Salesforce OAuth-based Authentication

Connect Aptivio Market Monitor with Salesforce via OAuth-based Authentication after installing App from AppExchange

Our base package from AppExchange creates custom data types (Narratives, Buyers and Signals) that are kept synchronized externally from AptivIO.

In order for AptivIO to connect to your SF org APIs a new "Connected Application" must be created with the proper permissions.

Configuring a connected app:

1. Open the "App Manager" from Setup (Search for "App Manager")

2. Create a new "Connected App" with the following settings

  • Name: suggest "AptivAPI"
  • Enable OAuth: check
  • Callback URL

  • Selected OAuth Scopes
    • Access and manage your data
    • Access your basic information
    • Allow access to your unique identifier
    • Perform Requests on your behalf at any time
    • Provide access to custom applications
    • Provide Access to your data view the web
  • Require Secret for web server flow: check

3. Click Save and Continue on Next Page to get to the Summary Page. 

On that page click to reveal the Custom Secret and copy both the "Customer Key" and "Consumer Secret" for entry later into the AptivIO Admin Site.

3a.  The current policies for this connected app have IP restrictions on which needs to be changed to Relax IP Restrictions.  Getting to this page is tricky though. Go back to settings, goto Applications, find our connected app, click the ... action and choose Managed. Then choose Edit Policies.  

4. Log into the AptivIO application and access the Account Admin site (not Team Admin) to configure the rest

    1. Check OAuth and go through the authentication steps.