To be able to talk to Salesforce from RINT we need to setup a connected app in Salesforce and the user that will access the API.
Add Connected App
- Login to Salesforce (we used the https://login.salesforce.com)
Click the Cog then Setup you will end up on the page .../lightning/setup/NavigationMenus/home
Under section Platform Tools → Expand Apps and click on App Manager
- Click New Connected App button
- Enter
Connected App Name
API Name
Contact Email - Check the Enable OAuth Settings
Enter the callback url. This is the url found on the Authentication page in RINT when creating a new OAuth.
Or enter manually <baseUrl>/secure/RestfulClientAction.jspaIn the Selected OAuth Scopes select the access level, in our example we will use Full access (full) and Perform requests on your behalf at any time (refresh_token, offline_access)
Note. Must have Perform requests on your behalf at any time (refresh_token, offline_access) to make it a refresh token, otherwise the connection dies.Click Save
Set the Permission Set
Make sure the API user has enough permission, here is an example of adding a new permission set and adding that to a user.
- Under section Platform Tools → Expand Users
- Click New (or reuse existing, don´t click new view)
- Enter a name such as API
- Click System Permissions
Check API Enabled and Apex REST Services
Click on Users
Click on the user that you will use for API access
- Scroll down to Permission Set and edit. Assign the new API permission set to the user
Save and all done!
Some resources
Assign Permission Sets to a Single User
How Do I Enable API Access in Salesforce Lightning Experience by the Permission Set?