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OAuth 2.0 for Salesforce

This section describes the steps to configure Alteryx Analytics Cloud (AAC) to integrate with your Salesforce deployment using OAuth 2.0 to authenticate.

Create OAuth 2.0 Client App in Salesforce

In Salesforce, you must create the connected app through which AAC uses OAuth 2.0 to access and connect to your Salesforce data.

Steps:

  1. Login: Log in to the Salesforce account in which you want the OAuth 2.0 app to be created.

  2. In the top bar, click Setup.

  3. In the left nav bar, search for: apps. Then, navigate to Create > Apps.

  4. Create connected app: In the Connected Apps section, click New.

    1. To create a connected app, please complete the listed fields with the appropriate information. Some specifics:

      Field

      Description

      Connected App Name

      Display name of the app. Suggested: Trifacta application

      API Name

      Please add the value for Connected App Name here.

      Contact Email

      Add a valid contact email address.

      Logo image URL

      (optional) Upload an app logo as needed.

      Enable OAuth Settings

      Select this option.

      Callback URL

      Please provide a URL in the following format:

      https://ayxpreview.alteryxcloud.com/oauth2/callback

      This value may or may not include a port number.

      Selected OAuth Scopes

      Please select the following scopes:1. api2. refresh_token

      Require secret for web server flow

      Select this option.

    2. At the bottom of the screen, click Save to save the connected app.

  5. Configure policies: In the left nav bar, select Manage > Connected apps.

    1. Then, click the Edit Policies button.

    2. In the Edit Policies screen, click the Manage button.

    3. Under Session Policies, select the TImeout Value. Set this value to 24 hours.

    4. Click Save to save your connected app.

  6. Retain values:Your Salesforce connected app configuration is complete. Please acquire the following information from the app listing in Salesforce. These parameter values are needed for creating the OAuth 2.0 client in AAC:

    Parameter

    Description

    Consumer Key

    This value is used as the Client Id in AAC. Select Click to reveal to display.

    Consumer Secret

    This value is used as the Client Secret in AAC. SelectClick to revealto display.

    Selected OAuth Scopes

    Acquire this values. Unless otherwise specified, these values should include:1. api2. refresh_token

    Access token expires in

    Navigate to Manage > Edit Policies. Typically, this value in milliseconds is set to 1 hour (3600000 milliseconds).For more information, see https://help.salesforce.com/articleView?id=connected_app_manage_session_policies.htm&type=5.

  7. Save any changes to the connected app.

Scopes for Salesforce

The following scopes are required in the connected app for AAC to access Salesforce:

Scope

Description

api

(required) Provides REST API access to Salesforce.

refresh_token

(required) This token allows the OAuth 2.0 client to refresh the connection with Salesforce without user interaction.

Create Salesforce Connection

After you have created the two OAuth 2.0 client references, you can create a connection to your Salesforce data.

Note

You must create a separate connection for each OAuth 2.0 client that is available in AAC.

For more information, see Salesforce Connections.

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