Outlook Integration

Steps to Configure Outlook

  1. Open a browser and go to the following URL: https://portal.azure.com/
  2. Sign in with your Microsoft Account
  3. In the Search ar, type "App Registration" and click on it

  4. Click on "New Registration"

  5. Give any name to the App
  6. In the Supported Account Type, select any type as the requirement
  7. Account Type = need to put
  8. In the Redirect URL section, select "Web" in the drop-down menu and add your Visualforce page "EventRxOutlookIntegration" URL. Append /apex/EventRxOutlookIntegration

    Steps to Find the URL in Visualforce Pages

    • Navigate to your Salesforce org. Click Setup and search for Visualforce Pages
    • On the Visualforce Pages screen, click the "EventRxOutlookIntegration" link

    • Click the Preview button

    • Copy the URL before the ".com" and append /apex/EventRxOutlookIntegration in the above instructions
    • Example URL: https://enterprise-site-5151-dev-ed--erx-events.vf.force.com/apex/EventRxOutlookIntegration

  9. Next, click the Register button
  10. Click "Add a certificate or secret"

  11. Click on "New client secret"

  12. Add any description. On the "Expires" drop-down menu, select any value according to your requirements. Then click the Add button.

  13. Your client secret will be generated like in the example here:

  14. The Client ID will be available from the Overview link

  15. Now go back to your Salesforce org and click Setup
  16. Search for "Custom Metadata Type"

  17. Click on the "Manage Records" link next to "Calendar Auth Settings"
  18. On the Calendar Auth Settings page, click New

  19. Add a Label and the Calendar Auth Setting Name
  20. Add the Client ID, Client Secret and Redirect URL in their respective fields

  21. Click Save
  22. Now, in the Quick Find box, search for "Remote Site Settings"
  23. Click the New Remote Site button

  24. Give any name to the Remote Site, but the Remote Site URL must be https://login.microsoftonline.com/.

  25. Click Save & New
  26. Here, you can also add any name to the Remote Site, but this time the Remote Site URL must be https://graph.microsoft.com/

  27. Click Save