Setting up OAuth in Salesforce Article

This article describes how to setup OAuth for Salesforce authentication. 

Prerequisite

Before you install Language I/O Article Translation, you must configure the following Salesforce settings:

1. In each profile for which you want to install the package installed, go to Administrative Permissions and enable "Manage Salesforce Knowledge".
2. For these profiles, go to "Data Category Visibility" (in Setup > Profiles > {the relevant profile}) and enable visibility of the relevant Data Categories for Knowledge Articles. This is useful to help narrow down the search criteria when users start a translation project.
3. Go to General User Permissions and enable the following permissions:
   • Article Translation - Edit
   • Article Translation - Publish
   • Article Translation - Submit for Translation  

In this article

1. Authorizing OAuth for Salesforce Article
   1. Creating the Connected App
   2. Creating a Salesforce Integration User
   3. Authorizing the OAuth Connection
2. Revoking OAuth for Salesforce

Authorizing OAuth for Salesforce Article

Creating the Connected App

1. Log in to the Salesforce instance in Lightning mode. Go to “Setup”.
2. In Quick Find, search for “App Manager”.
   
3. Click the “New Connected App” button in the upper right hand corner:
   
4. Select "New Connected App", then click Continue:
   

5. Populate the following fields:

   1. Connected App Name: Language IO Connected App
   2. API Name: Use the auto generated name
   3. Contact Name: dev_ops@languageio.com
   4. Check Enable OAuth Settings
   5. Callback URL: https://golinguist.com/linguistnow/handleHelpOAuthDecision
   6. Selected OAuth Scopes:
      1. Manage user data via APIs (API)
      2. Access content resources (content)
      3. Perform requests at any time (refresh_token, offline_access)
   7. Check Require Secret for Web Server Flow.
   8. Check Require Secret for Refresh Token Flow.
   9. Press “Save”, then press “Continue”.
      
      Note: It may take between 2 and 10 minutes for changes to go into effect.
   10. Next, in the API (Enable OAuth Settings) section, click on the Manage Consumer Details button. 
       
   11. The Consumer Details screen opens. Copy the Consumer Key and Consumer Secret. Store them in a safe place and share them to Language I/O when they set up your account.
       
       

Creating a Salesforce Integration User

Create an account in Salesforce that can login to the site with the proper permissions required for the plugin you want to enable. This account is what defines the permissions Language I/O uses via the access token that OAuth retrieves.

The required permissions for this account should be the following:

• Article Translation - Edit
• Article Translation - Publish
• Article Translation - Submit for Translation  

Authorizing the OAuth Connection

1. 1. Login to the following Language I/O page:
      https://golinguist.com/linguistnow/consumer/help-oauth
      
      
      Note: If it does not work, log off with the following link, then try again:
      https://golinguist.com/linguistnow/launch/logout
   2. You are redirected to your Salesforce instance. Log in with the account you just set up and approve the requested permissions.
   3. After approving the permissions, you are redirected to a Language I/O page with a message that OAuth was successful.

Revoking OAuth for Salesforce

1. To revoke an auth token run the following Get request: https://login.salesforce.com/services/oauth2/revoke?token=[Add token value here]