Configuring OAuth 2 > Salesforce
Approximate Setup Time: 20 minutes
Note: Single Sign-on may not be available in your plan. Please contact your Advocacy Coach to learn more.
This article will cover how you can configure your OAuth 2 setup in the AdvocateHub using Salesforce. This provides your Advocates with a seamless, easy way to enter your hub once they are logged into a Salesforce app, for example, Salesforce Community.
This article will cover:
Configuration In Salesforce
You must be an logged into Salesforce as an Administrator to complete these actions.
1. Create an app in Salesforce by going to Build > Create > Apps
2. Scroll down to the Connected Apps section and click the new button.
3. You should be greeted with an initial setup page where you will enter the following information (if we do not reference a field below then it can be left empty)
|Connected App Name||Influitive AdvocateHub (This is not important, call it whatever makes most sense for your organization)|
|API Name||Influitive_AdvocateHub (Again, not important, you can choose whatever name you like)|
|Enable OAauth Settings (Checkbox)||Tick this checkbox|
|Selected OAuth Scopes||Access your basic information (id, profile, email, address, phone)|
|Require Secret for Web Server Flow (Checkbox)||Tick this checkbox|
It should look something like the below:
4. Save your app, you will get a notification saying that it should take 2-10 minutes for the changes to take effect. Click continue.
5. You should see a page with displays your App information. Keep this page open as we move into the AdvocateHub to complete the setup. Note the Consumer Key and Consumer Secret:
Configuration in AdvocateHub
1. In your AdvocateHub, navigate to Integrations > Custom OAuth Provider and click the manage button.
2. Once you are in the integration, go to the Setup tab. Fill out all the fields as below (again, if we do not reference a field below then it can be left empty)
|Client ID||Grab this from your Salesforce Connected App (Salesforce refers to it as Consumer ID)|
|Client Secret||Grab this from your Salesforce Connected App (Salesforce refers to it as Consumer Secret)|
|Fetch User Path||https://login.salesforce.com/services/oauth2/userinfo|
3. Make sure to save and everything should be up and running!
Add Final Cosmetic Touches
1. Staying on the same page you will notice another field called Display Name which will display like below for your Advocates when they are logging in.
2. Finally, you have the option to upload images as you can see above in the previous screenshot above. Look at Salesforce Official Asset Folder for the perfect image for you. simply download the image you want from there or any other source and upload to the hub!
Final Step! Go to the Settings tab of the integration and toggle it On
For more information on Using OAuth2 to authorize applications, check out the Salesforce article on this topic.