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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If you log into Service Board as an administrator or integration user, log in as a different user, and then try to configure OAuth settings, an error message appears stating that you have insufficient privileges. Be sure to use only administrative or integration credentials to log in when configuring single sign-on.
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To create a connected app for OAuth:
1. In Salesforce Classic, on the Setup page, in the left pane, in the Build section, expand the Create node, and then click Apps.
2. On the Apps page, in the Connected Apps area, click New, and then complete the form as follows.
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Section
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Field
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Value
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Basic Information
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Connected App Name
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ServiceMax Service Board Single Sign-On
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API Name
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ServiceMax_Service_Board_Single_Sign_On
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Contact Email
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Email address
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API (Enable OAuth Settings)
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Enable OAuth Settings
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Selected
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Callback URL
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https://<hostname>/oauth
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Selected OAuth Scopes
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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).
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3. On the Salesforce Setup page, in the left pane, in the Administer section, expand the Manage Apps node, and then click Connected Apps.
4. In the App Access Settings list, click ServiceMax Service Board Single Sign-On, and then set the Timeout Value field to 24 hours.
For more information: