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Step 8 of 18

Configure ClosePlan Environment - New Connected App

Go to Setup > App Manager here

  • Click New External Client App button
  • Click the Arrow next to Basic Information to reveal
  • Enter External Client 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
  • Click the Arrow next to API (Enable OAuth Settings) to reveal
  • Tick Enable OAuth 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)
  • Under Flow Enablement:
Enable Client Credentials Flow
Enable Authorization Code and Credentials Flow
Enable Device Flow
Enable Token Exchange Flow
Disable Require secret for Token Exchange Flow
  • Click Create
  • Return to the OAuth Settings section and open
  • Click Consumer Key and Secret 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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