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joroscoSF merged 1 commit into from
Dec 18, 2025
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cleanup README #57

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32 changes: 15 additions & 17 deletions README.md
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Expand Up @@ -302,27 +302,25 @@ You can read more about Jupyter Notebooks here: https://jupyter.org/
3. Select `OAuth and OpenID Connect Settings`
4. Toggle on `Allow OAuth Username-Password Flows` and accept the dialog box that pops up
5. Clear the search bar
7. Expand `Apps`, expand `External Client Apps`, click `Settings`
8. Toggle on `Allow access to External Client App consumer secrets via REST API`
9. Toggle on `Allow creation of connected apps`
10. Click `Enable` in the warning box
11. Click `New Connected App` button
12. Fill in the required fields within the `Basic Information` section
13. Under the `API (Enable OAuth Settings)` section:
6. Expand `Apps`, expand `External Client Apps`, click `Settings`
7. Toggle on `Allow access to External Client App consumer secrets via REST API`
8. Toggle on `Allow creation of connected apps`
9. Click `Enable` in the warning box
10. Click `New Connected App` button
11. Fill in the required fields within the `Basic Information` section
12. Under the `API (Enable OAuth Settings)` section:
a. Click on the checkbox to Enable OAuth Settings.
b. Provide a callback URL like http://localhost:55555/callback
c. In the Selected OAuth Scopes, make sure that `refresh_token`, `api`, `cdp_query_api`, `cdp_profile_api` is selected.
d. Click on Save to save the connected app
14. From the detail page that opens up afterwards, click the `Manage Consumer Details` button to find your client id and client secret
15. Click `Cancel` button once complete
16. Click `Manage` button
17. Click `Edit Policies`
18. Under `IP Relaxation` select `Relax IP restrictions`
19. Click `Save`
20. Logout
21. Use the URL of the login page as the `login_url` value when setting up the SDK

7. Go back to `Setup`, then `OAuth and OpenID Connect Settings`, and enable the "Allow OAuth Username-Password Flows" option
13. From the detail page that opens up afterwards, click the `Manage Consumer Details` button to find your client id and client secret
14. Click `Cancel` button once complete
15. Click `Manage` button
16. Click `Edit Policies`
17. Under `IP Relaxation` select `Relax IP restrictions`
18. Click `Save`
19. Logout
20. Use the URL of the login page as the `login_url` value when setting up the SDK

You now have all fields necessary for the `datacustomcode configure` command.

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