Salesforce

From Setup, enter ”App Manager” in the Quick Find box, and select App Manager.
Click New Connected App at the top right.
Enter the Connected App Name, API Name and Contact Email
Enable OAuth Settings, enter the callback URL https:// and select the scope Access Connect REST API resources (chatter_api)
Save the App
Keep note of the the Consumer Key and Consumer Secret from the "API (Enable OAuth Settings)" section
Go to the App Manager, find the App you just created and click Manage in the dropdown at the right
Click the Edit Policies Button
Select Relax IP restrictions and save the changes
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Please send to your Causal point-of-contact the following (can be shared via 1password securely):
Consumer Key
Consumer Secret
Username (Email Address) and Password (make sure that the user can access the reports)
The Report IDs
Merge
Causal API
Last modified 1yr ago