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Prerequisites

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OAuth, OAuthPKCE, and OAuthJWT

To use OAuth, OAuthPKCE, or OAuthJWT authentication, you must create a Connected App in Salesforce:
1
Log in to Salesforce Data 360 and click Setup.
2
In the Quick Find box, search for App Manager, then click New Connected App.
3
Enter a name for your app and your email address. Then select:
  • Enable OAuth Settings
  • Enable Authorization Code and Credentials Flow
  • Enable Token Exchange Flow
4
Set the Callback URL to https://oauth.cdata.com/oauth/.
5
Add the following OAuth scopes:
  • Manage user data via APIs (api)
  • Perform requests at any time (refresh_token, offline_access)
  • Manage Data 360 profile data (cdp_profile_api)
  • Perform ANSI SQL queries on Data 360 data (cdp_query_api)
  • Manage Data 360 Identity Resolution (cdp_identityresolution_api)
  • Manage Data 360 Calculated Insight data (cdp_calculated_insight_api)
6
Click Save and Continue. Make note of the Consumer Key and Consumer Secret. In Connect AI, these are entered as the OAuth Client Id and OAuth Client Secret.

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OAuthClient

To use OAuthClient authentication, you must create a Connected App with the client credentials flow enabled:
1
Log in to Salesforce Data 360 and click Setup.
2
In the Quick Find box, search for App Manager, then click New Connected App.
3
Enter a name for your app and your email address. Then select:
  • Enable OAuth Settings
  • Enable Client Credentials Flow
  • Enable Token Exchange Flow
4
Select an execution user for the flow.
5
Add the following OAuth scopes:
  • Manage user data via APIs (api)
  • Perform requests at any time (refresh_token, offline_access)
  • Manage Data 360 profile data (cdp_profile_api)
  • Perform ANSI SQL queries on Data 360 data (cdp_query_api)
  • Manage Data 360 Identity Resolution (cdp_identityresolution_api)
  • Manage Data 360 Calculated Insight data (cdp_calculated_insight_api)
  • Manage user data via Web browsers (web)
6
Click Save and Continue.
7
From the connected app detail page, click Manage, then click Edit Policies.
8
Under Client Credentials Flow, click the search icon next to Run As and select the execution user. For Enterprise Edition orgs, select a user with the API Only User permission.
9
Save your changes. Make note of the Consumer Key and Consumer Secret. In Connect AI, these are entered as the OAuth Client Id and OAuth Client Secret.

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Setup Guide

Follow these steps to connect Salesforce Data 360 to your Connect AI account:
1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Salesforce Data 360 into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
5
(Optional) Enter the Salesforce Access Token that is used for authentication in the Salesforce instance.
6
Select the Auth Scheme, then proceed to the relevant section and follow those instructions.

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Authentication Methods

1
Enter the OAuth Client Id and OAuth Client Secret obtained from your Salesforce Connected App.
2
Click Sign in to connect securely through OAuth. This action opens the Salesforce sign-in page in a new tab.
3
Log in to your Salesforce account and provide the requested permissions (if applicable).
4
At the top of the Connect AI Add Connection page, click Save & Test.
  • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
  • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
  • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
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