Salesforce (Lightning) Custom OAuth App Setup

The following steps are for the new Salesforce Lightning experience:

Step 1: Go to Salesforce setup as an administrator and use the quick search to search for "app." Choose App Manager from the search results.

Step 2: Click New Connected App.

Step 3:  You will need to create an OAuth application for Kapta. We recommend naming it "Kapta_Integration" and listing support@kapta.com as the contact email.  

Click Enable OAuth Settings under the API (Enable OAuth Settings) section.  You will need to add the following callback URLs:

http://localhost:59497/SalesForceOAuth2

https://app.kaptasystems.com/SalesForceOAuth2

https://appeu.kaptasystems.com/SalesForceOAuth2

If you have a dedicated server, you will also need to add a callback to that URL as well.

Finally, add the OAuth scope Manage user data via (API).

Step 4: Click Save, after which you'll be able to get the Consumer Key and Consumer Secret Key that are needed to update your Kapta integration settings.  Salesforce may email you a one time code for verification or activate your MFA if that is enabled.