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Prerequisites

Sign up for a free Salesforce Developer Edition account.

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Setup

1

Create a Salesforce Connected App

Salesforce provides two approaches for gaining API access to a Salesforce account: Connected Apps and External Client Apps. Strata supports both. For the most frictionless authorization process, we recommend using a Connected App since it does not require packaging or extra setup from your customer. For more info, see the Comparison of Connected Apps and External Client Apps Features.Allow creation of Connected Apps
Connected Apps are disabled by default in new Salesforce Developer Edition accounts. If your account is new, complete the following steps to allow Connected App creation. Otherwise skip to the next section.
  1. In the top right corner of the Developer Edition homepage, click on the gear icon and select Setup.
  2. In the left sidebar, under the Platform Tools heading select Apps > External Client Apps > Settings.
  3. Toggle the switch to allow the creation of connected apps.
Create a Connected App
  1. In the top right corner of the Developer Edition homepage, click on the gear icon and select Setup.
  2. In the left sidebar, under the Platform Tools heading select Apps > External Client Apps > Settings. Click the New Connected App button.
  3. Under the Basic Information section, enter your app details.
  4. Check the Enable OAuth checkbox.
  5. Enter the Strata OAuth callback URL:
https://connect.connectstrata.com/oauth/callback
  1. Select at least the following required OAuth scopes:
    • Manage user data via APIs (api)
    • Perform requests at any time (refresh_token, offline_access)
  2. Click the Save button to create your app.
2

Get your Consumer Key and Consumer Secret

  1. After saving your changes, you’ll be redirected to the Connected App detail page.
  2. Click Manage Consumer Details 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.