Power BI Connector for Salesloft

Build 24.0.9060

Creating a Custom OAuth Application

Creating a Custom OAuth Application

CData embeds OAuth Application Credentials with CData branding that can be used when connecting to Salesloft via a desktop application or a headless machine. If you want to use the embedded OAuth application, all you need to do to connect is to:

  • set AuthScheme to OAuth,
  • get and set the OAuthAccessToken, and
  • set the necessary configuration parameters.

(For information on getting and setting the OAuthAccessToken and other configuration parameters, see the Desktop Authentication section of "Connecting to Salesloft".)

However, you must create a custom OAuth application to connect to Salesloft via the Web. And since custom OAuth applications seamlessly support all three commonly-used auth flows, you might want to create custom OAuth applications (use your own OAuth Application Credentials) for those auth flows anyway.

Custom OAuth applications are useful if you want to:

  • control branding of the authentication dialog;
  • control the redirect URI that the application redirects the user to after the user authenticates; or
  • customize the permissions that you are requesting from the user.

Procedure

To create a custom OAuth application and obtain the OAuthClientId, OAuthClientSecret, and CallbackURL:

  1. Go to https://accounts.salesloft.com/oauth/applications/.
  2. Specify a name for your new application.
  3. Specify a Redirect URI.
    The Salesloft console displays the Client Id and Client Secret in the App Credentials section, under Application Information.
  4. Now define your application's CallbackURL:
    • In your new application settings, go to OAuth & Permissions > Redirect URLs.
    • Click Add a New Redirect URL.
    • Set the callback URL to http://localhost:33333, or another port of your choice.

Save the Client Id, Client Secret, and Callback URL for future use.

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Build 24.0.9060