1. Log into Salesforce using an account with administrator access.
2. To access the Code and Credentials Flow settings, allow external client apps to access the flow.
   • From Setup, in the Quick Find box, enter OAuth, and then select OAuth and OpenID Connect Settings.
   • Turn on Allow Authorization Code and Credentials Flows.
3. Create a new connected app.
   • Lightning view: Open Platform Tools > Apps > External Client App > Settings. (Or from Setup, enter External Client Apps in the Quick Find box, then select Settings in the External Client App section.)
     • Turn on Allow creation of connected apps, if it's off.
       
     • Click New Connected App.
   • Classic view: No longer supported.
4. Configure basic connected app settings:
   • Enter the name of your application (Totango Connected App or your choice).
   • The name "TotangoApp" and "TotangoAppSandbox" are saved for the Totango package. Please do not use those names to prevent duplication.
   • Enter the contact email information, as well as any other information appropriate for your application.
5. Enable OAuth Settings for API Integration.
   • In the API (Enable OAuth Settings) area of the page, select Enable OAuth Settings.
   • Enter this Callback URL: https://app.totango.com/auth/connector/callback.
   • OAuth scopes are permissions given by the user running the connected app. Add these scopes to the Selected OAuth Scopes:
     • Full access (full)
     • Perform requests on your behalf at any time (refresh_token, offline_access). This permission allows the integration to ask for a token refresh without user intervention. Token validation is usually configured to 120 minutes, you can change it per your company standards.
   • Ensure the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows box is cleared (not checked).
6. Click Save.
7. Click Continue.

It will take 30-45 minutes before your new connected app is propagated through Salesforce infrastructure. The below steps will fail if you have not waited for it. If you experience failure with the below after 1 hour has lapsed, please contact our support team.

1. Within Salesforce, open Platform Tools > Apps > Connected Apps > Manage Connected Apps.
2. Locate the app you just set up, and click View. 
   
   
3. Within the app details, click Manage Consumer Details.
4. Copy the Consumer Key and Consumer Secret. (The secret may be protected by a "click to reveal" link and/or a verification identity.)
   

1. In Totango, click Settings from the left nav.
2. Expand Data Management > Customer Data Hub.
3. From the list of active connectors (left), choose CRMs.
4. From the list of available connectors, hover over Salesforce or Salesforce Aggregation, and click Connect (or View Integrations).
   
5. Enter a name and description for the connection (e.g., Acme Salesforce Production). Because you can have multiple connections with a connector (using different authentication profiles), a name and description helps you identify the connection later.
6. Add the Consumer Key and Consumer Secret from the previous steps.
7. Choose Production or Sandbox.
8. Click Connect.
9. Enter your Salesforce credentials when prompted, unless you are already connected in a different tab of the browser (e.g., the OAuth configuration will take the credentials stored in your active browser session).

You can now schedule a Salesforce integration job using the connection.