Create a Connected App for OmniOut (Managed Package)

For the managed package runtime, enable the external connection to interact with Salesforce by configuring a Connected App in Salesforce. Create a Connected App to make external calls from OmniOut. Connected Apps provide OmniOut with an access token that enables proxies and login authentication to work.

1. From Setup, enter External Client Apps in the Quick Find box, then select Settings in the External Client App section.
2. Turn on Allow creation of connected apps if it's off.
3. Click New Connected App.
4. In the Connected App Name field, enter a Name for your Connected App.
5. Enter an API name that is used to refer to the Connected App from your program.
6. Enter a contact email.
7. Check Enable OAuth Settings.
8. Enter a callback URL. The callback URL is the URL for the App's public site.
9. Move the Fullaccess (full) scope or Access and manage your data (api) into Selected OAuth Scopes.
10. Save your Connected App.
11. From your Connected App page, click Edit Policies.
12. In the Permitted Users field, select All users may self-authorize, and save the Connected App.
13. Copy the Consumer Key and Consumer Secret. These values populate the client_id and client_secret.
14. Open the OmniOut project in Visual Studio Code, and in the terminal, perform these tasks:

    1. Enter this command without running it.

       curl -d "username=USERNAME" -d "password=PASSWORD" -d "client_id=CLIENTID" -d "client_secret=CLIENTSECRET" -v -d "grant_type=password" https://test.salesforce.com/services/oauth2/token

    2. In the command, replace these values:

       Value	Description
       USERNAME	Replace with your Salesforce username.
       PASSWORD	Replace with your Salesforce password.
       CLIENTID	Replace with your Connected App's Consumer Key.
       CLIENTSECRET	Replace with your Connected App's Consumer Secret.

    3. (Optional) In the command, enter the appropriate URL for your Salesforce environment. By default, the URL is configured for a Sandbox org.

       Environment	URL
       Developer Org	https://login.salesforce.com/services/oauth2/token
       Sandbox Org	https://test.salesforce.com/services/oauth2/token

    4. Run the command, and copy the Access Token and Instance URL.