How to connect Salesforce to Thinkific via OAuth2
Setting Up A Salesforce Connection
Before you get started, Salesforce has its own overview of this process, which details each step: https://help.salesforce.com/s/articleView?id=sf.ev_relay_create_connected_app.htm&type=5
1. Log into your Salesforce Dashboard
2. Click Platform Tools, then App Manager, followed by New Connected App
3. Enter the application details, then click Enable OAuth Settings. The following settings are an example and may be altered as needed to meet client requirements. At a minimum, the OAuth app should return the user’s name and email.
The callback URL is the address of your WooNinja SSO application, followed by /login/salesforce/callback E.g. https://connect.wooninja.io/login/salesforce/callback
4. Click Save
5. Click Manage Consumer Details
Important: Leave this window open as you will shortly need credentials from it.
6. In a new window, open the WooNinja SSO application. Login using your email and password, and click Add Connection
7. In the modal, refer to your other window from Salesforce that displays your Salesforce Consumer Key and Secret:
- Enter the Client ID (Key) and Secret
- Select Salesforce as your provider
- Click Add, and in the box, type instance_url and in the next box, enter your Salesforce domain e.g. https://dev-ed.my.salesforce.com Do not add a trailing slash at the end of the URL.
When complete, your modal should look similar to this:
Important:
- Verify your information before proceeding, as you cannot modify this data once the connection is set up.
Finally, click Create
8. When the connection is saved successfully, you can click View Connection Details to display the login link your users must click to gain access to Salesforce
Top Tip: We recommend you copy the Login link to an incognito browser, open it and verify the login flow is working correctly.