Cobalt offers both Key Based and OAuth 2.0 integration for Salesloft. In this guide, we will look at the OAuth App setup process. To setup your Salesloft app in Cobalt for OAuth, you will need the following credentials from your Salesloft Developer account:
  • Client ID
  • Client Secret
  • Scopes

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Pre-requisites

  1. Salesloft Developer account.

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Required Settings

  • Mandatory Scopes
  1. Accounts: Manage
  2. Accounts: Read
If you haven’t already created an app in Salesloft, you’d need to create one.

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Creating an app in Salesloft

To create a Salesloft app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your Salesloft Developer account.
  2. Click on the Manage Apps button in the top nav bar.
Navigation for App setup
  1. Click on Create New button in OAuth Applications.
  2. Go to your Apps catalog in Cobalt > Search for Salesloft > Settings > Use your credentials > Callback Url > Copy it.
  3. Give the app Name > Paste the Callback Url copied under Redirect URL field > Select Application Type as Public application > Select the required Scopes and click on Save.
Appl type is selected as Public Application to ensure people outside your organization can authenticate with it as well.
  1. Copy the Application ID (Client ID) and Secret(Client Secret) displayed on the screen.
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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Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section. For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform. OAuth Scopes Once the scopes has been added to the application in Cobalt, go to your Salesloft Developer account and update the scopes as added on Cobalt. Select the OAuth App created for Cobalt and click on Edit for it > Add the scopes under Scopes as added in Cobalt > Click on Submit.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.

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Getting Production Credentials of App

Once you’ve built your app using OAuth Authenication, you must submit it to be reviewed for allowlisting so that it can be used by other Salesloft instances.
To more about the Salesloft App Publishing process, refer here.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Salesloft actions and triggers. Following are the set of Salesloft actions and triggers supported by Cobalt.