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• Go to ClosePlan Admin tab > User Manager

• If no configuration exists, a prompt should appear.

  • If there is no prompt, click ‘Configure’ in the Permission Set Configuration section.

• Click ‘Configure' next to the desired License type or click ‘Configure All Available’ to configure all License Types available to your Organisation and confirm.

Step 1	Step 2	Step 3	Step 4
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After Permission sets are configured, refresh the page. Configured Permission Sets under 'Permission Set Configuration' section should have the green checkmark. If not, please wait several minutes and refresh again.

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1. Create New Connected App

• Navigate to: Setup > Apps > Go to the gear icon and click Setup

• In the Quick Find box enter App Manager > click on New Connected App

• Connected App Name: ClosePlan Connected App

• API Name: ClosePlanConnectedApp (NOTE: use this value exactly)

• Contact Email: enter your email

• Tick Enable OAuth Settings

• Callback URL: 

  • https://<<YOUR DOMAIN>>.my.salesforce.com/services/authcallback/ClosePlanMetadataAuthProvider

    • To find your domain, navigate to: Setup > Company Settings > My Domain

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    • Or Look to the URL of the Salesforce Org:

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• Paste 'Your the domain name ' of the Org into the Callback URL instead of <<YOUR DOMAIN>>

  • E.g. https://amDD-showcase-dev-ed.my.salesforce.com/services/authcallback/ClosePlanMetadataAuthProvider

• Selected OAuth Scopes: 

  1. Full Access (full)

  2. Perform Request on your behalf at any time

  Click

  1. – or it may appear: Perform requests at any time(refresh_token, offline_access)

• Click Save > then Continue

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• Click the Manage Consumer Details button and Verify your identity.

  • A new tab will open with the Consumer Key and Consumer Secret information.

  • Consumer Key and Consumer Secret will be needed for the next

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• • Step: 2. Create Auth Provider

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2. Create Auth. Provider

• Open Go to the gear icon and click Setup (this will open a new window or tabGo to Setup > in tab, which is what we want)

• In the Quick Find box enter Auth. Providers and open it > click New button

• Provider Type: Salesforce

• Name: ClosePlan Metadata Auth Provider

• URL Suffix: ClosePlanMetadataAuthProvider    (NOTE: use this value exactly)

• Note: If you have not done so already, return to the previous tab and click the Manage Consumer Details button to get the Consumer Key and Consumer Secret.

  • Verify your identity. A new tab will open with the information.

• Consumer Key:  Copy Consumer Key from Connected App detail from step 1 Copy the Consumer Key and paste

• Consumer Secret: Copy Consumer Secret from Connected App detail from step 1. (Click "Click to reveal" to see the value) Copy Consumer Secret and paste

• Default Scopes:  full refresh_token offline_access

• Click Save and remain on the detail.leave the tab open

  • You can find the Callback parameter in the bottom section. The Callback parameter must match Callback URL entered in step 1

3. Create Named Credentials

• Open Go to the gear icon and click Setup (this will open a new tab or windowGo to Setup > in , which is what we want)

• In the Quick Find box enter Named Credentials > click the New Named Credential buttonthe arrow next to the New button and select New Legacy.

• Label: ClosePlan Metadata Service

• Name: ClosePlanMetadataService (NOTE: use this value exactly)

• URL: https://<<YOUR DOMAIN>>.my.salesforce.com

  • Enter the same domain name as you entered in the section Created Create New Connected App - step Step 1

• Identity Type: Named Principal

• Authentication Protocol: OAuth 2.0

• Authentication Provider: Select ClosePlan Metadata Auth Provider from list 

• Scope: full refresh_token offline_access

• Enable Start Authentication Flow on Save (this will initiate authorization on save)

• Enable Generate Authorization Header

• Enable Allow Merge Fields in HTTP Body

• Click Save, you will be redirected to the Salesforce Authorization dialog to Log in. 

  1. If there is an error (blank page), it usually means that changes from previous steps have not yet been propagated. If this is the case, edit the record again and save until you get to auth. dialog properly.

  2. If auth. dialog does not appear within 30 minutes, it is possible that the callback url may be invalid/improperly entered.

• Login through your credentials

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4. Verifying Configuration

After configuring Connected App you can validate if its working by following steps:

• Go to ClosePlan Admin > Environment > Relationships > Picklist Values

• If you see the pick-list value configuration, everything is configured properly