> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Connect to your Salesforce Financial Services Cloud app for OAuth.

To setup your Salesforce Financial Services Cloud app in Refold for OAuth, you will need the following credentials from your Salesforce Financial Services Cloud account:

* Client ID
* Client Secret
* Scopes

### Pre-requisites

1. Salesforce Financial Services Cloud account. You can create one [here](https://www.salesforce.com/form/signup/financial-services-cloud-trial/).

### 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

<Info>If you haven't already created an app in Salesforce Financial Services Cloud, you'd need to create one.</Info>

### 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.

<img height="200" src="https://mintcdn.com/cobalt-55/6ZvwOHqAhmVnIyqF/images/Salesforce_fsc/fsc_navigate.png?fit=max&auto=format&n=6ZvwOHqAhmVnIyqF&q=85&s=d08d177efac6f4a7553b780d01988ec9" alt="Navigation for App setup" data-path="images/Salesforce_fsc/fsc_navigate.png" />

3. Select `Apps` > `App Manager` options from the left side menu under `Platform Tools` section.
4. Select `New Connected App` button in the setup page.
5. Enter the basic details of your application
6. Under **API (Enable OAuth Settings)**, mark the `Enable OAuth Settings` checkbox.
7. Go to your [`Apps catalog`](https://app.gocobalt.io/apps) > Search for `Salesforce Finance` > `Settings` > `Use your credentials` > `Callback Url` > Copy it. Paste this under the `Callback URL` field of the app.
8. Select the required scopes, including the **mandatory scopes** mentioned above .
9. Enable the required **App Settings** mentioned above, click on the `Save` button and click `Continue`.

<img height="200" src="https://mintcdn.com/cobalt-55/6ZvwOHqAhmVnIyqF/images/Salesforce_fsc/fsc_config.png?fit=max&auto=format&n=6ZvwOHqAhmVnIyqF&q=85&s=df61e3a4bd3839e2d858a3c80da1fee0" alt="Setting up Finance Cloud Developer app" data-path="images/Salesforce_fsc/fsc_config.png" />

10. 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**.

<img height="200" src="https://mintcdn.com/cobalt-55/6ZvwOHqAhmVnIyqF/images/Salesforce_fsc/fsc_credentials.png?fit=max&auto=format&n=6ZvwOHqAhmVnIyqF&q=85&s=51494f25dbe40a52d5c79326fe114de4" alt="Getting Credentials" data-path="images/Salesforce_fsc/fsc_credentials.png" />

#### Configuring credentials in Refold

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.

<img height="200" src="https://mintcdn.com/cobalt-55/6ZvwOHqAhmVnIyqF/images/Salesforce_fsc/fsc_cobalt.png?fit=max&auto=format&n=6ZvwOHqAhmVnIyqF&q=85&s=d3468328ae9c88a69a4ef7d18ae0aea4" alt="Setting up application client credentials" data-path="images/Salesforce_fsc/fsc_cobalt.png" />

Provide the acquired Client ID and Client Secret under Settings of the app and save it.

#### 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 Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Account">
        1. **Create Account** - Create an account in Salesforce Financial Services Cloud.
      </Accordion>

      <Accordion title="Goal">
        2. **Create Goal** - Create a goal in Salesforce Financial Services Cloud.
        3. **Update Goal** - Update a goal in Salesforce Financial Services Cloud.
        4. **Search Goal** - Search a goal in Salesforce Financial Services Cloud.
      </Accordion>

      <Accordion title="Record Alert">
        5. **Create Record Alert Person** - Create record alert for Person account in Salesforce Financial Services Cloud.
        6. **Create Record Alert Financial** - Create record alert for Financial account in Salesforce Financial Services Cloud.
      </Accordion>

      <Accordion title="Others">
        7. **HTTP Request** - Make HTTP API calls to any Salesforce Financial Services Cloud documented REST APIs.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    There are no triggers in this application.
  </Tab>
</Tabs>