Create Connected App

Transcript

Hi, in this video, we will create an integration between AEM Forms and Salesforce. So, the first step we need to do is to create a Salesforce account if you don’t have one already. So, it’s quite easy to create a Salesforce trial account using this interface here. Once the account is verified, you need to login to the Salesforce using the account credentials here.

And if you don’t see this UI interface, make sure you go to the settings option and click on Setup here.

And in the Setup in the quick find type in App Manager.

App Manager is here.

And through this interface, we need to create what is called as a Connected App. A connected app is a framework that enables an external application, such as AEM Forms to integrate with Salesforce using APIs and standard protocols such as SAML, OAuth and OpenID Connect. To create your Connected App, we’ll click on this button here.

Give a meaningful name to your Connected App. Give a contact email and enable the OAuth settings here.

There are two important things that we need to remember. The first thing is the callback URL. So, provide a valid callback URL. A callback URL is nothing but a URL which the Salesforce will try to navigate to once a successful handshake between AEM Forms and the Salesforce is completed. So, in my case, I have used this AEM instance running on http://localhost:4502 and the protocol is HTTP. But if your AEM Forms instance is running on an HTTPS protocol, and it’s if you want to provide a fully qualified domain name here and if the port number is different, feel free to replace those values here. But the rest of the string can be left as is. The next is the selection of the available OAuth scopes to make things easy. I simply select all the available OAuth scopes here and add them.

The next thing we need to do is after you added those, save your settings here.

It takes around 15 minutes for your Connected App to be available to external calling applications. So, click on continue.

And then we need to make a note of these values here. The first is the Consumer Key value and then the Consumer Secret value. So, I recommend you to copy these two values and save it or place it in a file that can be accessed easily by you. So, save these values, consumer key and consumer secret.

And then we need to do one more thing here. So, I’ll just click on manage and here click on edit policies here. So, we need to specify certain properties here, for example the permitted users. So, accept the default value here, all users myself authorize. And then in the IP relaxation, select the relax IP restrictions.

These are for demo purposes. So, in production you may change these values. Then you click on save.

So now your Connected App is created. The next thing to do is to integrate AEM Forms using the cloud services configuration with this particular app. So, give around 10 to 15 minutes for this app to be available from AEM Forms. -