Configure a Connected App for CapStorm Salesforce Integration

To ensure seamless integration between CapStorm and Salesforce, you’ll need to configure a Salesforce Connected App.

This setup enables CapStorm to access Salesforce APIs and retrieve necessary data.

This guide walks you through the steps to configure a Connected App

and use it to see exact API responses from Salesforce, particularly for support purposes.

1. Log in to Salesforce with an administrator account.
2. Navigate to the Setup Menu:
   • Click on the gear icon (⚙️) in the upper right corner.
   • Select Setup.
3. Search for “App Manager” in the Quick Find box.
4. Create a New Connected App:
   • Click New Connected App.
5. Fill in the Connected App Details:
   • Connected App Name: Enter a descriptive name (e.g., “CapStorm Integration”).
   • API Name: This will auto-fill based on the name you enter.
   • Contact Email: Enter a valid email address for contact.
6. Configure OAuth Settings:
   • Check the Enable OAuth Settings box.
   • Callback URL: Enter https://localhost/callback (adjust based on your environment if needed).
   • OAuth Scopes: Select the appropriate scopes. For CapStorm, you’ll likely need:
     • Full Access (full)
     • Perform requests on your behalf at any time (refresh_token, offline_access)
7. Save the Connected App:
   • Click Save.
   • After saving, you’ll be redirected to the Connected App’s detail page where you can find the Consumer Key and Consumer Secret.
     • Make a note of these credentials.
8. Configure Additional Settings:
   • In the API (Enable OAuth Settings) section, adjust any additional settings as needed.

1. Open Postman and create a new collection named “CapStorm Connected App”.
2. Configure the Collection for OAuth 2.0:
   • Click on the collection name.
   • Go to the Authorization tab.
   • Set the Type to OAuth 2.0.
   • Scroll Down to  Configure New Token.
3. Enter Token Request Details:
   • Token Name: Enter a descriptive name (e.g., “CapStorm Token”).
   • Grant Type: Set to Password Credentials.
   • Access Token URL:
     • For Salesforce sandbox: https://test.salesforce.com/services/oauth2/token
     • For Salesforce production: https://login.salesforce.com/services/oauth2/token
   • Client ID: Enter the Consumer Key from your Connected App.
   • Client Secret: Enter the Consumer Secret from your Connected App.
   • Username: Enter your Salesforce username.
   • Password: Enter your Salesforce password followed by your security token.
   • Client Authentication: Select Send client credentials in body.
4. Save and Obtain the Access Token:
   • Click Request Token to obtain an access token.
   • Once successful, click Use Token to apply it to your collection.
5. Test API Endpoints:
   • Use the access token to make API requests in Postman.
   • Verify that the requests are successful and review the responses.
   • Example ContentVersion Endpoint
     • https://example.sandbox.my.salesforce.com/services/data/v57.0/sobjects/ContentVersion/0681F000000LYN4QAO/
     • https://example.sandbox.my.salesforce.com/services/data/v57.0/sobjects/ContentVersion/0681F000000LYN4QAO/VersionData
6. Troubleshoot Common Issues:
   • Invalid Grant: Verify that the username, password, and security token are correctly concatenated.
   • Invalid Client ID: Ensure that the client_id and client_secret match those from the Connected App.

1. Enable OAuth Scopes: Ensure that all necessary OAuth scopes are enabled to provide CapStorm with the required permissions.
2. Callback URL: Adjust the callback URL based on your specific environment or testing setup.
3. Security Settings: If you encounter authentication issues, check the security settings and ensure that IP restrictions are configured correctly.