Creating a Connected App in SFDC

Cryptographic Security Platform Vault BYOK requires a connected app in to integrate with SFDC. This connected app is used to connect to the Cloud Service Provider Account created in the Cryptographic Security Platform Vault for Cloud Keys.

To create a connected app: 

  1. In Salesforce, start the App Manager.

  2. Click New Connected App.

  3. In the Create a Connected App window, select Create a Connected App and click Continue.

  4. In the New Connected App window, complete the following: 

    Basic Information: 

    Field

    Description

    Connected App Name

    Enter the name to use for the connected app.

    API Name

    Enter the connected app API name.

    Contact Email

    Enter your email address.

    API (Enable OAuth Settings): 

    1. Check the Enable OAuth Settings checkbox.

    2. Check the Enable for Device Flow checkbox.

    3. Accept the default Callback URL.

    4. Select Full Access for the OAuth Scopes.

    5. Ensure that the Require Proof Key for Code Exchange (PKCE), Require Secret for Web Server Flow, and Require Secret for Refresh Token Flow checkboxes are checked.

    6. Check the Enable Client Credentials Flow checkbox and then click OK in the confirmation box.

  5. At the bottom of the window, click Save.

  6. On the New Connected App page, click Continue.

    It may take up to 10 minutes to finish creating the connected app.

  7. In the side bar, click Manage Connected Apps.

  8. On the Connected Apps page, locate the connected app that you created and click Edit.

  9. On the Connected App Details page, click Edit Policies.

  10. In the Run As section under Client Credentials Flow, select a user with the permissions to manage keys and secrets, and then click Save.

  11. In the side bar, click App Manager.

  12. Locate the app that you just created, and select View.

  13. In the API (Enable OAuth Settings) section, click Manage Consumer Details.

    Sales force will now send an email to verify the user.

  14. Enter the verification code and click Verify.

  15. Copy the Consumer Key and the Consumer Secret. These will be used to connect to the Cryptographic Security Platform Vault for Cloud Keys.