Setup an OAuth flow

You must obtain an API Token and set up an OAuth flow to integrate with Salesforce via Workflow Studio. Perform the following steps:

  1. Log into your Salesforce domain.
  2. Navigate to App Manager.
    Figure 1. App Manager
    App Manager

  3. Click New Connected App.
  4. Provide the details in the respective fields as shown below.
    Figure 2. App Manager - New Connected App
    App Manager - New Connected App

  5. Click Save and Continue.
  6. Copy the values from the Consumer Details and save them securely for later use.
    Figure 3. WF First App
    WF First App