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Revert "Revert "Marp 608 Improve the documentation for Salesforce con…
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…figurati…" (#24)

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HoDacVu90 authored Jul 17, 2024
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46 changes: 41 additions & 5 deletions salesforce-connector-product/README.md
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Expand Up @@ -71,11 +71,47 @@ This connector builds the REST API and provides a way to access Salesforce resou
For a client application to access REST API resources, it must be authorized as a trusted visitor. To implement this authorization, utilize a **Connected App** and employ the **OAuth 2.0** authorization flow.

**Important steps**

- Create a Connected App to generate the necessary authentication information.
- Configure authentication providers for your application.
- Activate the required settings in OAuth and OpenID Connect settings to facilitate secure authentication.
- Set up Named Credentials to manage and secure access to external services.

1. Create a Connected App to generate the necessary authentication information

- Go to **Setup** -> **Apps** -> **App Manager** -> click on button **New Connected App**

![new-connected-app](images/sf-app-manager-01.png)

- Input all needed information

![input-connected-app-info](images/sf-app-manager-02.png)

- Generate Consumer key And Consumer secret

![consumer-key-and-secret](images/sf-app-manager-04.png)

- Configure Client credential flow

![client-credential-flow-user](images/sf-app-manager-03.png)


2. Configure authentication providers for your application

- Go to **Setup** -> **Auth.provider** -> **New**

![auth-provider](images/sf-auth-provider.png)



3. Activate the required settings in OAuth and OpenID Connect settings to facilitate secure authentication

- Go to **Setup** -> **OAuth and OpenID Connect Settings** -> Enable checkboxes

![oauth-and-openId](images/sf-auth-openId.png)



4. Set up Named Credentials to manage and secure access to external services

- Go to **Setup** -> **Named Credentials** -> **New legacy**

![named-credential](images/sf-named-credential.png)


### Integrate the connector into your project
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