New Salesforce Access Token

Configures a new access token for Salesforce.

Screen



How to Start

  1. On the Application Explorer screen, do one of these:
  2. On the Select Primary Data Source screen, select Salesforce .
  3. Click Next.
  4. On the Salesforce Configuration screen > Configuration tab, in the Salesforce field, click Add Token .

Fields

Field Name Definition

Token Name

Function:
Specifies the unique name for your connection to Salesforce.
Accepted Values:
A text string that can include letters, numbers, and spaces
Default Value:
None

Environment

Function:
Specifies if your environment is for development or production.
Accepted Values:
  • Production - The environment uses to contain the production data.
  • Sandbox - The environment uses to create and test your applications.
Default Value:
Production

Consumer Key

Function:
Specifies the Consumer Key of the app you created or added in Salesforce.

For more information, refer to How Do I Find the Consumer Key and Consumer Secret in Salesforce?.

Accepted Values:
A valid consumer key from Salesforce.
Default Value:
None

Consumer Secret

Function:
Specifies the Consumer Secret of the app you created or added in Salesforce.

For more information, refer to How Do I Find the Consumer Key and Consumer Secret in Salesforce?.

Accepted Values:
A valid consumer secret from Salesforce.
Default Value:
None

Redirect URL

Function:
Specifies the callback URL from the connected application.
Accepted Values:
A valid URL.
Default Value:
https://mysite.com/manage/shared/success.html

Description

Function:
A description for your access token.
Accepted Values:
More than one line of text.
Default Value:
None

Get OAuth2 Access Token

Function:
Sends a request to the Salesforce application service to get the access token.

To complete this process, you must sign in to Salesforce, and specify your consent when prompted.

OAuth2 Access Token

Function:
Specifies an access token, or code, from Salesforce.
Accepted Values:
A valid access token

This value comes from Salesforce.

Default Value:
An unique access token.

Renewal Rate

Function:
Specifies how frequently to renew your application's access token.
Accepted Values:
  • Disabled
  • Every 15 minutes
  • Every half an hour
  • Every hour
  • Every 2 hours
  • Every 4 hours
  • Every 6 hours
  • Every 8 hours
  • Every half day
  • Once a day at midnight
  • Once a day at noon
  • Every other day at midnight
  • Every Sunday at midnight
Default Value:
Disabled

Encrypt

Function:
Stores the access token in the AgilePoint database as encrypted data.
AgilePoint recommends you to store this access token in the database in encrypted format.
Accepted Values:
  • Deselected - The access token is in plain text in the database.
  • Selected - The access token is encrypted in the database.
Default Value:
Selected

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