Summary of Required Integration Components
Table of Contents
- Create an Admin User
- Create a Connected App
Step 1: Navigate to Setup
Step 2: Navigate to Users
Create an Admin User
Step 3: Select Edit>Create New
Step 4: Fill in the following properties:
Step 5: We’ll require your team to create a second user that will strictly be utilized for our API calls. This is done in case our clients require password updates regularly upon login and will prevent any disruptions in service.
Create a Connected App
In order for Wunderkind to Authenticate our connection with the Service Cloud and make API calls to your account, we need your team to set up a System Admin account and a Connected App.
Step 1: Navigate to Apps>App Manager
Step 2: Select New Connected App
Create an Installed App
In order for Wunderkind to Authenticate our connection with the Service Cloud and make API calls to your account, we need your team to set up a System Admin account and a Connected App.
Step 4: Create the Connected App with the following information
Basic Information
- Connected App Name: Wunderkind Connected App
- API Name: Wunderkind
- Contact Email: esp+(clientname)@wunderkind.co
API (Enable OAuth Settings)
- Check “Enable OAuth Settings”
- Input Callback URL: https://login.salesforce.com/services/oauth2/callback
- Selected the following scopes
- Manage user data via APIs (API)
- Perform Requests at any time (refresh_token, offline_access)
- Uncheck Require Secret for Refresh Token Flow