you will need to create an External Client App.Navigate to the New External Client App page
  1. Log in to the Salesforce Developer Portal.
  2. In the top right corner of the homepage, click on the gear icon and select Setup.
  3. In the left sidebar, select Platform Tools > Apps > App Manager.
  4. Click on the New External Client App button.
Create the External Client App
  1. Under the Basic Information section, enter your app details. Select Packaged for Distribution State since the app will be installed by your customers.
  2. Click on the API (Enable OAuth Settings) section to expand it and check the Enable OAuth checkbox.
  3. Under the App Settings section, enter the Strata OAuth callback URL:
https://connect.connectstrata.com/oauth/callback
  1. Select at least the following required 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)
  2. Under Flow Enablement, select Enable Authorization Code and Credentials Flow.
  3. Click the Create button to save your app.
2

Get your Consumer Key and Consumer Secret

  1. In the left sidebar, select Platform Tools > Apps > External Client Apps > External Client App Manager.
  2. Click on the Settings tab then expand the OAuth Settings section and click on the Consumer Key and Secret button to view your credentials.
3

Create a Salesforce Integration in Strata

Go to the Strata Integrations Catalog and select Salesforce. Input your app’s Consumer Key, Consumer Secret, and the scopes you requested.
It’s important that the scopes provided in the Strata dashboard exactly match the scopes you requested in your Salesforce app.
Click on the + Test Connection button to verify the OAuth flow is configured correctly.