Tesorio requires you create a Connected App in your Salesforce account. A Connected App is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols. Connected Apps use these protocols to authenticate, authorize, and provide single sign-on (SSO) for external apps. Tesorio uses Salesforce’s OAuth protocol for authentication.

The following steps will lead you through the process of creating a connected app in Salesforce, and then connecting this information to Tesorio to start your data import.

Step 1

Within your Salesforce account, click on “Setup” located on the right side of the screen.

Step 2

From Setup, enter “App” in the Quick Find box and select “App Manager”.

Step 3

Click on “New Connected App”.

Step 4

Enter the Connected App name, which displays in the “App Manager”.

Enter the API name used when referring to your app from a program. It defaults to a version of the name without spaces. Only letters, numbers, and underscores are allowed, so if the original app contains any other characters, edit the default name.

Enter the contact email for Salesforce to use in case Salesforce wants to contact you or your support team. This will typically be your Salesforce Admin’s email address.

Step 5

In the API (Enable OAuth Settings) select “Enable OAuth Settings”.

Enter the callback URL (endpoint) that Salesforce calls back to your application during OAuth. It’s the same as the OAuth redirect URL. (Not necessary in our case, but it is required, so put one as in the example below).

Select the OAuth scopes to apply to the connected app. OAuth scopes define permissions for the connected app, which are granted as tokens after the app is authorized. Under the Available OAuth Scopes column, select “Manage User data via API (API)” and add to Selected OAuth Scopes column.

Select “Require Secret for the Web Server Flow” to require the app’s client secret in exchange for an access token.

When you’ve configured all settings for your connected app, click “Save”.

Step 6

Navigate to "App Manager", you will see the Connected App you just created.

Click on the arrow to the right and then "View". There you can see within "API (Enable OAuth Settings)" your "Consumer Key" and "Consumer Secret" (click on reveal). You will need those two credentials for connecting with Tesorio.

Step 7

You will also need the "Security Token" of your Salesforce account. You can access the security token by clicking on your profile picture located to the right side of the screen under “Settings”.

Under My Personal Information, click on "Reset Security Token”. This token will be sent to the email registered under this Salesforce account (the token will be needed for next steps). This token never revokes, unless you make changes to the account password. If changes are made, you will need to reset the token.

For more information go to: https://help.salesforce.com/articleView?id=connected_app_create.htm&type=5

Step 8

On the Salesforce Integration screen in Tesorio, enter the following information provided in the above steps. "Salesforce Client ID" is your "Consumer Key" and "Salesforce Client Secret" is your "Consumer Secret".

Click Connect to make the connection between your Salesforce account and Tesorio. Once connected, your data import will start.

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