How to configure Ticketing on Salesforce?
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In order to enable Ticketing on Salesforce, you will first have to set up a Connected App. You can read more about that in the following article.
Setting up a Connected App on Salesforce Setup
Step 1: Navigate to the Setup dashboard of Salesforce, as shown.
Step 2: Search for App Manager from the Quick find, and select New Connected App.
Step 3: Under Basic Information, fill the mandatory fields, as shown.
Step 4: Check the box for Enable OAuth Settings, and add this call back URL - https://login.salesforce.com/services/oauth2/success
Step 5: Next, check the box for digital signatures, upload the generated certificate file and also generate a private key.
Step 6: After clicking on save and continue, Consumer Key and Secret will be generated, note these down for future reference.
Step 7: To authorize the App, navigate to the below URL -
On clicking the above URL, the authorization page opens up as shown. Cick on Allow for all the stated permissions.
Step 8: The clientId(consumer key) and username will be used for creating the Connected Application with Haptik.