Configure Connected Salesforce App For CapStorm User

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.

Configure a Connected App for CapStorm Salesforce Integration

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.

Step 2: Configure CapStorm User to Integrate with Postman

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.

Additional Configuration Options

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.