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          Create a Named Credential for Automotive Scheduler

          Create a Named Credential for Automotive Scheduler

          A named credential specifies the authentication parameters and the URL of a callout endpoint in one definition. Create a named credential for all users who create appointments so that they’re automatically authenticated by the application. The Created By field on a service appointment record displays their name. The OmniScript-based appointment flows use the named credential as an input parameter in the integration procedures to identify the user who initiates the appointment.

          Required Editions

          Available in: Enterprise, Unlimited, and Developer Editions
          User Permissions Needed
          To manage connected apps and create a named credential: Customize Application AND either Modify All Data OR Manage Connected Apps
          Note
          Note Connected apps creation is restricted as of Spring ‘26. You can continue to use existing connected apps during and after Spring ‘26. However, we recommend using external client apps instead. If you must continue creating connected apps, contact Salesforce Support.

          See New connected apps can no longer be created in Spring ‘26 for more details.

          Make sure you enable Automotive and Automotive Scheduler settings in your org.

          1. Create a connected app to enable an external application to integrate with Salesforce using APIs and the OAuth standard protocol.
            1. From Setup, enter External Client Apps in the Quick Find box, then select Settings in the External Client App section.
            2. Click New Connected App.
            3. Enter a connected app name, such as AutoConnectedApp.
            4. Enter your email address.
            5. Select Enable OAuth Settings.
            6. Enter https://login.salesforce.com as a placeholder for the callback URL.
              You must change the callback URL after you complete step 2.
            7. From Available OAuth Scopes, select all scopes and add them to Selected OAuth Scopes.
            8. Click Save.
            9. Click Continue.
            10. Click Manage Consumer Details.
              A new window opens and a verification code is sent to your registered email address.
            11. Enter the verification code, and click Verify.
              Note the consumer key and consumer secret. You’ll update the authentication provider for the connected app with these details.
          2. Update the authentication provider for the AutoConnectedApp connected app with the consumer details.
            1. From Setup, in the Quick Find box, enter Auth. Providers, and then select Auth. Providers.
            2. Enter name as AutoAuthProvider.
            3. Select Provider as Salesforce.
            4. Enter the consumer key value from the connected app definition.
            5. Enter the consumer secret value from the connected app definition.
            6. For Authorize Endpoint URL, enter the Salesforce Classic URL suffixed with
            7. Click New.
            8. /authorize.
            9. For Token Endpoint URL, enter the Salesforce Classic URL suffixed with /token.
            10. For Default Scopes, enter refresh_token full.
            11. Select Include Consumer Secret in SOAP API Responses.
            12. Click Save.
              Important
              Important Update the AutoConnectedApp configuration with the callback URL that is displayed in the Salesforce Configuration section of the Auth. Provider record page.
          3. Create a named credential that can be associated to all users for a user profile.
            1. From Setup, in the Quick Find box, enter Named Credentials, and then select Named Credentials.
            2. Click New, and New Legacy.
            3. Enter AUTOSCHEDULER as the label and the name.
              Important
              Important Enter the exact name to ensure that the predefined OmniScript-based appointment scheduling flows in Automotive Cloud don’t fail.
            4. For URL, enter the org’s URL.
            5. For Identity Type, select Named Principal.
            6. For Authentication Protocol, select OAuth 2.0.
            7. For Authentication Provider, select AutoAuthProvider.
            8. For Scope, enter refresh_token full.
            9. Select Start Authentication Flow on Save.
            10. Click Save.
              Note
              Note Log in to the org using your credentials. If authentication is successful, you see the Authentication Status field updated with your username.
           
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