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Version: 1

Create Connected App

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Plinqx uses this Connected Application to securely interact with the Salesforce platform APIs, ensuring that we follow best practices.

It enables Plinqx to deploy API-related changes, specifically those published from the Management Console and Designer, while also facilitating outbound API call visibility within the Management Console tab. This ensures a seamless and secure interaction between Plinqx and Salesforce for managing API configurations and operations.

Step 1: Retrieve the Callback URL from the Plinqx Auth Provider​

Before creating the Connected App, you need to get the Callback URL from the Plinqx Auth Provider.

  1. Navigate to Setup in Salesforce.
  2. In the Quick Find box, search for and select Auth Providers.
  3. Find and open the Plinqx Auth Provider.
  4. Locate the Callback URL and copy it. You will need this when setting up the Connected App.

Step 2: Create the Plinqx Admin Connected App​

  1. Go to Setup in Salesforce.
  2. In the Quick Find box, search for and select App Manager.
  3. Click New Connected App (top-right corner).

Step 3: Configure the Basic Information​

  1. Enter the following details:
    • Connected App Name: Plinqx Admin
    • API Name: Plinqx_Admin
    • Contact Email: Enter a valid email address.

Step 4: Enable OAuth Settings​

  1. Scroll down to the API (Enable OAuth Settings) section.
  2. Check Enable OAuth Settings.

Step 5: Enable Device Flow​

  1. Under OAuth Settings, check Enable for Device Flow.

Step 6: Enter the Callback URL​

  1. In the Callback URL field, paste the Callback URL copied from the Plinqx Auth Provider.

Step 7: Configure OAuth Scopes​

  1. Under Available OAuth Scopes, select and move the following to Selected OAuth Scopes:
    • Full access (full)
    • Perform requests on your behalf at any time (refresh_token, offline_access)

Step 8: Enable Secret for Web Server Flow​

  1. Scroll down to Require Secret for Web Server Flow.
  2. Check the box to enable this setting.

Step 9: Save the Connected App​

  1. Click Save.
  2. Salesforce will take some time to process the request. You may need to wait up to 10 minutes before the app becomes available.

Step 10: Retrieve the Consumer Key and Secret​

  1. Once the Connected App is created, go back to App Manager.
  2. Find Plinqx Admin in the list.
  3. Click View next to the app.
  4. Once in the App click the Manage Consumer Details button.
  5. Enter the Verification Code that was emailed to you, then click Verify
  6. Copy the Consumer Key and Consumer Secret—these will be required for the Plinqx Auth Provider in Step 1 above.