Configure Salesforce

Unless otherwise noted, all of the steps in this section take place in the Salesforce interface. The development and/or test instances of Salesforce should be used initially so that the integration can be thoroughly tested before installation in the production instance.

Create Connected App

Create Connected App

New Connected App Confirmation

  1. In Salesforce, go to Setup > Build > Create > Apps, click the New button under the Connected Apps list, and enter the following values:
    • Connected App Name: BeyondTrust Integration Rest.
    • API Name: BeyondTrust_Integration_Rest.
    • Contact Email: Customer supplied email - not a BeyondTrust address.
    • Enable OAuth Settings: This box must be checked.
    • Callback URL: This field is not used by the integration, but a value is required in the Connected App form.
    • Selected OAuth Scopes: Select: Access and manage your data (api).
  2. Click Save.
  3. You should see a message which states, Allow from 2-10 minutes for your changes to take effect on the server before using the connected app.
  4. Click Continue.

Configure Connected App

Configure Connected App

  1. Under Setup > Administer > Manage Apps > Connected Apps, in the list of apps, click the link titled BeyondTrust Integration Rest.
  2. Click the Edit Policies button and check the following fields under OAuth Policies:
    • Permitted Users: All users may self-authorize
    • IP Relaxation: Relax IP restrictions
  1. Click Save.

 

Copy Consumer Key and Secret

Copy Consumer Key and Secret

  1. Under Setup > Build > Create > Apps > Connected Apps, in the list of connected apps, click the link titled BeyondTrust Integration Rest.
  2. Under the API (Enable OAuth Settings) section, highlight and copy the values in the Consumer Key and Consumer Secret fields to a temporary place such as Notepad.
  3. For the Consumer Secret field, you first need to click the Click to reveal link to see the actual value.