Create an External Client App to Integrate with Loyalty Management

Create an external client app for Loyalty Management Mobile SDK to request access to Salesforce APIs and to enable secure integration with the APIs. To request access, integrate the app with the Salesforce API by using the OAuth 2.0 protocol.

Required Editions
Available in: all editions that have Loyalty Management enabled
User Permissions Needed
To read, create, update, or delete connected apps:Customize Application. AND. Modify All Data. OR. Manage Connected Apps.

  1. Create an External Client App

  2. Under API (Enable OAuth Settings), select Enable OAuth Settings

  3. In the Callback URL, enter a URL where Salesforce can send OAuth2 responses.

  4. Add these scopes to the Selected OAuth Scopes list.

    • Access the identity URL service (id, profile, email, address, phone)
    • Access Visualforce applications (visualforce)
    • Manage user data via APIs (api)
    • Perform requests at any time (refresh_token, offline_access)

  5. Select Enable Authorization Code and Credential Flow Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows Require Secret for Web Server Flow Require Secret for Refresh Token Flow

  6. Save the app.

  7. From Setup, in the Quick Find box, enter External Client Apps Manager External Client Apps Manager

  8. From the actions list for the external client app, select Edit Policies

  9. Under OAuth Policies, from the Permitted Users dropdown, select Admin approved users are Pre-authorized

  10. Select Relax IP restrictions

  11. Select Refresh token is valid until revoked

  12. Save your changes.

From the App Manager, for the external client app, click Manage Consumer Details, and copy the consumer key and consumer secret. Use these credentials in mobile applications to authenticate with Salesforce APIs.

See Also