To setup your Salesforce Financial Services Cloud app in Cobalt for OAuth, you will need the following credentials from your Salesforce Financial Services Cloud account:
  • Client ID
  • Client Secret
  • Scopes

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Pre-requisites

  1. Salesforce Financial Services Cloud account. You can create one here.

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Required Settings

  • Mandatory Scopes
  1. api
  2. refresh token
  • App Settings
  1. Require Secret for Refresh Token Flow
  2. Enable Authorization Code and Credentials Flow
  3. Enable Token Exchange Flow
  4. Require Secret for Token Exchange Flow
  5. Issue JSON Web Token (JWT)-based access tokens for named users
If you haven’t already created an app in Salesforce Financial Services Cloud, you’d need to create one.

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Creating an app in Salesforce Financial Services Cloud

To create a Salesforce Financial Services Cloud app and acquire the app credentials, please follow the steps mentioned below:
  1. Log in to your Salesforce Financial Services Cloud dashboard with your developer account credentials.
  2. Click on the Gear icon in the top right and select Setup button.
Navigation for App setup
  1. Select Apps > App Manager options from the left side menu under Platform Tools section.
  2. Select New Connected App button in the setup page.
  3. Enter the basic details of your application
  4. Under API (Enable OAuth Settings), mark the Enable OAuth Settings checkbox.
  5. Go to your Apps catalog > Search for Salesforce Finance > Settings > Use your credentials > Callback Url > Copy it. Paste this under the Callback URL field of the app.
  6. Select the required scopes, including the mandatory scopes mentioned above .
  7. Enable the required App Settings mentioned above, click on the Save button and click Continue.
Setting up Finance Cloud Developer app
  1. Click on the Manage Consumer Details button under the API (Enable OAuth Settings) section, verify your identity and copy the Consumer Key and Consumer Secret.
Getting Credentials

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Salesforce Financial Services Cloud actions and triggers. Following are the set of Salesforce Financial Services Cloud actions and triggers supported by Cobalt.
  1. Create Account - Create an account in Salesforce Financial Services Cloud.
  1. Create Goal - Create a goal in Salesforce Financial Services Cloud.
  2. Update Goal - Update a goal in Salesforce Financial Services Cloud.
  3. Search Goal - Search a goal in Salesforce Financial Services Cloud.
  1. Create Record Alert Person - Create record alert for Person account in Salesforce Financial Services Cloud.
  2. Create Record Alert Financial - Create record alert for Financial account in Salesforce Financial Services Cloud.
  1. HTTP Request - Make HTTP API calls to any Salesforce Financial Services Cloud documented REST APIs.