Excel Add-In for Tableau CRM Analytics

Build 23.0.8839

Creating a Custom OAuth Application

Creating a Custom OAuth Application

The following procedure registers a custom OAuth application in the admin console and obtains the OAuth client credentials, the consumer key and consumer secret:

  1. Access Setup.
    (If you are connecting from a Desktop application, you can access Setup by logging into Salesforce.com and clicking your user name.)
  2. Open a new application.
    • If your organization uses the Salesforce Lightning Experience UI:
      1. Search for "App" in the Quick Find box.
      2. Select App ManagerA (not Manage Connected Apps).
      3. Click New Connected App.
    • If your organization uses the Salesforce Classic UI:
      1. Search for "Apps" in the Quick Find box.
      2. Under Build or Create, select Apps.
      3. Under Connected Apps, click New.
  3. Enter a name to be displayed to users when they log in to grant permissions to your application. Also supply a contact email address.
  4. Select Enable OAuth Settings.
  5. Enter a value in the Callback URL box.
    • If this is a desktop application, set the Callback URL to http://localhost:33333 or a different port number of your choice.
    • If this is a Web application, set the Callback URL to a Website page where you want the user to be returned to, after they have authorized your application.
  6. Assign the following OAuth scopes:
    • Access and manage your wave data (wave_api)
    • Access and manage your data (api)
    • Perform requests on your behalf at any time (refresh_token, offline_token)

After your application is created, click the new application name. The admin console displays the OAuth client credentials, the consumer key, and consumer secret. Record this information for later use.

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Build 23.0.8839