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Step 10 of 19

Configure ClosePlan Environment - Named Credentials

Go to Setup >  Named Credentials here

  • Click the Down Arrow next to the New button and select New Legacy
  • For Label enter ClosePlan Metadata Service Copy
  • For Name enter ClosePlanMetadataService Copy
    (NOTE: Salesforce will autofill this value, you must replace it! Use this value exactly, no spaces, no underscores)
  • URL: https://YOURDOMAIN.my.salesforce.com Copy
    (NOTE: Replace YOURDOMAIN with your domain name. Your domain name can be found here)
  • For Identity Type select Named Principal 
  • For Authentication Protocol select OAuth 2.0
  • For Authentication Provider enter  ClosePlan Metadata Auth ProviderCopy
  • For Scope enter full refresh_token offline_access Copy
  • Enable Start Authentication Flow on Save 
  • Enable Generate Authorization Header  
  • Enable Allow Merge Fields in HTTP Body
  • Click Save and you will be redirected to the Salesforce Authorization dialog where you will
    log in to your Salesforce Instance.
  • In the pop up window, click Allow

    Continue to Step 11 after you review the notes below

Important Notes:

  • You may see an error message if the configuration is still being processed by Salesforce.
    It will look something like this:
    error=redirect_uri_mismatch&error_description=redirect_uri%20must%20match%20configuration
    Don't worry, this can happen if Salesforce is still processing the information.
    Follow the steps below:
You may move on to Step 11 now (You can confirm Named Credentials later in Step 15)
OR:
You may wait 10 minutes then go back to Named Credentials (Quick Find box > Named Credentials)
- Click ‘Edit’ next to ‘Named Credentials’
- Click ‘Save’ until you get to the Salesforce Authorization dialog to log in
- In the pop up window, click Allow
  • If auth. dialog does not appear within 60 minutes, it is possible that the callback url may be invalid/improperly entered. Return to  Step 8 and confirm the information is correct in this step.

    When you are able to successfully log in, Named Credentials have been successfully propagated.
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