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Setup a Salesforce Developer Account

Setup a Salesforce Developer Account

Owned by Aryn Wiebe
Feb 14, 2024
2 min read

If you want to try out the Salesforce Adapter in Iguana X and you do not have a pre-existing Salesforce Account, then you can set up a free developer account:

Go to Developer Edition with Agentforce and Data Cloud to signup. They will send you an email to verify your account and setup your password.

Make sure both OAuth Flows are turned ON in Setup > Identity > OAuth and OpenID Connect Settings.

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  1. Go to App > App Manager and click New Connected App.

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  1. Fill in the required Basic Information. Click Enable OAuth Settings and include a required Callback URL and OAuth Scopes (Here we have selected full access for ease of development).

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  1. Enable Client Credentials Flow (the Salesforce Adapter uses this OAuth flow)

  2. Click SAVE at the top.

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At the top of your App, click Manage, then Edit Policies.

  1. Under OAuth Policies, set the IP Relaxation to Relax IP restrictions, so we can access the API.

  2. Under Client Credentials Flow, Run As your User.

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In your App, click Manage Consumer Details. A verification code will be sent to your email to be entered before continuing the page displaying your App Consumer Key and Consumer Secret. Copy these two values to use in the Iguana Salesforce Adapter.

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