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Comment: made excerpt because i need to reuse this same content and keep it synced

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Allow TD to Access Salesforce using Salesforce

Excerpt

These instructions guide you to locate the client ID and client secret that is necessary to authenticate using credentials.

  1. Go to Setup > Apps > App Manage.

  2. Select New Connected App.


    The steps may vary depending on the version of Salesforce you are running. In Spring 19 classic UI: Setup > Build > Create > Apps > Connected Apps > New.

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  3. Navigate to Setup > Build > Create (Apps), and validate all your connected apps:

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  4. Select your app name to go to the page where you can view and manage all information about your connected app.

  5. Write down or copy your Consumer Key (client_id) and Consumer Secret (client_secret).

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  6. For secure account access, get a Salesforce Security Token. If you don’t have a security token, go to Account > Settings > Reset My Security Token and select Reset Security Token. You’ll receive your Security Token by email.

    In Spring 19 classic UI: My account > My Settings > Personal > Reset My Security Token.

Create New Connection in TD Console

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