Steps to create connected app
In the Lightning Setup UI, search for App Manager and click on New Connected App and follow the below steps:
Basic Information section:
○ All mandatory field's values are discussed below.
○ Connected App Name can be given as protecto_app
○ API Name field gets auto filled.
○ Contact Email can be support email of organization.
API (Enable OAuth Settings) section:
○ Check mark Enable OAuth Settings, to get more options for the same.
○ Callback URL can be set to anything, e.g.: https://protecto.ai
○ In Selected OAuth Scopes add Manage user data via APIs permission.
○ Check mark below fields:
▪ Require Secret for Web Server Flow
▪ Require Secret for Refresh Token Flow
○ Click on Save to save the connected app.
▪ We get this message: Changes can take up to 10 minutes to take effect. Deleting a parent org also deletes all connected apps with OAuth settings enabled.
▪ Click on continue
▪ Click on Manage Consumer Details
▪ Use the verification code obtained via mail (of admin user) to verify.
▪ New screen opens containing Consumer Details.
▪ Copy the Consumer Key and Consumer Secret in a safe place, as it will be used later on.
▪ In the search box, search for App Manager and open the same. Find protecto_app, and click the dropdown (right corner). Click on view.
▪ In the view screen, scroll down to Initial Access Token for Dynamic Client Registration section, click Generate button for Initial Access Token
• Read the pop-up and click OK.
○ Search again for Manage Connected Apps in search box and click on the same
○ Find the newly created protecto_app and click edit button ○
In OAuth policies,
▪ set IP Relaxations to Relax IP restrictions
▪ Set Permitted Users to All users may self-authorize.
○ Under Session Policies, set Timeout Value to None.
○ Save the same, and we are done creating the Connected app protecto_app.
Now that we have created a connected app, Let's create a user with minimum access for running the Protecto product.
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