Setup
Connect to your Salesforce Financial Services Cloud app for OAuth.
To setup your Salesforce Financial Services Cloud app in Cobalt for OAuth, you will need the following credentials from your Salesforce Financial Services Cloud account:
- Client ID
- Client Secret
- Scopes
Pre-requisites
- Salesforce Financial Services Cloud account. You can create one here.
Required Settings
- Mandatory Scopes
- api
- refresh token
- App Settings
- Require Secret for Refresh Token Flow
- Enable Authorization Code and Credentials Flow
- Enable Token Exchange Flow
- Require Secret for Token Exchange Flow
- Issue JSON Web Token (JWT)-based access tokens for named users
Creating an app in Salesforce Financial Services Cloud
To create a Salesforce Financial Services Cloud app and aquire the app credentials, please follow the steps mentioned below:
- Log in to your Salesforce Financial Services Cloud dashboard with your developer account credentials.
- Click on the
Gear
icon in the top right and selectSetup
button.
- Select
Apps
>App Manager
options from the left side menu underPlatform Tools
section. - Select
New Connected App
button in the setup page. - Enter the basic details of your application
- Under API (Enable OAuth Settings), mark the
Enable OAuth Settings
checkbox. - Go to your
Apps catalog
> Search forSalesforce Finance
>Settings
>Use your credentials
>Callback Url
> Copy it. Paste this under theCallback URL
field of the app. - Select the required scopes, including the mandatory scopes mentioned above .
- Enable the required App Settings mentioned above, click on the
Save
button and clickContinue
.
- Click on the
Manage Consumer Details
button under the API (Enable OAuth Settings) section, verify your identity and copy the Consumer Key and Consumer Secret.
Configuring credentials in Cobalt
App settings page lets you configure the authentication settings for an OAuth 2.0
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials
. However, if you wish to use your own application,
select Use your own credentials
. Provide the aquired Client Id and Client secret and save it.
Actions and triggers
Once the above setup is completed, you can create orchestrations of your use-cases using Salesforce Financial Services Cloud actions and triggers. Following are the set of Salesforce Financial Services Cloud actions and triggers supported by Cobalt.