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• 5.19 • 5.3 • 5.8

Salesforceデータへアクセスするためシナリオを有効にします

接続アプリケーションは、APIを使ってBright Pattern コンタクトセンターなどのアプリケーションをSalesforceと統合し、Bright PatternシナリオがCRUD（生成、読み取り、更新、削除）機能を使ってSalesforceデータオブジェクトにアクセス・対話できるようにします。

サーバー側の統合は、Salesforce REST API (http://wiki.developerforce.com/page/REST_API)を通じてSalesforce ウェブサービスを使って実行されます。 Bright Pattern コンタクトセンターは、 Web Server OAuth 認証フローを使って Salesforceでの認証をうけます。 リフレッシュトークン は、アクセストークンの取得と更新に使われます。

This article will show you how to:

• Create a new connected app
• Enable API access
• Get the consumer key and consumer secret needed for your integration account properties
• Determine which user roles can access the connected app

Step 1: Create a new connected app

1. In Salesforce Classic, go to Build > Create > Apps.
   
   
2. At the bottom of the Apps list, under Connected Apps, click New.

Create new app

Step 2: Configure the connected app

On the New Connected App page, set the following:

Basic information

• Connected App Name - Any unused name

• API Name - Any unused name

• Contact Email - Your contact email address

API (Enable OAuth Settings)

• Enable OAuth Settings - Select checkbox

• Callback URL - Set https://<your-brightpattern-domain>/admin/salesforcecallback.html (e.g., "https://example.brightpattern.com/admin/salesforcecallback.html")

• Available OAuth Scopes - Select the following:
  • Access and manage your data (api)
  • Full access (full)
  • Perform requests on your behalf at any time (refresh_token, offline_access)

Important: Click "Save" when you are done!

Updates to these parameters take a few minutes to propagate through the system--wait 10 minutes while Salesforce updates these settings internally.

Step 3: Get the consumer key and consumer secret

1. In App Setup > Apps > Connected Apps, select and view details of the connected app you just created.
2. Copy the Consumer key and Consumer secret directly from the connected app.
   
   
   
   
   
   
3. Save these for later use, when you paste them into your integration account properties.

Step 4: Update the security profile to include the new connected app

1. In Salesforce, from Administer > Manage Users > Profiles, edit the System Administrator security profile.
   
   
   

   Click "Edit" for the System Administrator security profile
   
   
   
2. In the Connected App Access section, select the checkbox for the connected app created earlier (e.g., "LemurBooksApp" in this example). This grants users with the system administrator role access to your connected app.
   
   
   

   Connected App Access
   
   
   
3. Click Save.< 前へ | 次へ >