To get the Salesforce Client_ID and Client_Secret values

1. Using and administrator account, log into the Salesforce organization that you want to index.

2. On the User Menu, select Setup.

3. In the navigation menu on the left, under App Setup, expand Create, and then click Apps.

4. In the Apps page, in the Connected Application section, click New to create a new application that will use OAuth2 to gain access to the organization.

5. In the New Connected App page:

   

   1. In the Basic Information section:

      1. Enter meaningful names in the Connected App Name and API Name boxes.

      2. Enter your email in the Contact Email box so that you can receive messages from this application.

   2. In the API (Enable OAuth Settings) section: 

      1. Select the Enable OAuth Settings check box.

      2. In the Callback URL box, since a callback URL will not be used for this application, enter a dummy but valid secured URL (https://) such as https://login.salesforce.com/services/oauth2/callback.

      3. In the Available OAuth Scopes list, select the following items: 

         • Access and manage your data (api)

         • Full access (full)

         • Perform requests on your behalf at any time (refresh_token, offline_access)

         and click Add for each so that they appear in the Selected OAuth Scopes list.

   3. Click Save.

6. In the page that appears for your new connected app, in the API (Enable OAuth Settings) section:

   

   1. Copy the Consumer Key value and paste it in a secure reference document of your choice.

      The Consumer Key is the client_id.

   2. Next to Consumer secret, click Click to reveal, copy the value that appears, and then paste it in your secure reference document.

      The Consumer secret is the client_secret.

   3. Save your reference document.

   Note: You can always come back to this Salesforce page (Setup > App Setup > Create > Apps, and clicking the application name in the Connected Apps list).

7. Create a Salesforce permission set dedicated to the Coveo crawler and assign it to your dedicated app and user:

   1. In the Setup page, select Manage Users > Permission Sets.

   2. In the Permission Sets page, click New.

   3. In the Create page, in the Label and API Name boxes, enter significant names, and then click Save.

      

   4. In the page for the new permission set:

      1. Click Manage Assignments, and then add the dedicated user you created earlier for the Coveo crawler (see Creating a Dedicated Salesforce Crawling Account).

      2. In the Apps section, click Assigned Connected Apps.

      3. In the Assigned Connected Apps section, click Edit, add the connected app you just created to the Enabled Connected Apps list, and then click Save.

         

What's Next?

Create an ObjectsToGet Configuration file (see Salesforce ObjectsToGet Configuration File).