Creating a Connected App

Creating a connected app is important to link external applications and the Salesforce ecosystem. With a connected app, you can integrate APIs, enable single sign-on (SSO), and build applications. This article discusses how to create a connected app in Salesforce.

Prerequisites

Before you begin, ensure you have a Salesforce organization setup.

Steps to Enable Connected Apps

1. Log into your Salesforce instance.
2. On the Setup page, enter Apps in the quick finder, and click Settings under External Client Apps.
3. On the External Client App Settings page, under the Connected Apps section, enable the Allow creation of connected apps toggle.
4. On the Enable Connected Apps Connection? dialog, click Enable.

Steps to Create a Connected App

1. On the External Client App Settings page, click New Connected App.
2. In the Basic Information section, enter Connected App Name, API Name, and Contact Email.

3. In the API section, select the Enable OAuth Settings checkbox to set Callback URL and Selected OAuth Scopes. The Selected OAuth Scopes are mandatory in the Connected App to connect & download the metadata.

   • Use this Callback URL: https://salesforce-callback.testsigma.com/authorize/

4. Click on Save.

Fetch Consumer Details

1. Edit the connected app and click on Manage Consumer Details. This will open a new window.

2. On the Verify Your Identity window, enter OTP sent to the admin email.
3. Upon verification, the Consumer Details page will be displayed with Consumer Key and Consumer Secret.
4. For Security Token, go to My Personal Information > Reset My Security Token and click on Reset Security Token. A new token will be sent to admin mail. Please refer to Salesforce for more information.

Refer to this Salesforce troubleshooting guide for the most common issues while creating a connected app.