Connect Salesforce with App Xchange

Follow these steps to connect Vista with App Xchange.

  1. Prepare your Salesforce environment.
    1. Sign into https://[MyDomainName].my.salesforce.com.
    2. Select the gear icon at the top right.
      The settings page opens.
    3. Select Apps > External Client Apps > External Client App Manager > New External Client App.
    4. Configure the app settings as specified below. All other settings can be left as their default values.
      • External Client App Name: Enter a name for your application (e.g., App Xchange). The API Name will auto-populate.
      • Contact Email: Enter your email address.
      • Distribution: Select State ->Local.
      • Enable OAuth Settings: Select this checkbox.
      • Select Consumer Key and Secret to generate your credentials. Securely record them for later use.
      • Callback URL: Enter https://api.xchange.trimble.com/app-builder/v1/oauth/authenticate/callback.
      • Selected OAuth Scopes: Add the following scopes to the Available column.
        • Manage user data via APIs (api)
        • Manage user data via web browsers (web)
        • Perform requests at any time
      • Flow Enablement: Select all checkboxes but JWT Bearer Flow.
      • Security: Select all checkboxes but require proof key for code exchange.
  2. Enter the connector details in App Xchange.
    • Name: Enter a descriptive name for your connection.
    • OAuth Client: Create a new OAuth Client using the OAuth2CodeFlow connection definition. Enter following values. For detailed instructions on creating a new OAuth Client, see Create an OAuth Client.
      • Client ID: Use the Consumer Key you recorded in step 1d.
      • Client Secret: Use the Consumer Secret you recorded in step 1d.
      • Authorization URL: https://[MyDomainName].my.salesforce.com/services/oauth2/authorize
      • Token URL: https://[MyDomainName].my.salesforce.com/services/oauth2/token
      • Refresh URL: https://[MyDomainName].my.salesforce.com/services/oauth2/token
      • Scope: refresh_token web api
      • Prompt: Login
      • Client Authentication: Basic Auth header
    • Domain: Enter your access URL. For example, https://[MyDomainName].my.salesforce.com.
    • API Version: Enter 66.0 as the current latest, or another version as needed.

      You must follow the exact XX.X syntax, even if there is no minor version. Salesforce frequently changes versions. For more information, see the Salesforce REST API Developer Guide.

      This field is customizable for future needs.

Note: If you encounter connection errors, check your Opportunities table permissions. The connector validates your credentials by testing access to this table first.