> ## Documentation Index
> Fetch the complete documentation index at: https://docs.axoma.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

## Steps to Set Up OAuth in Salesforce

#### Create a Connected App

1. In Salesforce, go to Setup.
2. In the Quick Find box, enter Apps and select App Manager.

<img className="block mx-auto" src="https://mintlify.s3.us-west-1.amazonaws.com/insightgenai-2e40fba8/images/oa1.png" alt="oauth" />

3. Click New Connected App to create a new app.

<img className="block mx-auto" src="https://mintlify.s3.us-west-1.amazonaws.com/insightgenai-2e40fba8/images/oa2.png" alt="oauth" />

4. Fill in the required fields, including the Connected App Name and API Name.

<img className="block mx-auto" src="https://mintlify.s3.us-west-1.amazonaws.com/insightgenai-2e40fba8/images/oa3.png" alt="oauth" />

#### Enable OAuth Settings

1. In the connected app settings, check the box for Enable OAuth Settings.
2. Specify the Callback URL (this is the URL where Salesforce will redirect after successful authorization). Ensure it uses HTTPS.
3. Select the OAuth Scopes that define the level of access your app will have. Common scopes include api, refresh\_token, and full. 

<img className="block mx-auto" src="https://mintlify.s3.us-west-1.amazonaws.com/insightgenai-2e40fba8/images/oa4.png" alt="oauth" />

#### Choose the OAuth Flow

Depending on your application type, choose the appropriate OAuth flow. Common flows include:

1. Authorization Code Flow: For web applications where users log in and authorize access.
2. Client Credentials Flow: For server-to-server communication without user interaction. 

<img className="block mx-auto" src="https://mintlify.s3.us-west-1.amazonaws.com/insightgenai-2e40fba8/images/oa5.png" alt="oauth" />

#### Save & Manage Consumer Details

<img className="block mx-auto" src="https://mintlify.s3.us-west-1.amazonaws.com/insightgenai-2e40fba8/images/oa6.png" alt="oauth" />

You may need to verify your identity to access these details.