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Salesforce (Lightning) Custom OAuth App Setup

If you are using the new Salesforce Lightning experience please use the following instructions.

Step 1: Go to Salesforce setup as an administrator and use the quick search to search for "App" and choose App Manager from the search results.

SF_Lightning_Custom_App_Setup_1.png

Step 2: Click on New Connected App.

SF_Lightning_Custom_App_Setup_2.png

 

Step 3:  You will need to create an OAuth application for Kapta, you can call it whatever you like but we recommend calling it Kapta_Integration and putting support@kapta.com as the contact email.  

Click Enable OAuth Settings under the API (Enable OAuth Settings) section.  You will need to add the following call back URLs.  

http://localhost:59497/SalesForceOAuth2

https://app.kaptasystems.com/SalesForceOAuth2

https://appeu.kaptasystems.com/SalesForceOAuth2

If you have a dedicated server you will also need to add a call back to that URL as well.

Lastly, please add the OAuth scope Access and Manage your data (api). It should look like this for reference:

SF_Lightning_Custom_App_Setup_3.png

Step 4: Click save and then you will be shown your new Consumer Key and Consumer Secret Key that should be used to update your Kapta integration settings.

SF_Lightning_Custom_App_Setup_4.png

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