You can add an integration record to your account by auto-installing the record, or by installing a bundle that includes the record. However, sometimes you must create an integration record by filling out a form in the UI. For example, if you have created an integration for your own use only, you should create an integration record by filling out the Integration form at Setup > Integration > Manage Integrations > New.
If you are a partner, you may want to provide customers with an integration record that represents an application that you have distributed. In these cases, you would create an integration record by using the procedure described in this topic. Later, you would distribute the integration record to customers, either through bundling or auto-installation. Whichever distribution method you choose, note that most of the integration record’s fields will be read-only in the customer’s account. The exceptions are the State field and the Note field. For help distribution an integration record, see Distributing Integration Records.
When you create an integration record, the system automatically generates an application ID. Additionally, depending on configuration choices you make, the system may automatically generate a consumer key and secret for the record.
Only administrators can complete this setup.
To manually create an integration record, go to:
Create Integration Records for Applications to Use OAuth 2.0 to use OAuth 2.0 with your integration.
Create Integration Records for Applications to Use TBA to use TBA with your integration.
- Integration Management
- Integration Record Overview
- Auto-Installation of Integration Records
- Bundle Installation of Integration Records
- Token-based Authentication (TBA)
- Token-based Authentication (TBA) for Integration Application Developers
- Troubleshoot Token-based Authentication (TBA)
- OAuth 2.0
- OAuth 2.0 for Integration Application Developers