Configure Connected App

All Textkernel Source! setup procedures are available here.

For Textkernel to call our REST EndpointClosed When two systems integrate, an endpoint is one end of a communication channel., they must authenticate into the Salesforce Org. This is done via the Connected App. At the time of writing, the Connected App isn't packaged and must be created manually.

Once the Connected App has been created and the Callback URL is known, Textkernel’s Project Team/Customer Account Manager must be notified. This allows them to receive events.

Do the following to create the Connected App:

  1. From Setup, enter "Apps" in the Quick Find box and select App Manager.
  2. Click New Connected App.
  3. Enter the following settings:
  4. Click Save at the bottom of the page.
  5. When the page reloads, click Manage.
  6. Click Edit Policies and configure the Client Credentials Flow Run as user using the user configured in the previous step.
  7. Click Save.

Next Procedure

Textkernel Automation API Custom Setting