Create a Connected App

Create an OAuth-enabled connected app to use the Conversation History API.

  1. Make sure you have the public key saved in your system. You must upload the file when you create the connected app. If you don’t have a self-signed certificate, see Create a Private Key and Self-Signed Digital Certificate.
  2. From Setup, in the Quick Find box, enter External Client Apps, and then select Settings.
  3. Under Connected Apps, turn on Allow creation of connected apps, and then click New Connected App.
  4. In the Connected App Name field, enter a unique name for the connected app. The name you enter automatically appears in the API Name field. Remember the API name because it's used for the developerName when you Invoke Conversation History API.
  5. In the Contact Email field, enter the email address of the person to notify about the connected app, such as when a Salesforce administrator views the consumer secret of the connected app. This can be your email address.
  6. Select the Enable OAuth Settings checkbox, and configure these settings:
    1. Add a callback URL (endpoint), which is the same as the OAuth redirect URI. We recommend you use https://salesforce.com to start with.
    2. Select Use digital signatures, then click Choose File and select the public key file in your system to upload it.
    3. Add the OAuth scopes:
      • Access Interaction API resources (interaction_api)
      • Perform Requests at any time (refresh_token, offline_access)
  7. Save your changes, then click Continue.
  8. From Setup, in the Quick Find box, enter Manage Connected Apps, and then select Manage Connected Apps.
  9. Click the name of the connected app you created.
  10. To open the Connected App Edit page, click Edit Policies.
  11. In the OAuth Policies section, set Permitted Users to Admin approved users are pre-authorized. If you see a warning message, click OK.
  12. Save your changes.
  13. To open the Application Profile Assignment page, click Manage Profiles.
  14. Select System Administrator.
  15. Save your changes.

See Also