Salesforce Connected App

Lightning Experience

  • Log in to Salesforce CRM Production or Sandbox with System Administrator.
  • Go to ‘Setup’ -> ‘Apps’ -> ‘App Manager’.
  • Click on ‘New Connected App’ button.
  • Basic Information
    • Connected App Name: Add connected app name like ‘Form Integration’.
    • API Name: Add API name like ‘Form Integration’.
    • Contact Email: Add contact email.
  • API (Enable OAuth Settings)
    • Enable OAuth Settings: Checked check box.
    • Callback URL: Add callback URL.
      • For Gravity Forms: {your site domain}/wp-admin/admin.php?page=ocgfsf_configuration
        Like: https://example.com/wp-admin/admin.php?page=ocgfsf_configuration
      • For Contact Form 7: {your site domain}/wp-admin/admin.php?page=occf7sf_configuration
        Like: https://example.com/wp-admin/admin.php?page=occf7sf_configuration
    • Selected OAuth Scopes: Select ‘Manage user data via APIs (api)’ and ‘Perform requests at any time (refresh_token, offline_access)’.
  • Save it.
    • Click on ‘Edit’.
    • Uncheck “Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows” checkbox option.
    • Save it.
  • You will get the Consumer Key and Consumer Secret.
  • Click on ‘Manage’ button.
  • Click on ‘Edit Policies’.
    • IP Relaxation: Select ‘Relax IP restrictions’.
    • Permitted Users: Select ‘All users may self-authorize’.
  • Save it.
  • Note: Please wait 10 minutes and after configure in the WordPress.

Salesforce Classic

  • Log in to Salesforce CRM Production or Sandbox with System Administrator.
  • Go to ‘Setup’ ->’Create’-> ‘Apps’ -> ‘New Connected App’.
  • Click on ‘New’ button.
  • Basic Information
    • Connected App Name: Add connected app name like ‘Form Integration’.
    • API Name: Add API name like ‘Form Integration’.
    • Contact Email: Add contact email.
  • API (Enable OAuth Settings)
    • Enable OAuth Settings: Checked check box.
    • Callback URL: Add callback URL.
      • For Gravity Forms: {your site domain}/wp-admin/admin.php?page=ocgfsf_configuration
        Like: https://example.com/wp-admin/admin.php?page=ocgfsf_configuration
      • For Contact Form 7: {your site domain}/wp-admin/admin.php?page=occf7sf_configuration
        Like: https://example.com/wp-admin/admin.php?page=occf7sf_configuration
    • Selected OAuth Scopes: Select ‘Manage user data via APIs (api)’ and ‘Perform requests at any time (refresh_token, offline_access)’.
  • Save it.
    • Click on ‘Edit’.
    • Uncheck “Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows” checkbox option.
    • Save it.
  • You will get the Consumer Key and Consumer Secret.
  • Click on ‘Manage’ button.
  • Click on ‘Edit Policies’.
    • IP Relaxation: Select ‘Relax IP restrictions’.
    • Permitted Users: Select ‘All users may self-authorize’.
  • Save it.
  • Note: Please wait 10 minutes and after configure in the WordPress.