Create a Custom App

Follow the steps below to register an application and obtain OAuth credentials:

1. Log in to Salesforce Data Cloud.
2. Click the Setup page.
3. In the Quick Find box, search for App Manager and click the result.
4. On the next screen, click the New Connected App button.
5. Add any name to your app and your email. Then, select:
   • Enable OAuth Settings
   • Enable Authorization Code and Credentials Flow
   • Enable Token Exchange Flow
6. Select the following OAuth Scopes:
   • Manage user data via APIs (api)
   • Perform requests at any time (refresh_token, offline_access)
   • Manage Data Cloud profile data (cdp_profile_api)
   • Perform ANSI SQL queries on Data Cloud data (cdp_query_api)
   • Manage Data Cloud Identity Resolution (cdp_identityresolution_api)
   • Manage Data Cloud Calculated Insight data (cdp_calculated_insight_api)
7. Click Save and Continue.

Create a Custom App for OAuthClient

Follow the steps below to register an application and obtain the OAuth password credentials:

1. Log-in to Salesforce Data Cloud.
2. Click on the Setup page.
3. In the Quick Find box, search for App Manager and click on the result.
4. On the next screen, click on the New Connected App button.
5. Add any name to your app and your email. Then, select:
   • Enable OAuth Settings check.
   • Enable Client Credentials Flow.
   • Enable Token Exchange Flow check.
   • Select an execution user for the flow.
     • From the connected app detail page, click Manage.
     • Click Edit Policies.
     • Under Client Credentials Flow, for Run As, click Magnifying glass icon, and find the user that you want to assign the client credentials flow.
     • For Enterprise Edition orgs, we recommend that you select an execution user who has the API Only User permission.
     • Save your changes.
6. Select the following OAuth Scopes:
   • Manage user data via APIs (api)
   • Perform requests at any time (refresh_token, offline_access)
   • Manage Data Cloud profile data (cdp_profile_api)
   • Perform ANSI SQL queries on Data Cloud data (cdp_query_api)
   • Manage Data Cloud Identity Resolution (cdp_identityresolution_api)
   • Manage Data Cloud Calculated Insight data (cdp_calculated_insight_api)
   • Manage user data via Web browsers (web)
7. Click on Save and Continue.