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Step 8 of 19

Configure ClosePlan Environment - New Connected App

Go to Setup > App Manager here

  • Click New Connected App button
  • Enter Connected App Name: ClosePlan Connected App Copy
  • Enter API Name: ClosePlanConnectedApp COPY 
    (NOTE: Salesforce will autofill this value, you must replace it! Use this value exactly, no spaces, no underscores)
  • Enter Contact Email: enter your email
  • Tick Enable OAuth Settings tick box
  • Enter Callback URL:
https://YOURDOMAIN.my.salesforce.com/services/authcallback/ClosePlanMetadataAuthProvider Copy
Replace YOURDOMAIN with your domain name. Your domain name can be found here
  • Scroll down to select and move the following 2 items from ‘Available OAuth Scopes’ to ‘Selected OAuth Scopes’:
1. Full Access (full)
2. Perform requests on your behalf at any time (refresh_token, offline_access)
  • Click Save
  • Click Continue 
  • Click Manage Consumer Details and Verify your identity.
A new tab will open with the Consumer Key and Consumer Secret information.
The Consumer Key and Consumer Secret will be needed for Step 9
  • Continue to Step 9
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