Skip to main content
Auth configs

Create an auth config

A two-step wizard: pick an App, then fill in the credentials. Includes instructions for every field.

Creating an auth config is a two-step wizard: pick the App first, then fill in the credentials that App requires.

Before you start

Have the credentials for the target App ready. Different Apps need different things, so check the table below first:
AppWhat to prepare
SalesforceOrg domain, plus the Client ID and Client Secret of a Connected App
MaxComputeNo credentials required, only an optional authorization scope
YuqueA Yuque API Key
For where to obtain each credential, see OAuth 2.0 configuration and API Key configuration.

Creation steps

1

Open the auth config page

In the left-side navigation of the console, click Auth configs. The first time you open it, the page tells you to complete an auth config first.Click Create auth config.
2

Select an App

The first step of the wizard is Select an App, and the page prompts you to select a toolkit to set up authentication for.The list shows only the Apps that require an auth config, with the authentication method labeled on the right of each entry:
AppAuthentication method
SalesforceOAuth2
YuqueAPI Key
MAX_COMPUTEOAuth2
Select the target App and click Next.
3

Fill in the config

The second step of the wizard is Auth config. The three fields at the top are common to all Apps:
FieldRequiredDescription
Connected AppRead-only, shows the App selected in the previous step
Config nameNoDistinguishes multiple configs under the same App. State the purpose clearly, for example production or test
Authentication methodRead-only, determined by the App, shows either OAuth 2.0 or API Key
Below them are the credential fields specific to that App. They differ per App — see OAuth 2.0 configuration and API Key configuration.
4

Finish

Click Finish to save the config. To change what you selected in the previous step, click Previous to go back.After it is saved, the config appears in the Auth configs list and is available when you create a connector.

Create one directly from the connect flow

You do not have to visit the auth config page first. From an App's connect dialog:
1

Open the connect dialog

On the Apps page, find the target App and click Connect.
2

Expand the drop-down list

Click the Select auth config drop-down list. When the current App has no config yet, the list shows that no config exists and invites you to click the button below to create one.
3

Jump to creation

Click Create auth config. The console opens the creation page with the current App and its authentication method already selected, so you only need to fill in the credentials.
This path opens a new page. After you save the config, return to the Apps page and reopen the connect dialog — the new config now appears in the drop-down list.

Use a config to create a connector

Once you have an auth config, connecting these Apps is just a matter of selecting it:
1

Open the connect dialog

On the Apps page, find the target App and click Connect.
2

Select a config

In the Select auth config drop-down list, select the config you want to use. This is the only required field in that dialog.
3

Confirm

Click OK. Apps that use OAuth 2.0 redirect you to the target system to sign in and authorize, and return to the console once authorization succeeds.
Once the connector is created, it appears in the Connected users section of the App details page. For how to manage it, see Connected accounts.

Frequently asked questions

SymptomCauseWhat to do
The config you want is missing from the drop-down listThe config belongs to a different AppAuth configs are bound to an App, so create one specifically for the current App
The Finish button does nothingRequired fields are incompleteCheck the fields marked with an asterisk. Credential fields are usually all required
The connector still fails after savingWrong credentials or insufficient permissionsVerify that the credentials were copied in full, and that the app is enabled in the target system
If this flow is new to you, Yuque is the quickest way to practice: it needs only an API Key, with no app registration in the target system.