Setting Up Salesforce OAuth App

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Overview

This guide walks you through creating a Connected App in Salesforce for use with Airia. This enables secure integration with Salesforce Tools.

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Prerequisites

Before you begin, ensure you have:

• Salesforce admin access - You need permissions to create Connected Apps
• Active Salesforce organization - Any Salesforce edition (Professional, Enterprise, Unlimited, Developer)
• Airia callback URL - Available in the Airia platform OAuth configuration page

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Step 1: Access Salesforce Setup

1. Log in to your Salesforce organization
2. Click the gear icon in the top-right corner
3. Select Setup from the dropdown

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Step 2: Navigate to External App Manager in settings

1. In the Setup Quick Find box (left sidebar search), type “External Client App manager”

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Step 3: Create a New App

1. Click the New External Client App button in the top-right corner

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Step 4: Configure Basic Information

Fill out the Basic Information section:

1. Client App Name: Enter a descriptive name (e.g., “Airia OAuth Integration”)
2. API Name: This will auto-populate based on the Connected App Name
3. Contact Email: Enter your email or a team/support email

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Step 5: Enable OAuth Settings

1. Check the box for Enable OAuth Settings

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Step 6: Configure OAuth Settings

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Callback URL

1. Callback URL: Enter your Airia callback URL as shown on the OAuth configuration page in Airia. This should default to https://auth.airia.ai/OAuth/callback.

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Selected OAuth Scopes

2. Selected OAuth Scopes: Select the following and move them to “Selected OAuth Scopes” using the Add button:

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Recommended Scopes:

• Access and manage your data (api) - api
• Perform requests on your behalf at any time (refresh_token, offline_access) - refresh_token and offline_access
• Full access (full) - full - Provides full access to all data accessible by the user
• Access Pardot services (pardot_api) - pardot_api - Required for Pardot integration (if applicable)

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Step 6: Security settings

Ensure the following options are checked on:

• Require secret for Web Server Flow
• Require secret for Refresh Token Flow
• Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows

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Step 7: Save the Connected App

1. Scroll to the bottom of the page
2. Click Save
3. You’ll see a warning: “It can take 2-10 minutes for your changes to take effect.”
4. Click Continue

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Step 8: Copy Your OAuth Credentials

After saving, you’ll see the OAuth credentials on the Connected App detail page.

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Consumer Key (Client ID)

1. Under API (Enable OAuth Settings), you’ll see Consumer Key
2. Click the Copy button or select and copy the entire key

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Consumer Secret (Client Secret)

1. Under Consumer Secret, click Click to reveal
2. The consumer secret will be displayed
3. Click the Copy button or select and copy the entire secret

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Step 9: Determine Your Salesforce Instance URL

Your Salesforce instance URL determines which OAuth authorization endpoint to use:

1. Live/Production: login.salesforce.com (most common)
2. Test/Sandbox: test.salesforce.com
3. Custom Domain: yourdomain.my.salesforce.com (if your org uses a custom My Domain)

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Step 10: Configure OAuth in Airia

Now you’ll enter these credentials into the Airia platform:

1. Log in to your Airia platform
2. Navigate to Settings → Integrations → OAuth Connectors
3. Select Salesforce as the provider
4. Enter your credentials:
   • Consumer Key / Client ID: Paste the Consumer Key you copied
   • Consumer Secret / Client Secret: Paste the Consumer Secret you copied
   • Instance URL / Domain: Enter your Salesforce instance URL (e.g., login.salesforce.com)
5. The callback URL should be pre-filled and visible on the configuration page
6. Click Save or Connect

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Step 11: Test the Connection

1. After saving, click Connect Account in Airia
2. You’ll be redirected to Salesforce’s login page
3. Sign in with your Salesforce credentials (if not already logged in)
4. Review the OAuth permission screen
5. Click Allow to grant permissions
6. You should be redirected back to Airia with a success message

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Additional Resources

• Salesforce Connected Apps Documentation
• OAuth Tokens and Scopes

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Need help? Contact Airia support or your Salesforce administrator for assistance with Connected App configuration.