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 Provider Copy
• For URL Suffix enter ClosePlanMetadataAuthProvider Copy (NOTE: Use this value exactly, no spaces, no underscores)
• For Consumer Key, return to the open tab from Step 8 and copy the Consumer Key. Use the copy button and paste the value.

If you closed the tab from Step 8, click here.
Find “ClosePlan Connected App” and under the

, click ‘View”

See image:

• For the Consumer Secret, return to the open tab from Step 8 and copy the Consumer Secret. Use the copy button and paste the value.
• For Default Scopes enter full refresh_token offline_access Copy
• Click Save

Continue to Step 10