Salesforce

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Enable OAuth Settings for API Integration in Salesforce

The Salesforce administrator registers an External Client App in Salesforce, enables OAuth both globally and on the External Client App, and configures the OAuth Settings for the External Client App.

Create External Client App in Salesforce

Configure Global OAuth Settings in Salesforce

Configure OAuth Settings for External Client App in Salesforce

They will need the Posit Connect redirect URL which is defined as https://connect.example.org/__oauth__/integrations/callback

Note

Replace connect.example.org with the address of the Connect server.

When using Confidential authentication the Connect Administrator must obtain the client ID and client secret, referred to as the consumer key and consumer secret within Salesforce, from the Salesforce administrator.

If your Salesforce infrastructure is in a secure environment and your Salesforce administrator would prefer to use Public authentication then the External Client App within Salesforce must not have “Require secret for Web Server Flow” and “Require secret for Refresh Token Flow” set within the External Client App OAuth Settings. Please see the Salesforce OAuth Settings documentation for details.

Create OAuth integration in Posit Connect

The Posit Connect administrator creates an OAuth integration through the Integrations tab on the Connect dashboard. Once the OAuth integration has been created in Connect, it is available for use by all publishers.

Create Salesforce OAuth Integration within Connect