After you install the B2C Commerce data kit, create a segment, and create a data graph, you create a connected app.
- Login to your Salesforce org.
- From Setup, in the Quick Find box, enter External Client App Manager.
- Click New External Client App.
- Specify an app name and contact email address.
-
Select Enable OAuth.
When you select this setting, additional OAuth-related settings are displayed.
- Enter callback URL as https://login.salesforce.com/services/oauth2/success.
-
Add the following OAuth scopes to the Selected OAuth Scopes
list:
- Manage Data 360 profile data (cdp_profile_api)
- Manage user data via APIs (api)
- Perform ANSI SQL queries on Data 360 data (cdp_query_api)
- Perform requests at any time (refresh_token, offline_access)
- Perform segmentation on Data 360 data (cdp_segment_api)
- Select Enable Client Credentials Flow.
- Select Enable Device Flow.
- Select Require Secret for Web Server Flow.
- Select Require Secret for Refresh Token Flow.
- Deselect Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows.
- Click Save.
- Navigate to External Client App Manager and click your app.
- Click Edit Policies.
-
Under Client Credentials Flow, search for and select a user.
You can select any user of the organization that has access to multi-factor authentication (MFA) - email or push notifications.
- Under Refresh Token policy, choose Refresh Token is valid until revoked.
- For IP Relaxation, select Relax IP restrictions.
- Click Save.