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Creating a New Connected App in Salesforce
Follow these steps to create a new connected app:
Access App Manager:
Go to Salesforce Setup.
In the Quick Find box, search for App Manager and click on it.
Create a New Connected App:
Click on New Connected App.
Enter the Connected App Name, API Name and Contact Email.
Enable OAuth Settings:
Scroll down to the Enable OAuth Settings section.
Callback URL : enter the web version url in this field -
Copy this URL and paste it in the Callback URL - https://app.inpoll.io/api/callback
Add the following items to the selected OAuth scopes:
Full Access
Perform requests at any time
Enable or check the following options: 'Require Secret for Web Server Flow,' 'Require Secret for Refresh Token Flow,' and 'Enable Client Credentials Flow.'
Click on the Save button.
Click on the Continue button.
Creating a New Auth. Provider in Salesforce
Access Auth. Providers:
Go to Salesforce Setup.
In the Quick Find box, search for Auth. Providers and click on it.
Create a New Auth. Provider:
Click on the New button.
Select the Provider Type as Salesforce.
Enter the Name; the URL Suffix will be saved automatically.
Retrieve Consumer Key and Secret:
Open a new tab and go back to Salesforce Setup.
In the Quick Find box, search for App Manager.
Search for the connected app you created and open it in view mode.
Click on the Manage Consumer Details button.
A verification code will be sent to your registered email address.
Enter the code and click on Verify.
Copy the Consumer Key and Consumer Secret.
Complete Auth. Provider Setup:
Return to the tab where you were creating the Auth. Provider.
Paste the Consumer Key and Consumer Secret into the respective fields of the Auth. Provider.
In the Default Scopes section, copy and paste refresh_token full
Click the Save button.
After saving, navigate to the Salesforce Configuration and copy the callback URL. This will need to be added to the connected app.
Editing the Connected App to Add the Callback URL
Access the Connected App:
Go back to the connected app or open it in a new tab to edit it.
Go to Salesforce Setup.
In the Quick Find box, search for App Manager and click on it.
Edit the Connected App:
Search for the connected app you created and open it in edit mode.
Add the Callback URL:
Navigate to the API (Enable OAuth Settings) section.
In the Callback URL field, press Enter and paste the callback URL you copied from the Auth. Provider.
Click on the Save button.
Click on the Continue button.
Creating a New External credentials for Inpoll
Access Named Credentials:
Go to Salesforce Setup.
In the Quick Find box, search for Named Credentials and click on it.
Create External Credentials:
Click on the External Credentials:
Click on the New button.
Enter the label and the name.
Select OAuth 2.0 for the Authentication Protocol.
Select SF_OAuth for the Authentication Provider.
Click on the save button.
Configure Principal Section:
Navigate to the Principal section.
Click on the new button.
Now carefully enter the Parameter Name as it isn’t editable.
Select Named Principal for Identity Type.
In the scope field, paste 'refresh_token full'.
Click on the save button.
Authenticate the Principal:
After saving, click on the Authenticate option.
Enter the registered credentials to authenticate the principal.
Click on the Allow button to continue.
A success message will confirm that the credentials were authenticated and are ready to use.
Creating Named Credentials for InPoll
Head to the InPoll Settings Page:
Go to the survey home page and click on InPoll settings.
Navigate to the Named credentials URL section.
Copy the URL highlighted within the grey box.
Access Named Credentials:
Go to Salesforce Setup.
In the Quick Find box, search for Named Credentials and click on it.
Create a new named credentials:
Click on the New button.
Enter the label and the name.
Paste the URL copied from the InPoll settings page into the URL column.
Enabled the "Enable for Callouts" toggle button.
Details in Authentication Tab:
Now in the external credential, select the external credential you’ve created recently.
Callout Options:
In Callout Options, select:
Allow Generate Authorization Header
Allow Formulas in HTTP Header
Allow Formulas in HTTP Body
Managed Package Access: Enter the value 'inpoll' into the Allowed Namespaces for Callouts field.
Now click the save button.
Add External Credentials in Permission Sets
Access Permission Sets:
Go to Salesforce Setup.
In the Quick Find box, search for Permission Sets and click on it.
Access Permission Sets:
Click on the 'InPoll Admin Permissions Clone.' If you don’t find it, select ‘I’ from the alphabetic search bar above and then find it.
Navigate to the Apps section:
Click on the ‘External Credential Principal Access’.
Edit the External Credential Access:
Click on the Edit button.
Move the external credential you’ve created from the Available External Credential Principals list to the Enabled External Credential Principals.
Click on the save button.
