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joroscoSF merged 1 commit into from
Dec 5, 2025
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updated connected app section #54

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33 changes: 24 additions & 9 deletions README.md
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Expand Up @@ -298,15 +298,30 @@ You can read more about Jupyter Notebooks here: https://jupyter.org/
### Creating a connected app

1. Log in to salesforce as an admin. In the top right corner, click on the gear icon and go to `Setup`
2. In the left hand side, search for "App Manager" and select the `App Manager` underneath `Apps`
3. Click on `New Connected App` in the upper right
4. Fill in the required fields within the `Basic Information` section
5. Under the `API (Enable OAuth Settings)` section:
1. Click on the checkbox to Enable OAuth Settings.
2. Provide a callback URL like http://localhost:55555/callback
3. In the Selected OAuth Scopes, make sure that `refresh_token`, `api`, `cdp_query_api`, `cdp_profile_api` is selected.
4. Click on Save to save the connected app
6. From the detail page that opens up afterwards, click the "Manage Consumer Details" button to find your client id and client secret
2. In the left hand column search for `oauth`
3. Select `OAuth and OpenID Connect Settings`
4. Toggle on `Allow OAuth Username-Password Flows` and accept the dialog box that pops up
5. Clear the search bar
7. Expand `Apps`, expand `External Client Apps`, click `Settings`
8. Toggle on `Allow access to External Client App consumer secrets via REST API`
9. Toggle on `Allow creation of connected apps`
10. Click `Enable` in the warning box
11. Click `New Connected App` button
12. Fill in the required fields within the `Basic Information` section
13. Under the `API (Enable OAuth Settings)` section:
a. Click on the checkbox to Enable OAuth Settings.
b. Provide a callback URL like http://localhost:55555/callback
c. In the Selected OAuth Scopes, make sure that `refresh_token`, `api`, `cdp_query_api`, `cdp_profile_api` is selected.
d. Click on Save to save the connected app
14. From the detail page that opens up afterwards, click the `Manage Consumer Details` button to find your client id and client secret
15. Click `Cancel` button once complete
16. Click `Manage` button
17. Click `Edit Policies`
18. Under `IP Relaxation` select `Relax IP restrictions`
19. Click `Save`
20. Logout
21. Use the URL of the login page as the `login_url` value when setting up the SDK

7. Go back to `Setup`, then `OAuth and OpenID Connect Settings`, and enable the "Allow OAuth Username-Password Flows" option

You now have all fields necessary for the `datacustomcode configure` command.
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