# 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.


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