Setting up OAuth in Salesforce

This article describes how to setup OAuth for Salesforce authentication. 

Tip: OAuth is only required for Salesforce Article, and Case when Human Translation is required. If you use Salesforce Chat or Social Messaging, or if you use Case but do not require Human Translation, you do not need to set up OAuth authentication.

1. Authorizing OAuth for Salesforce Case
2. Authorizing OAuth for Salesforce Article
3. Revoking OAuth for Salesforce
4. Add Callback URLs for OAuth

Authorizing OAuth for Salesforce Case

1. Log in to the Salesforce instance in Lightning mode. Go to “Setup”.
2. In Quick Find, search for “App Manager”.
   
3. Click the “New Connected App” button in the upper right hand corner:
   

4. Populate the following fields:

   1. Connected App Name: Language IO Connected App
   2. API Name: Use the auto generated name
   3. Contact Name: [e-mail]
   4. Check Enable OAuth Settings
   5. Callback URL: https://golinguist.com/linguistnow/handleResponseOAuthDecision
   6. Selected OAuth Scopes:
      1. Manage user data via APIs (API)
      2. Perform requests at any time (refresh_token, offline_access)
   7. Check Require Secret for Web Server Flow.
   8. Check Require Secret for Refresh Token Flow.
   9. Press “Save”, then press “Continue”.
      
      Note: It may take between 2 and 10 minutes for changes to go into effect.
   10. Next, in the API (Enable OAuth Settings) section, click on the Manage Consumer Details button. 
       
   11. The Consumer Details screen opens. Copy the Consumer Key and Consumer Secret. Store them in a safe place and share them to Language I/O when they set up your account.
       
       
   12. Create an account in Salesforce that can login to the site with the proper permissions required for the plugin you want to enable. This account is what defines the permissions LIO uses via the access token that OAuth retrieves.
   13. Login to the following Language I/O page:
       https://golinguist.com/linguistnow/consumer/response-oauth
       
       
       Note: If it does not work, log off with the following link, then try again:
       https://golinguist.com/linguistnow/launch/logout
   14. You are redirected to your Salesforce instance. Log in with the account you just set up and approve the requested permissions.
   15. After approving the permissions, you are redirected to a Language I/O page with a message that OAuth was successful.

Authorizing OAuth for Salesforce Article

1. Log in to the Salesforce instance in Lightning mode. Go to “Setup”.
2. In Quick Find, search for “App Manager”.
   
3. Click the “New Connected App” button in the upper right hand corner:
   

4. Populate the following fields:

   1. Connected App Name: Language IO Connected App
   2. API Name: Use the auto generated name
   3. Contact Name: [e-mail]
   4. Check Enable OAuth Settings
   5. Callback URL: https://golinguist.com/linguistnow/handleHelpOAuthDecision
   6. Selected OAuth Scopes:
      1. Manage user data via APIs (API)
      2. Access content resources (content)
      3. Perform requests at any time (refresh_token, offline_access)
   7. Check Require Secret for Web Server Flow.
   8. Check Require Secret for Refresh Token Flow.
   9. Press “Save”, then press “Continue”.
      
      Note: It may take between 2 and 10 minutes for changes to go into effect.
   10. Next, in the API (Enable OAuth Settings) section, click on the Manage Consumer Details button. 
       
   11. The Consumer Details screen opens. Copy the Consumer Key and Consumer Secret. Store them in a safe place and share them to Language I/O when they set up your account.
       
       
   12. Create an account in Salesforce that can login to the site with the proper permissions required for the plugin you want to enable. This account is what defines the permissions LIO uses via the access token that OAuth retrieves.
   13. Login to the following Language I/O page:
       https://golinguist.com/linguistnow/consumer/help-oauth
       
       
       Note: If it does not work, log off with the following link, then try again:
       https://golinguist.com/linguistnow/launch/logout
   14. You are redirected to your Salesforce instance. Log in with the account you just set up and approve the requested permissions.
   15. After approving the permissions, you are redirected to a Language I/O page with a message that OAuth was successful.

Revoking OAuth for Salesforce

1. To revoke an auth token run the following Get request: https://login.salesforce.com/services/oauth2/revoke?token=[Add token value here]

Add Callback URLs for OAuth

1. To whitelist URLs for the OAuth callback go to Lightning mode
2. Browse to setup
3. Search for and launch “App Manager”
4. Select edit for the Connected App being used for OAuth
5. Add or modify the new callback URL to the “Callback URL” field