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  • Navigate to: Setup > Apps > App Manager > 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: 

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

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

  • Selected OAuth Scopes: 

    1. Full Access

    2. Perform Request on your behalf at any time

  • Click Save > then Continue

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