Finalize OAuth configuration

  • Release version: Zurich
  • Updated November 18, 2025
  • 1 minute to read

    • To finalize the OAuth configuration, perform the following steps.

    Before you begin

    Role required: admin

    Procedure

    1. Export the My SN record to the provider instance.
      Note:
      You should export the My SN record rather than individually create it as the system IDs must match for a proper configuration.
    2. Repeat steps 6 and 7 in Configure the OAuth authentication method for all additional instances that you want to configure with bidirectional communication, but designate a sub-production instance as the Provider, and the Production instance as the Consumer.
      Information such as name and URL will be taken from the sub-production instance.

      In the Development instance, the status field should now display Connection Valid. This indicates that setup is complete and the integration now moves bi-laterally.

      Note:
      When setting up instances on the My SN instances related list, verify that each instance is connected to their respective OAuth application registry. Developer instances should be connected to [Developer Instance] – Consumer. Provider instances should be connected to [Production Instance] – Consumer.