How to Create Salesforce Connected App to Get Client Id and Client Secret?

Introduction:

This section will demonstrate how to create a Salesforce connection app. This will allow us to obtain the necessary client ID and client secret for integrating the Connect Agent with Salesforce. Salesforce connection apps provide a secure and controlled mechanism to grant access to external agents, enabling seamless integration between your application and Salesforce. By creating a connection app, you can ensure that sensitive data and functionalities are properly managed and governed, by Salesforce's security and compliance requirements.

Steps to Create a Salesforce Connection App

Click "New Connected App" to create a new connected app.

Fill out the basic information, such as the app name, contact email

In the "API (Enable OAuth Settings)" section, enable OAuth Settings and configure the callback URL, scope, and other relevant settings.

After clicking the "Add" button, the selected OAuth Scopes will be moved to the "Selected OAuth Scopes" section

Then click Save button

Click Continue Button

Click Manage Consumer Details button

Enter the verification code from the email's user > click Verify Buttb

After Verify to access a connected app, locate the "Consumer Key" (client ID) and "Consumer Secret" (client secret) values.
These credentials will be used to authenticate your application with Salesforce during the integration process.

Implement the Authentication Flow:

Use the client ID and client secret to authenticate your application and obtain an access token from Salesforce.
Implement the OAuth 2.0 authentication flow, such as the Web Server flow or the Username-Password flow, depending on your integration requirements.

For the Username-Password flow:

In the OAuth and OpenID Connect Settings, locate the "Allow OAuth Username-Password Flows" option and ensure it is switched on.