> ## 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 Salesloft app for OAuth.

Refold 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 Refold for OAuth, you will need the following credentials from your [Salesloft Developer account](https://developers.salesloft.com/):

* Client ID
* Client Secret
* Scopes

### Pre-requisites

1. Salesloft Developer account.

### Required Settings

* **Mandatory Scopes**

1. Accounts: Manage
2. Accounts: Read

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

### 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](https://developers.salesloft.com/).
2. Click on the `Manage Apps` button in the top nav bar.

<img height="200" src="https://mintcdn.com/cobalt-55/6ZvwOHqAhmVnIyqF/images/Salesloft/salesloft_navigation.png?fit=max&auto=format&n=6ZvwOHqAhmVnIyqF&q=85&s=e1aba7e847bec2ced334eb027228b746" alt="Navigation for App setup" data-path="images/Salesloft/salesloft_navigation.png" />

3. Click on `Create New` button in **OAuth Applications**.
4. Go to your [`Apps catalog`](https://app.gocobalt.io/apps) in **Refold** > Search for `Salesloft` > `Settings` > `Use your credentials` > `Callback Url` > Copy it.
5. 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`.

<Note>
  Appl type is selected as Public Application to ensure people outside your organization can authenticate with it as well.
</Note>

6. Copy the `Application ID` **(Client ID)** and `Secret`**(Client Secret)** displayed on the screen.

<img height="200" src="https://mintcdn.com/cobalt-55/6ZvwOHqAhmVnIyqF/images/Salesloft/salesloft_credentials.png?fit=max&auto=format&n=6ZvwOHqAhmVnIyqF&q=85&s=1959f2ca777f8ae42ff01bd0f02be010" alt="Getting Credentials" data-path="images/Salesloft/salesloft_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/Salesloft/salesloft_cobalt.png?fit=max&auto=format&n=6ZvwOHqAhmVnIyqF&q=85&s=076fa2335ad8a3d7a55f490f9b545225" alt="Setting up application client credentials" data-path="images/Salesloft/salesloft_cobalt.png" />

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

#### Configuring Scopes

Refold 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 Refold sets **mandatory scopes** which cannot be removed. Additional scopes can be selected from the drop down. Refold also has the provision to add any
custom scopes supported by the respective platform.

<img height="200" src="https://mintcdn.com/cobalt-55/6ZvwOHqAhmVnIyqF/images/Salesloft/salesloft_scopes.png?fit=max&auto=format&n=6ZvwOHqAhmVnIyqF&q=85&s=6ad7243867336dc29950e555fface852" alt="OAuth Scopes" data-path="images/Salesloft/salesloft_scopes.png" />

Once the scopes has been added to the application in Refold, go to your [Salesloft Developer account](https://developers.salesloft.com/) and update the scopes as added on Refold.

Select the OAuth App created for Refold and click on `Edit` for it > Add the scopes under `Scopes` as added in Refold > Click on `Submit`.

<Warning>
  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.
</Warning>

#### 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.

<Info>
  To more about the Salesloft App Publishing process, refer [here](https://developers.salesloft.com/docs/platform/salesloft-app-directory/submission-checklist/).
</Info>

#### 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 Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Accounts">
        1. **Create Account** - Create a new account in Salesloft.
        2. **List Accounts** - Get a list of accounts in Salesloft.
        3. **Update Account** - Update an account in Salesloft.
        4. **Delete Account** - Delete an account in Salesloft.
      </Accordion>

      <Accordion title="Calls">
        5. **Create Calls** - Create a new call in Salesloft.
        6. **List Calls** - List all calls in Salesloft.
      </Accordion>

      <Accordion title="Notes">
        7. **Create Note** - Create a note in Salesloft.
        8. **Update Note** - Update a note in Salesloft.
        9. **Get Note by ID** - Get a note by ID in Salesloft.
      </Accordion>

      <Accordion title="Tasks">
        10. **Create Tasks** - Create a new task in Salesloft.
        11. **List Tasks** - List all tasks in Salesloft.
        12. **Get Task by ID** - Get a task by ID in Salesloft.
      </Accordion>

      <Accordion title="Custom Fields">
        13. **Create Custom Fields** - Create new custom fields in Salesloft.
      </Accordion>

      <Accordion title="User">
        14. **Get Profile** - Get profile in Salesloft.
      </Accordion>

      <Accordion title="Others">
        15. **HTTP Request** - Make HTTP API calls to any Salesloft documented REST APIs.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    1. **Task Completed** - Triggers when a task is completed on Salesloft.
    2. **Note Created** - Triggers when a note is created on Salesloft.
    3. **Person Created** - Triggers when a person is created on Salesloft.
    4. **Person Updated** - Triggers when a person is updated on Salesloft.
  </Tab>
</Tabs>