You must create a new app in your Salesforce instance so that you can allow access to Salesforce from Spotfire web clients.
Before you begin
You must have a Salesforce account with administrator rights.
Your Spotfire Server must be configured to use
the HTTPS protocol.
Procedure
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In a web browser, go to
https://login.salesforce.com, and log in with a Salesforce account that has administrator rights.
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In Salesforce Classic, go to
Setup.
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In the navigation panel on the left, under Build, expand
Create and click
Apps.
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On the Apps page, under
Connected Apps, click
New to start creating a new connected app.
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On the New Connected App page, enter the required basic information:
Connected App Name,
API Name, and
Contact Email.
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Under
API (Enable OAuth Settings), select the check box
Enable OAuth Settings.
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In the
Callback URL text field, enter the following URLs:
- https://<spotfire_server>/spotfire/wp/oauth2/code
Note: The above URL is used to allow access from web clients on your Spotfire Server. Salesforce requires that you use the HTTPS protocol for this URL, and not HTTP.
- http://localhost:55932
- http://localhost:55933
- http://localhost:55934
Note: The above URLs are used to allow access from Spotfire installed clients. You can use any port numbers you want in the URL (if you do not want to use the suggested port numbers above) but it must be the same as the port numbers that you specify for the RedirectPort preference in Spotfire.
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In the
Available OAuth Scopes list, click to select the following items and then click
Add:
- Access and manage your data (api)
- Provide access to your data via the Web (web)
- Perform requests on your behalf at any time (refresh_token, offline_access)
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Make sure that the check box
Require Secret for Web Server Flow is selected.
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To finish creating your new Salesforce app, click
Save.