Creating External Client App For Service Board SSO

Service Modules > Scheduling and Optimization > Service Board > Service Board Usage and Configuration > Service Board for Implementers > Post-Sync Configuration Tasks > Creating External Client App For Service Board SSO

You can create an External Client App in your Salesforce org.

1. Log in to Salesforce with your valid credentials.

2. Go to Setup > Apps > External Client Apps > External Client App Manager

3. Click New External Client App.

4. Provide the following details:

Basic Information fields for External Client App.

Field	Description
Fields marked with * are mandatory.
External Client App Name*	Enter a unique name for the External Client App. This name helps administrators identify the app in App Manager.
API Name*	Enter the API name used to reference the app programmatically. By default, the system derives this value from the app name by replacing spaces with underscores. Ensure that the API name is unique and uses • only letters, numbers, and underscores • starts with a letter • does not include spaces • does not end with an underscore • does not contain consecutive underscores
Contact Email*	Enter an email address that Salesforce can use to contact you or your support team if needed. This email address is not shared with Salesforce admins who install the app.
Distribution State*	Select how the external client app is distributed. • Choose Local to develop the app for use only in the current org. • Choose Packaged to develop the app for packaging and distribution.

OAuth Settings for External Client App.

Field	Description
Fields marked with * are mandatory.
Enable OAuth	Select this checkbox to enable OAuth authentication for the external client app. OAuth must be enabled to allow secure, token-based access to Salesforce APIs.
Callback URL	Enter the URL that Salesforce redirects users to after successful authorization. For example: https://<your_tenant_domain>/oauth
OAuth Scopes	Select the following scopes from Available OAuth Scopes and move them to Selected OAuth Scopes. • Access the identity URL service (id. profile, email, address, phone) • Manage user data via APIs (api) • Perform requests at any time (refresh_token, offline_access)

5. In the Flow Enablement section, select Enable Authorization Code and Credentials Flow.

6. In the Security section, ensure that the Require secret for Web Server Flow, Require secret for Refresh Token Flow, and Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows options are selected.

7. Click Create.

Configuring OAuth Policies

1. Go to Setup > Apps > External Client Apps > External Client App Manager

2. Click to open the recently created External Client App for SSO.

3. In the Policies tab, click Edit.

4. In the OAuth Policies section, update Session Timeout In Minutes to 1440.

5. Click Save.

Retrieving Client Credentials

1. Go to Setup > Apps > External Client Apps > External Client App Manager

2. Click to open the recently created External Client App.

3. Click Settings tab.

4. Expand OAuth Policies section.

5. Click Consumer Key and Secret.

6. Verify the user identity.

7. Copy Consumer Key and Consumer Secret for External OAuth Provider record in Service Board Tenant. For more information, see Configuring an External OAuth Provider.