Add Salesforce Access Token screen

Adds the information for a Salesforce access token.



How to Start

  1. In the Manage Center, click App Builder > Global Access Tokens.
  2. On the Global Access Tokens screen, click Add Token
  3. On the Add Global Access Tokens > Select Application screen, select Salesforce .
  4. Click Next.

Fields

Field Name Definition

Access Token Name

Function:
Specifies the unique name for your connection to Salesforce.
Accepted Values:
A text string that can include letters, numbers, and spaces
Default Value:
None

Client ID

Function:
Specifies the client ID of the app you created or added in Salesforce.
Accepted Values:
A string with letters and numbers.
Default Value:
None

Client Secret ID

Function:
Specifies your client secret ID of the app you made or added in Salesforce.
Accepted Values:
A string with letters and numbers.
Default Value:
None

Redirect URL

Function:
Specifies the callback URL from the connected application.
Accepted Values:
A valid URL.
Default Value:
https://mysite.com/manage/shared/success.html

Description

Function:
A description for your access token.
Accepted Values:
More than one line of text.
Default Value:
None

Get OAuth2 Access Token

Function:
Sends a request to Salesforce application service to get the access token.

To complete this process, you must log in to Salesforce application, and specify your consent when prompted.

OAuth2 Access Token

Function:
Specifies an access token, or code, supplied by Salesforce.
Accepted Values:
A valid access token

This value is completed by Salesforce.

Default Value:
An unique access token.

Renewal Rate

Function:
Specifies how frequently to renew your application's access token.
Accepted Values:
  • Disabled
  • Every 15 minutes
  • Every half an hour
  • Every hour
  • Every 2 hours
  • Every 4 hours
  • Every 6 hours
  • Every 8 hours
  • Every half day
  • Once a day at midnight
  • Once a day at noon
  • Every other day at midnight
  • Every Sunday at midnight
Default Value:
Disabled

Encrypt

Function:
Holds the access token in the AgilePoint database as encrypted data.
Accepted Values:
  • Deselected - The access token is in plain text in the database.
  • Selected - The access token is encrypted in the database.
Default Value:
Deselected