Create third-party OAuth provider records to enable each of your instances to access the API endpoints you've created.

Before you begin

Complete the tasks in Create OAuth API endpoints for external clients.

In the top right corner of your instance, make sure you set the application scope to Global.

Open all of your instances (development, test, production, and the like) in separate browser tabs. Begin the steps below on the production instance.

Role required: admin

Procedure

  1. On your production instance, navigate to All > System OAuth > Application Registry.
    You must create three records here, one for each of the three instances (development, test, and production). If you have any additional non-production instances (staging, and the like), create a record for each of those following the method shown here.

  2. Select New.
  3. Select Connect to a third party OAuth Provider to create a record for your development instance.
  4. On the form, fill in the fields.
  5. Select Submit.
  6. Select New.
  7. Select Connect to a third party OAuth Provider to create a record for your test instance.
  8. On the form, fill in the fields.
  9. Select Submit.
  10. On the Application Registry list, select the Pipeline Controller Client record.
  11. Copy the Client ID and paste it somewhere like a notes application.
  12. Unlock the Client Secret field, copy the text, and paste it in a note with the Client ID.
  13. Go back to the Application Registry list and select New.
  14. Select Connect to a third party OAuth Provider to create a record for your production instance.
  15. On the form, fill in the fields.
  16. Select Submit.
    Important: Complete the next steps on your development instance.
  17. On your development instance, navigate to All > System OAuth > Application Registry.

  18. Select New.
  19. Select Connect to a third party OAuth Provider to create a record for your production instance.
  20. On the form, fill in the fields.
  21. Select Submit.
    Important: Complete the next steps on your test instance.
  22. On your test instance, navigate to All > System OAuth > Application Registry.
  23. Select New.
  24. Select Connect to a third party OAuth Provider to create a record for your production instance.
  25. On the form, fill in the fields.
  26. Select Submit.
  27. (Optional) Repeat steps 22–26 for any other non-production instances that you have (staging, and the like).

What to do next

Now that you’ve completed the pre-work for using OAuth, complete all the steps in Use OAuth to create pipeline credentials on the specified instances.