SaaSify to Salesforce configuration

SaaSify PSM will provide the following information:

1. Callback URL

Note: Ensure you have the above details provided by the PSM.

Now we need to make sure that SaaSify is configured properly to communicate with Salesforce. For this, we need to create a Connected App in Salesforce and update the same in SaaSify application.

Create a Connected App

A Salesforce Connected App is required for the SaaSify application to communicate with Salesforce. Following are the steps to create a Connected App in Salesforce: 

1. Navigate to Setup (Gear icon) and select Setup from the drop down 

2. Search for App Manager under Quick Find and click on it 

3. Click on New Connected App 

4. Create a new Connected App for SaaSify by filling out the form as shown below: 

   1. Provide the Connected App name 

   2. Contact Email 

   3. Make sure Enable OAuth Settings is checked 

   4. Provide a Callback URL (As this is a mandatory field, please update the Callback URL to https://api.saasify.ai/ OR you can use your Company URL. This is provided by SaaSify PSM)

   5. Add “Full access” from the Available OAuth Scopes 

5. Enable Require Secret for Web Server Flow and Require Secret for Refresh Token Flow. 

6. Click on Save and then click on Continue.

Note: It takes up to 10 minutes for the changes to take effect.

Steps to capture Connected App details from Salesforce

Follow the below steps to capture the Connected App details from Salesforce:

1. Navigate to Setup (Gear icon) and select Setup from the drop down

2. Search for App Manager under Quick Find and click on it

3. Search for the newly created Connected App and click on View from the drop-down

4. Under API (Enable OAuth Settings) click on Manage Consumer Details

5. Copy the Consumer Key and Consumer Secret