Salesforce External Client App

• Log in to Salesforce CRM Production or Sandbox as a System Administrator.
• Go to ‘Setup’ -> ‘Apps’ -> ‘App Manager’.
• Click the ‘New External Client App’ button.
• Basic Information
  • External Client App Name: Add an external client app name, such as ‘Form Integration’.
  • API Name: Add an API name, such as ‘Form_Integration’.
  • Contact Email: Add a contact email.
• API (Enable OAuth Settings)
  • Enable OAuth: Check the ‘Enable OAuth’ checkbox.
  • App Settings
    • Callback URL: Add a callback URL.
      • For Gravity Forms: Go to ‘WordPress Site’ -> ‘Admin’ -> ‘GF – Salesforce’ -> ‘Configuration’, you can see the Callback URL. OR {WordPress Site Domain}/wp-admin/admin.php?page=ocgfsf_configuration
        Like: https://example.com/wp-admin/admin.php?page=ocgfsf_configuration
      • For Contact Form 7: {WordPress Site Domain}/wp-admin/admin.php?page=occf7sf_configuration
        Like: https://example.com/wp-admin/admin.php?page=occf7sf_configuration
      • For Elementor: Go to ‘WordPress Site’ -> ‘Admin’ -> ‘Elementor’ -> ‘Salesforce CRM’, you can see the Callback URL.
    • OAuth Scopes: Select the ‘Manage user data via APIs (api)’ and ‘Perform requests at any time (refresh_token, offline_access)’ options.
  • Security: Deselect the ‘Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows’ checkbox.
• Click on the ‘Create’ button.
• In the ‘Policies’ tab, click the ‘Edit’ button.
  • Click the ‘OAuth Policies’.
    • App Authorization
      • Refresh Token Policy: Select ‘Refresh token is valid until revoked’ option.
      • IP Relaxation: Select ‘Relax IP restrictions’ option.
• Click on the ‘Save’ button.
• In the ‘Settings’ Tab: Click the ‘OAuth Settings’.
  • Click the ‘Consumer Key and Secret’ button to get the consumer key and consumer secret.