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>" 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

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