Connected App Setup
The following document describes how to connect your Salesforce org to Unaric Reports (previously known as Cloud4J).
If you have any questions or issues with these steps, please email us at support@cloud4j.com.
Salesforce has also published a knowledge article about this new requirement that you can access here.
Do you see this error?
If you try logging in to Unaric Reports with your Salesforce username and password and see this error page - you will need to work with your Salesforce admin (if that is not you) to have them install the Cloud4J - Report Builder Connected App by following the steps below.
Install Cloud4J - Report Builder Connected App
- Have your Salesforce admin log in to Salesforce.
- Go to the Setup page.
- Navigate to Connected Apps OAuth Usage.
- Click the Install button for the Cloud4J - Report Builder Connected App.
Then click the Install button on the confirmation window.
Click Install
Then click the Install button on the confirmation window.
Configure Policies
Next, configure the policies to meet your company’s needs.
- For most customers, the defaults are fine.
- If you need more information, you can review the Salesforce knowledge article here.
