Alaris Connected App Setup for Traction Rec/Salesforce

Overview:

To integrate Alaris to your Traction Rec/Salesforce instance, you will first need to set up a Connected App in Salesforce.

Step-by-Step instructions

1. Log into your Salesforce instance, select the Gear icon in the top right, then select Setup.

2. On the left side, under the Identity section, click OAuth and OpenID Connect Settings, then on the right side, switch on the three settings show below.

3. On the left side, under the Apps section, click App Manager.

4. In the top right, select the New Connected App button.

5. In the Basic Information section, do the following:
   1. Type in Alaris in both the Connected App Name and the API Name fields.
   2. Type in an email of your choosing in the Contact Email field.

6. Scroll down to the API (Enable OAuth Settings) section and do the following:
   1. Checkmark the Enable OAuth Settings checkbox.
   2. Set the Callback URL to https://www.salesforce.com.
   3. In the Available OAuth Scopes select box, click on Manage user data via APIs (api) and click the Add button to move it to the Selected OAuth Scopes section.
   4. Checkmark the Require Secret for Web Server Flow checkbox.
   5. Checkmark the Require Secret for Refresh Token Flow checkbox.

7. Scroll to the very bottom of the screen and click the Save button.

8. Back on the App Manager page, on the right side, click the dropdown arrow next to the Alaris connected app that you just created, then click View.

9. In the API (Enable OAuth Settings) section, click the Manage Consumer Details button.

10. Note that you will most likely be prompted to enter in a verification code for security reasons - if not, skip to Step 12 below.

11. In the Consumer Details section, Copy both the Consumer Key and the Consumer Secret and send those to the Alaris contact that is helping you set up your integration.

12. Lastly, on the left side, scroll down to the Identity Menu, click OAuth and OpenID Connect Settings, make sure that Allow OAuth Username-Password Flows and Allow OAuth User-Agent Flows are switched on,