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