If you have trouble logging in and receive an OAuth Error message, please
click here
for instructions on how to fix it.
Connected App Setup
The following document describes how to connect your Salesforce org to Unaric Reports. 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.
If you try logging in to Unaric Reports with your Salesforce username and password and you 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 going through the following steps:
Install 'Cloud4J - Report Builder' Connected App
Have your Salesforce admin log in to Salesforce, go to the Setup page, go to the 'Connected Apps OAuth Usage' Page and then click the Install button for the 'Cloud4J - Report Builder' Connected App:
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 info you can review the following Salesforce knowledge article here.
Once these steps have been completed, you should be able to log in to Unaric Reports.
