Creating a Connected App for OAuth
After you create an SFDC redirect, the next step is to set up a connected app to serve as an external authentication provider on the SFDC instance.
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To perform the steps in this procedure, you must have a Salesforce profile with permissions to edit Connected Apps and update system-level settings, such as System Administrator.
To create a connected app for OAuth:
1. On the Setup page, in the left pane, in the Platform Tools section, under the apps node, click App Manager, and then on the App Manager page, in the top right corner, click New Connected App.
2. In the New Connected App dialog box, confirm that Create a Connected App is selected, and then click Continue.
3. Complete the fields as follows, and then click Save.
Section
Field
Value
Basic Information
Connected App Name
ServiceMax Service Board Single Sign-On
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This app handles user authentication and is different from the ServiceMax Service Board connected app, which is preconfigured and included in the Service Board Extension Package.
API Name
ServiceMax_Service_Board_Single_Sign_On
Contact Email
Email address
API (Enable OAuth Settings)
Enable OAuth Settings check box
Selected
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The rest of the fields in this section are hidden when this check box is cleared.
Callback URL
https://<hostname>/oauth
Selected OAuth Scopes
Add:
Access your basic information (id, profile, email, address, phone)
Access and manage your data (api)
Perform requests on your behalf at any time (refresh_token, offline_access).
Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows check box
Cleared
Require Secret for Web Server Flow check box
Selected
4. On the Salesforce Setup page, in the left pane, in the Platform Tools section, under the Apps node, in the Connected Apps subnode, click Manage Connected Apps.
5. On the Manage Connected Apps page, in the App Access Settings list, to the left of the newly created ServiceMax Service Board Single Sign-on app, click Edit, and then in the Session Policies section, in the Timeout Value list, click 24 hours.
For more information:
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