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Private OAuth 2.0 Apps

Overview

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Unlike many other AutoKitteh integrations, Salesforce does not have a default OAuth app.

A user-managed OAuth app enables you to securely integrate with Salesforce APIs and webhooks on behalf of an authorized user.

This connection mode does not require a preexisting AutoKitteh server-wide configuration. Instead, it allows project owners to configure the details of their own OAuth apps.

note

This guide assumes that the AutoKitteh server is already configured with HTTP tunneling.

Salesforce Documentation

Create an OAuth App

  1. Sign into your Salesforce Developer Account

  2. Follow the instructions at:

  3. From Setup, navigate to "Platform Tools" > "Apps" and then:

    • "App Manager" (for Connected Apps)
    • "External Client Apps" > "External Client Apps Manager" (for External Client Apps)
  4. Navigate to the OAuth configuration page:

    • For Connected Apps: Click the dropdown arrow (⌵) next to your app and select "Edit"
    • For External Client Apps: Click the dropdown arrow (⌵) next to your app and select "Edit Settings" then expand the "OAuth Settings" section
  5. Configure the OAuth settings:

    • Callback URL: https://PUBLIC-AK-ADDRESS/oauth/redirect/salesforce
      (where PUBLIC-AK-ADDRESS is the AutoKitteh server's public tunnel address)
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For AutoKitteh cloud users, the PUBLIC-AK-ADDRESS is https://api.autokitteh.cloud.

  1. Click "Save"

App Details

Setup > Settings > Company Settings > My Domain Details

Instance URL: https://<your-domain>.develop.my.salesforce.com

External Client Apps

External Client App Manager > Settings > OAuth Settings

  • Consumer Key = Client ID
  • Consumer Secret = Client Secret

Connected Apps

App Manager > View > Manage Consumer Details

  • Consumer Key = Client ID
  • Consumer Secret = Client Secret

AutoKitteh Connection

When you create, initialize, or edit the connection in an AutoKitteh project:

  1. Select the "Salesforce" connection type, if not selected yet

  2. Select the "Private OAuth 2.0" authentication type, if not selected yet

  3. Enter the app details from the previous section:

    • Client ID (required)
    • Client Secret (required)
    • Instance URL (required)