For Cloudworks users to connect to Salesforce, Salesforce Administrators must create a Salesforce connected app.
Note that the Salesforce connector for Cloudworks supports Client Credential OAuth flow for authentication.
Create a Salesforce connected app
Example connected app
Manage consumer details
Verify your identity
Copy the consumer key and secret
Set the OAuth client policies
Your colleagues who use the CloudWorks-Salesforce connection need to know:
- The API URL for your Salesforce org
- Your Salesforce OAuth Client ID
- Your Salesforce OAuth Client secret