Adding your Salesforce credentials to Oomnitza

Review the information provided. To make life easy, add your credentials before you connect Salesforce to Oomnitza.

Before you start

To add credentials to the vault in Oomnitza and integrate Salesforce with Oomnitza, you need to know the following information:

• Your Salesforce Consumer key and secret. See Create OAuth 2.0 credentials.
• Your Salesforce subdomain. This is the subdomain of your Salesforce Classic URL. It is shown on the primary login page. The Salesforce Classic URL uses the following format:  https://mycompany.my.salesforce.com. To specify the subdomain, you enter the part of the URL between the protocol and the domain name such as  https:// mycompany.my .salesforce.com The Salesforce Classic URL is not the same as the Salesforce Lightning URL which has the following formathttps://mycompany.lightning.force.com. 
• Your Salesforce scopes. When you add credentials in Oomnitza you must enter a list a space-separated scopes. For example: full refresh_token offline_access. See Salesforce: OAuth Tokens and Scopes.
• Your Salesforce user type. The default user type is Standard. See Salesforce User Type.

Create OAuth 2.0 credentials

Complete the following steps:

1. Login to Salesforce and click the cog icon.
   • In Classic view, go to Setup > Create > Apps. In the Connected Apps section, click New.
   • In Lightning Experience:
     • Go to Setup > Apps > External Client Apps > Settings.

     • Turn on "Allow creation of connected apps"

     • Click New Connected App.

2. Enter your app name and details.
3. In the API (Enable OAuth Settings) section, select Enable OAuth Settings.
4. Set the Callback URL to https://generic-oauth2-proxy.oomnitza.com/oauth2/redirect_url
5. Select the following scopes from the Selected OAuth Scopes list:
   1. Full access (full)
   2. Perform requests at any time (refresh_token, offline_access).
6. Ensure the following:
   1. Require Secret for Web Server Flow and Require Secret for Refresh Token Flow are enabled.
   2. Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows is disabled.
   3. Introspect All Tokens may also need to be enabled, depending on your Salesforce configuration.
7. Click Save.

When the app is created, complete the following steps:

1. Open the app and click Manage Consumer Details.
2. Confirm your identity
3. Copy your consumer key and secret for the next steps.

Learn more about OAuth 2.0 credentials for Salesforce: 

• Salesforce Docs: Create a Connected App
• OAuth 2.0 Web Server Flow for Web App Integration
• OAuth 2.0 Refresh Token Flow for Renewed Sessions
• OAuth Tokens and Scopes
• OAuth 2.0 Authorization Errors

Add OAuth 2.0 credentials to Oomnitza

Add your Salesforce credentials to Oomnitza:

Make life easier and add your credentials to Oomnitza before you create the integration.  

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward arrow > to select the integration.
4. Enter your client credentials and any other additional information.
5. Click Authenticate. You are prompted to log in to authorize your request.
6. Click CREATE.

1. Add the information details.
2. Click the AUTHORIZATION tab.
3. Ensure that OAuth 2.0 is selected as the Authorization type.
4. Ensure that Salesforce is selected from the SaaS list.
5. Enter the Client ID generated during OAuth 2.0 setup.
6. Enter the Client Secret generated during OAuth 2.0 setup.
7. Enter the Scope of your integration. 
8. Enter your Salesforce Subdomain. 
9. Set your Salesforce instance type to login or test.
10. Authenticate the connection.
11. Click CREATE. 

Adding Salesforce subdomain as a global variable

Add the value as a global variable so that when you create workflows that use presets the variable is automatically added. See Adding global settings.

The name of the global variable is Salesforce.Subdomain and the value is your subdomain such as mycompany.my.