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Set up a Salesforce connection in Contract Express
Set up connection in Salesforce
- Sign into Salesforce as a System Admin.
- In Setup, navigate toApps>App Manager. Add a new Connected App and complete the following settings:
- Connected App Name
- API Name
- Contact Email
- Check Enable OAuth Settings option
- Callback URL:{ContractExpressURL}/dms/callbacknoteDon't forget to add the bit after the trailing slash in your Contract Express URL. For example: https://eu1.contractexpress.com/app/dms/callback
- Under OAuth Scopes, selectidentity URL service access (id, profile, email, address, phone), API user data management (api), and anytime request capability (refresh_token, offline_access).
- Save
- Take note of the Consumer Key and Consumer Secret.
Set up connection in Contract Express
- Go toAdmin>Connection settingsand click the+ Add connectionbutton.
- ChooseSalesforceas the Integration type.
- Give the connection a name to differentiate it from any other connections that are set up.
- Enter your Salesforce OAUTH API URL, eg.https://login.salesforce.com.
- Enter yourConsumer KeyandConsumer Secretcopied from your Connected App page.
- Click theSavebutton at the top of the page.
This article applies to:
- Product: Contract Express