Salesforce

Learn how to setup a Connected App in Salesforce to connect in Middle

To connect to Salesforce via an API a Connected App will need to be set up in Salesforce's developer portal. For this process feel free to reference Salesforce's documentation directly or follow the steps below:

1. To create a Connected App you will need a Salesforce developer account. To create a new account go to https://developer.salesforce.com/signup.

2. Once logged into your developer account go to Setup, enter Apps in the Quick Find box, and select App Manager

3. Click New Connected App

4. Configure the app's basic settings:

   • Enter the connected app’s name, which displays in the App Manager and on its App Launcher tile. The connected app name must be unique within your org

   • Enter the API name used when referring to your app from a program. It defaults to a version of the name without spaces. Only letters, numbers, and underscores are allowed, so if the original app name contains any other characters, edit the default name.

   • Enter your email as the contact email

   • Enter the your phone number for internal usage by Salesforce

   • To display your logo with the connected app on the App Launcher tile, enter a logo image URL. Your logo also displays on the consent page that users see when approving the app. The logo URL must use HTTPS. The logo image must be a GIF, JPG, or PNG file with a file size that’s preferably under 20 KB and no more than 100 KB. We resize the image to 128 pixels by 128 pixels, so be sure that you like how it looks. If you don’t supply a logo, Salesforce generates one for you using the app’s initials.

5. Configure the app's OAuth settings

   • Check off Enable OAuth Settings

   • The Callback URL is your redirect URL. This should be https://{ENTER YOUR INSTANCE NAME HERE}.middle.app/oauth-redirect-uri/

   • For Middle's out-of-the-box Salesforce app, you will need to select the following scopes:

     • Manage user data via APIs (api)

     • Perform requests at any time (refresh_token, offline_access)

   • Check off Require secret for Web Server Flow

6. Save the app

7. Enter your Consumer Key and Consumer Secret into the API Keys section of your Middle Salesforce app as a JSON object. It will resemble the following JSON object:

{
"client_id": "{enter your client_id here}", 
"client_secret": "{enter your client_secret here}"
}

The Connected App setup page