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
- send the Consumer Key and Consumer Secret values to [email protected]
- 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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