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Note

Not all versions of Salesforce allow API access, specifically certain types of trial accounts. Before proceeding, ensure that Salesforce API access is permitted for your Organization. See the following KB Article for more information.

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Log into your salesforce account as an administrator.

(depictions below based on SalesForce Lightning Experience)

Click the settings gear

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 Click the arrow next to apps to expand then click on apps manager

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  • Click on Enable OAuth settings to show the OAuth settings.

  • Add the url of your PBX. Note this MUST be https and you MUST include the full path including the parameters as shown.

  • Add the scopes shown below. Full is NOT full. The other scopes are needed. 

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  • Uncheck the Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows option.

  • Enable Require Secret for Web Server Flow and Require Secret for Refresh Token Flow options

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Click Save

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After clicking save,  you will see something like this, just click Continue

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