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Connected App Setup
The next step is to create a connected app in your Salesforce org. Connected apps are supported with Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.
NOTE: You do NOT need to repeat this process for each of the orgs you would like to use with Iora Lite
. You can reuse the same client ID/Consumer Key for multi-org access. To get an existing connected app's consumer key while using Lightning Experience Setup, click Apps, App Manager, then on the dropdown picker for the existing app, click View.
Please refer to the detailed documentation should you need further details. This document provides you with Iora Lite
-specific details that you need to create a connected app.
Following screenshot provides the values needed at a minimum while creating a connected app. If you are an advanced user, please feel free to review and customize as necessary.
Once done, please save and create the connected app. If successful, you now have a consumer key and callback URL available for the connected app. Please note these: They are marked #1, and #2 in the screenshot below.
Next, configure **Iora Lite
**with the clientID so that it can communicate.
Please navigate to the client
directory under App Dir
. Open login.html
following the directory structure in the screenshot below.
Once you open the file, please locate the line, where CONFIG
variable is defined. Please substitute your consumer key against _clientId
, and callback URL against _callbackPath
, as shown in the screenshot.
Now, the application configuration for **Iora Lite
**connected app is complete. This enables you to use OAuth based authentication to run Iora Lite
.
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Basic Functionality
- Start Iora Lite
- Org Overview
- Org Dashboards
- Dashboard
- Org Reports
- Report
- Search
- Fetch Errors
- Warnings
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