Prerequisites for Creating a Connection

You must satisfy the following prerequisites to create a connection with the Salesforce REST Adapter.

Obtain the Salesforce Domain URL

  1. Log in to the Salesforce sandbox instance.
  2. Copy the domain name from the Salesforce home URL. For example:
    https://yourDomain.my.salesforce.com/

Obtain the Current Salesforce API Version

  1. Log in to the Salesforce sandbox instance.
  2. Click Setup in the header or click your user name, then select Setup. See Explore the Salesforce Setup Menu.
  3. Search for API in the Quick Find box, then select API under Develop.
  4. Click Generate Enterprise WSDL.
  5. On the Generate Enterprise WSDL page, click Generate. The WSDL opens in a new browser tab and your current API version appears in the Commented-out section. For example:
    Salesforce.com Enterprise Web Services API Version 35.0

Note:

If you're using the Lightning Experience UI on your Salesforce instance, switch to the Salesforce Classic UI. See Toggle or switch between Lightning Experience and Salesforce Classic.

Generate Client ID and Client Secret

  1. Log in to the Salesforce sandbox instance.
  2. Click Setup in the header or click your user name, and then select Setup.
  3. In the Quick Find box, search for Apps.
  4. From the list that opens, select your connected app:
    1. If you do not have a connected app, click New in the Connected App section.
    2. On the New Connected App page that appears, enter the following:
      • Basic Information
      • API
      • Web App Settings
      • Mobile App Settings
      • Canvas App Settings
      • Custom Connected App Handler
    3. In the API (Enable OAuth Settings) section:
      1. Check the Enable OAuth Settings check box.
      2. To configure the OAuth 2.0 Authorization Code Credentials security policy:
        1. From the Available OAuth Scopes list, you must add the following scopes to the Selected OAuth Scopes section.
          • Access and manage your data(api)
          • Access your basic information(id)
          • Perform request on your behalf at any time(refresh_token)

          These (api, id, refresh_token) are the minimum scopes required to configure a connection in Oracle Integration using the OAuth 2.0 Authorization Code Credentials security policy.

        2. Click Save.

          A new connected app is now created.

      3. To configure the OAuth 2.0 Client Credentials security policy:
        1. Check the Enable Client Credentials Flow check box.

          A warning message is displayed.

        2. Click Ok if you accept the warning.
        3. Click Save.

          A new connected app is created.

        4. In the Connected App Details section, click Manage.
        5. Click Edit Policies.
        6. Go to the Client Credentials Flow section.
        7. In the Run As text box, enter the Salesforce user for whom you want to configure the client credentials.
        8. Save your changes.
          You can see the following details under the API (Enable OAuth Settings) section.
          • Selected OAuth scopes
          • Consumer key and secret
            1. To retrieve consumer information, click Manage Consumer Details.

              Salesforce now sends a verification code to your registered email.

            2. Once you enter the verification code, you can access the client ID (consumer key) and client (consumer) secret.

              Note:

              These details are required to configure connection properties in Oracle Integration.