To retrieve account information from Aria via HTTP OAuth notifications, you must follow the prerequisites and set up steps below.
Prerequisites
You must first configure the authorization in Salesforce and Aria to begin receiving HTTP Notifications for syncing accounts by following the below tasks.
- Retrieve Consumer Key and Consumer Secret from Salesforce.
- Configure notifications through OAuth within Aria.
Each of these tasks are described in detail below.
Retrieve Consumer Key and Consumer Secret from Salesforce
Getting Here: Click Setup > App Setup > Create Apps
Note: To support Aria Event Notifications in Salesforce through OAuth 2.0, you must be logged into Salesforce as a System Administrator.
- Click the New button within the Connected Apps section.
The New Connected App page displays.
- Complete the following fields within the Basic Information section:
- Enter the name of the connected application in the Connected App Name field.
- Enter the name of the API used when referring to your application from a program in the API Name field.
This field auto-populates, defaulting to a version of the Connected App Name, without spaces.
- Enter an email that Salesforce should use for contacting you or your support team in the Contact Email field.
- Fill in any applicable, non-required fields.
- Complete the following fields within the API (Enable OAuth Settings) section:
- Select the Enable OAuth Settings checkbox under the API (Enable OAuth Settings) section to configure authentication settings.
Additional fields populate.
- Enter a callback URL (endpoint) in the Callback URL field that Salesforce calls back to your application during OAuth.
The callback URL can be the same value as the "Aria Remote site URL" value specified in the Aria API Configuration, or it can be a placeholder value, such as http://localhost:3000/oauthcallback.html. The callback URL is a mandatory field for the OAuth configuration, but is not used by the Salesforce connector, so it can be any placeholder value.
- Select the Full access (full) option from the Available OAuth Scopes field. Add all other supported OAuth scopes to the Selected OAuth Scopes field.
These scopes refer to permissions given by the user running the connected application, and are followed by their OAuth token name in parentheses.
The saved configuration displays.
- Save the Consumer Key and Consumer Secret information.
You will need to provide these within Aria's Event Notification settings.
Configure Notifications through OAuth within Aria
Getting Here: Click Configuration > Notifications > Events
- Choose the event type for which you want to configure the notification through OAuth (e.g. Accounts, Orders...etc.).
- Click the Step Results tab.
- Click the +Add another step button.
A new Step Result form populates.
- Adjust the number in the Order field, if you have multiple steps and would like to rearrange the order.
- Select the OAuth Method from the Method drop-down.
Additional fields populate.
- Complete the following fields:
- Enter your Salesforce login ID in the User ID field.
- Enter your Salesforce password in the Password field.
- Enter the previously generated consumer key in the Consumer Key field.
- Enter the previously generated consumer secret in the Consumer Secret field.
- Enter a Salesforce security token in the Security Token field.
- Enter the endpoint URL in the below format for different instances in the Endpoint URL field.
- For Salesforce Sandbox org: test.salesforce.com/services/apexrest/ASF/ariaHttpsEventListner
- For Salesforce Production org: login.salesforce.com/services/apexrest/ASF/ariaHttpsEventListner
