Configure the Salesforce Portal

This page outlines the procedure for configuring the Salesforce portal to allow you to collect logs via the Salesforce Audit Beat. The goal is to obtain a Client ID and Client Secret.

You must have administrator rights in the Salesforce portal to perform the actions described on this page.

Salesforce Configuration

To obtain a Client ID and Client Secret in the Salesforce portal:

1. In Salesforce, create a new Connected App.

2. Under the API section, enable OAuth Settings.
   This will allow you to obtain API credentials.

3. Check the box for Enable Client Credentials Flow and select the api scope.
   This authorizes your app to access Salesforce APIs.

4. Assign a specific Salesforce user to the Connected App.
   This user, often a dedicated integration user or service account, determines the permissions and data access for your external application. The app will act on behalf of this user.

5. Once the Connected App is saved, expand the OAuth Settings and click the Consumer Key and Secret button to generate a Client ID and Client Secret for use with the Salesforce Audit Beat.

Be sure to store these keys in a secure location, as once the window is closed they cannot be accessed again.