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| Note |
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The Sitecore OAuth2 implementation is not currently working because it expects a token expiry date. The public API endpoint is available instead. |
Create a new Connected App in Salesforce. Find the App Manager in setup, and click New Connected App at top right. Enable OAuth settings and set the Callback URL to “https://oauth.pstmn.io/v1/callback” to allow testing interactive flows with Postman, or whatever value you require (not used by Sitecore CDP). Select the appropriate scopes, e.g. api, refresh_token. Retrieve the Client ID and Secret once created.
Create a new Connection of type Destination in Sitecore CDP & Personalize. Use OAuth2 authentication with the following settings:
Token URL: https://<salesforce.domain>/services/oauth2/token
Client ID: from Connected App
Client Secret: from Connected App
The Salesforce refresh_token or password flows can client credential flow should be be used here. Click Show URL encoded form and add the required values.
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Client credentials flow
grant_type: refresh_tokenrefresh_token: (perform authorization code flow with Postman or other client and copy the token)
Password flow
grant_type: password
username: (Salesforce username)
password: (Salesforce password)_credentials
The endpoint should be https://<salesforce.domain>/services/apexrest/cdp4sapi/guestdata.