Creating a Salesforce Connected App

To integrate ProfileSync with Salesforce, you'll need to get a Salesforce developer's account and create a Salesforce connected app. Creating a connected app is beyond the scope of this documentation; however, we can tell you that:

  • The connected app must adhere to the requirements spelled out in the document OAuth 2.0 JWT Bearer Token Flow. That document "… defines how a JSON Web Token (JWT) is used to request an OAuth access token from Salesforce when a client wants to use a previous authorization."
  • You will need an X.509 certificate in order to create the app. You can generate and sign the certificate yourself, or issue a Certificate Signing Request to your Certificate Authority. In addition, the RSA Private Key for that certificate must be stored in your API Client settings. See the Adding ProfileSync Custom Settings section of this document for more information.