Create a Connected App

  • open Setup and type "App Manager" in the search box
  • click App Manager
  • in the top right, click New Connected App
  • enter "Ofca Integration" as the name of the app and an Email address that you have access to
  • check the box next to Enable OAuth Settings 
  • enter "https://<domain>.my.salesforce.com" in the Callback URL (replace <domain> with your Salesforce My Domain)
  • select the following OAuth Scopes:
    • Access the identity URL Service (id, profile, emal, address, phone)
    • Manage user data via APIs (api)
    • Manage user data via Web browsers (web)
    • Perform requests at any time (refresh_token, offline_access)
  • make sure that the following options are selected
    • Require Secret for Web Server Flow    
    • Require Secret for Refresh Token Flow
    • Enable Client Credentials Flow



  • in the Custom Connected App Handler section, set Run As to the user you created previously



  • click Save
  • click Manage Consumer Details 




  

  • go back to the Connected App and click Manage



  • click Edit Policies



  • in the OAuth Policies section, set Permitted Users to Admin approved users are pre-authorized



  • in the Client Credentials Flow section, set Run As the user you created previously



  • click Save
  • scroll down and click Manage Profiles



  • check the box next to Minimum Access - API Only Integrations



  • click Save

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article