Salesforce Knowledge Access Requirements

Process Walkthrough

Create a Connected App in your Salesforce instance - this allows Moveworks to authorize on behalf of the customer client under the provided scope:

1. Under Setup > App Manager: Click New Connected App

2. Fill basic info:

   • Connected App Name: Moveworks_Server
   • API Name: Moveworks_Server
   • Contact Email: support@moveworks.ai

3. Select enable oAuth settings under API (Enable oAuth Settings) & add:

   • Callback URL: https://login.salesforce.com/

4. Check Use digital signatures. Upload the salesforce.crt that was should have been emailed to you by your customer success team.

5. Add the following OAuth scopes:

   • api
   • refresh_token, offline_access

6. Click Save & Note down the Consumer Key and the Consumer Secret

7. After saving Update OAuth Policies, click

   1. Manage> Edit Policies
   2. In the OAuth policies section, change Permitted Users to Admin approved users are pre-authorized
   3. In the Session policies section, change Timeout Value to 24 hours
   4. Click Save

Create a Permission Set to interact with the Connected App

1. Navigate to Users > Permission Sets & click on New

2. Add moveworks_connected_app as the Label & Api Names & click Save.

3. Now click on the moveworks_connected_app Permission Set and Click Assigned Connected Apps

4. Click Edit and add Moveworks_Server to list of Enabled Connected Apps & Click Save

Create New Service Account (if it doesn’t exist)

1. Navigate to Users > Users & click on New User

2. Enter the following information & click Save:

   • Last Name: Moveworks
   • Alias: movedev
   • Email, Username & Nickname: moveworks@{{your-domain}}.com
   • Setup profile asStandard User

Assign our service user the connected app

1. Navigate to Users > Users & click on our service user account that we just created

2. Click on Permission Set Assignment and then Edit Assignments

3. Now add moveworks_connected_app to list of Enabled Permission Sets & Click Save

Share with the Moveworks Customer Success Team:

• Share the Consumer Key
• Consumer Secret
• Service Account Email