Configuring the Salesforce connector

To be able to use the authentication method Log in with Salesforce with the Salesforce connector in your Spotfire web clients, you must add OAuth credentials from a connected app in your Salesforce instance to the web player service configuration. This is required if you want to use federated authentication.

About this task

For detailed instructions, see the topic 'Configuring the Salesforce Connector for Spotfire Web Clients' in your version of the Spotfire Analyst User's Guide.

Procedure

In your Salesforce connected app, make the following configurations:
1. Make sure OAuth settings are enabled.
2. Add your Spotfire Server as a Callback URL:
```
https://<spotfire_server>/spotfire/wp/oauth2/code
```
3. Make sure Require Secret for Web Server Flow is selected.
4. Make sure the following OAuth scopes are enabled:
  - 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)

Then add your OAuth credentials Consumer Key and Consumer Secret in the <Spotfire.Dxp.Data.Adapters.Salesforce.Properties.Settings> settings in the Spotfire.Dxp.Worker.Host.exe.config file.

<Spotfire.Dxp.Data.Adapters.Salesforce.Properties.Settings>
      <setting name="ClientId" serializeAs="String">
        <value>My Consumer Key</value>
      </setting>
      <setting name="ClientSecret" serializeAs="String">
        <value>My Consumer Secret</value>
      </setting>
</Spotfire.Dxp.Data.Adapters.Salesforce.Properties.Settings>