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