Chat
Chat with an Expert
Schedule a Call
Step 8 of 18

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: 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
Be sure to add YOUR DOMAIN NAME to this URL, it can be found here
  • Scroll to select and move the following 2 OAuth Scopes 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 
  • Important Note: Keep this Tab open in your browser, you will copy the Consumer Key and Consumer Secret information to use in Step 9
  • Continue to Step 9 after you review the notes below

Note

For the next step, Step 9, you will need the following information from the tab opened in Step 8:

- Consumer Key
- Consumer Secret
Click to view Video
Click to view Images