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 checkbox.
  • Callback URL: Add callback URL.
    • For Gravity Forms: Go to ‘WordPress Site’ -> ‘Admin’ -> ‘GF – Salesforce’ -> ‘Configuration’, you can see 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
  • Selected OAuth Scopes: Select ‘Manage user data via APIs (api)’ and ‘Perform requests at any time (refresh_token, offline_access)’.
  • Uncheck “Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows” checkbox option.
• Save it.
• Click on ‘Manage Consumer Details’ button to 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 then configure it in 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 checkbox.
  • Callback URL: Add callback URL.
    • For Gravity Forms: Go to ‘WordPress Site’ -> ‘Admin’ -> ‘GF – Salesforce’ -> ‘Configuration’, you can see 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
  • Selected OAuth Scopes: Select ‘Manage user data via APIs (api)’ and ‘Perform requests at any time (refresh_token, offline_access)’.
  • Uncheck “Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows” checkbox option.
• Save it.
• Click on ‘Manage Consumer Details’ button to 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 then configure it in WordPress.