When To Create a Custom OAuth Application

If you do not have access to the user name and password or do not wish to require them, you can use OAuth authentication. FinancialForce with SSO uses the OAuth authentication standard, which requires the authenticating user to interact with FinancialForce with SSO via the browser. CData embeds OAuth Application Credentials with CData branding that can be used when connecting via a headless machines. Web applications require a custom OAuth application.

You may choose to use your own OAuth Application Credentials (as opposed to using the embedded application) when you want to

• control branding of the Authentication Dialog
• control the redirect URI that the application redirects the user to after the user authenticates
• customize the permissions that you are requesting from the user

Create a Connected App

To obtain the OAuth client credentials, consumer key, and consumer secret:

1. Log in to FinancialForce.com.
2. From Setup, enter Apps in the Quick Find box and then click the link to create an application. In the Connected Apps section of the resulting page, click New.
3. Enter a name to be displayed to users when they log in to grant permissions to your app, along with a contact Email address.
4. Click Enable OAuth Settings and enter a value in the Callback URL box. If you are making a desktop application, set the Callback URL to http://localhost:33333 or a different port number of your choice. If you are making a web application, set the Callback URL to a page on your Web application you want the user to be returned to after they have authorized your application.
5. Select the scope of permissions that your application should request from the user.
6. Click your application name to open a page with information about your application. The OAuth client credentials, the consumer key, and consumer secret are displayed.