Configure ClosePlan Environment - Auth. Provider

Go to Setup >  Auth. Providers here

• Click New button
• For Provider Type select Salesforce
• For Name enter ClosePlan Metadata Auth ProviderCopy
• For URL Suffix enter ClosePlanMetadataAuthProvider Copy
  (NOTE: Salesforce will autofill this value, you must replace it! Use this value exactly, no spaces, no underscores)
• For Consumer Key and Consumer Secret, return to the tab that was opened by the 'Manage Consumer Details' button in Step 8.
• Use the copy button and then paste each value in its correct place.

+  Did you close the tab from Step 8?

To reopen the page, please read the instructions below, and then click here.

1. From the List, find ‘ClosePlan Connected App’

2. On the right side, click on the down arrow

3. Click ‘View’

4. This will return you to ClosePlan Connected App page

• For Default Scopes enter full refresh_token offline_access Copy
• Click Save

Continue to Step 10