Step 1: Create an External Client App and Configure Policies

Make sure you have the public key file saved on your system. When you create the ExternalClientApp, you'll require the file to upload. If you don't have a self-signed certificate, follow the steps to Create a Private Key and Self-Signed Digital Certificate.

1. From Setup, in the Quick Find box, enter External Client Apps.
2. Click External Client App and then click New External Client App.
3. Under Basic Information, enter this information.
   • External Client App Name: {prefix} {externalClientAppName}
   • API Name: {prefix}_{externalClientAppName}
   • Contact Email: [notification email]
   • Description: [optional description]
4. Under API (Enable OAuth Settings), click Enable OAuth.
5. Add a callback URL (endpoint), which is the same as the OAuth redirect URI. We recommend you use https://www.salesforce.com/in.
6. Select these OAuth Scopes:
   • Access Interaction API resources (interaction_api)
   • Perform Requests at any time (refresh_token, offline_access)
7. Click Enable JWT Bearer Flow and upload the public certificate. For more information on JWT Bearer Flow and certificates, see JWT Bearer Flow.
8. Click Create.
9. Click the Policies tab and then click Edit.
10. Under OAuth Policies, from Permitted Users select Admin approved users are pre-authorized, and then click Ok.
11. Under Select Profiles, select the System Administrator profile.
12. Click Save.

Next Steps

After you create the external client app, generate an access token.