Creating the Assess Connected App

From the Setup screen, use Quick Find to locate “App Manager”.

On the App Manager page view click “New Connected App”.

Complete and configure the form with the following essential details:

  • Connected App Name: [Enter a name of your choosing]

  • Contact Email: [Salesforce account email address for pre-validation]

  • Enable 0Auth Settings: Enable this setting

  • Callback URL: http://localhost [Client Credentials Flow does not require a callback URL, so use localhost as a placeholder]

  • Add Selected 0Auth Scopes:

    • Manage user data via APIs (api)

    • Perform requests at any time (refresh token, offline_access)

  • Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows: Disable

  • Require Secret for Web Server Flow: Disable

  • Require Secret for Refresh Token Flow: Disable

  • Enable Client Credentials Flows: Enable this setting

  • Enable Authorization Code and Credentials Flow: Disable

  • Enable Token Exchange Flow: Disable

  • Enable Refresh Token Rotation: Disable

  • Issue JSON Web Token (JWT)-based access tokens for named users: Disable

  • Introspect All Tokens: Disable

  • Configure ID Token: Disable

  • Enable Asset Tokens: Disable

  • Enable single logout: Disable

Save configuration and confirm.

Now select Manage from the App Manager and select the Edit Policies button to configure the following options:

  • Permitted Users: Admin approved users are pre-authorized

  • IP Relaxation: Relax IP Restrictions

  • Under Client Credentials Flow, select the Run as required

Press Save, which will take you back to the Manage screen:

  • Select the Manage Profiles button (under the Profiles section) and select the profile that has access to this app, for example “System Administrator”. (Note that this option is exposed by selecting Permitted Users: Admin approved users are pre-authorized under the Edit Policies view as described above.)

Allow about 10 minutes for Salesforce to configure your setup.

Now go back to your App Manager view and select to view your connected app.

Select Manage Consumer Details:

  • You are now pre-authenticating access.

Once authenticated, your consumer key and secret will be displayed. Copy these to continue.

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