• Log into Salesforce and navigate to Setup.
• In the setup search control, search for "apps" and click on the "App Manager" option to open the Connect App Manager.
• Click on the "New Connected App" button to create the connected app.

On the New Connected App page fill in the following required fields under the Basic Information header:

• Connected App Name: Fill in this field with a name for your connected app. The name must be a unique name within your organization, but can be any name
  • For example: "TruVoice Connected App"
• API Name: This field will automatically be populated based on the Connected App Name you entered, but can be changed to any name as needed
• Contact Email: Enter a contact email address for the connected app

Scroll down the page to the "API (Enable OAuth Settings)" section:

• Select the "Enable OAuth Settings" option
• in the "Callback URL" field enter the URL of the Salesforce instance.
  • For sandbox Salesforce instances that are not using a custom domain name use the following URL: test.salesforce.com/ services/oauth2/token
  • For production Salesforce instances that are not using a custom domain name use the following URL: login.salesforce.com/ services/oauth2/token
  • If your organization uses a custom domain, you need to use the custom URL: yourcustomdomain.my.salesforce.com/ services/oauth2/token
•  In the "Selected OAuth Scopes" field, add the following scopes:
  • Manage user data via APIs (api)
  • Perform requests at any time (refresh_token, offline_access)
• Select the checkbox to enable the "Enable Client Credentials Flow" option
• Click the "Save" button to save the new Connected App

• Using Setup Quick Find, navigate to the "App Manager" by entering "Apps" in the search control
• Find the connected app and click the button to display the connected app options
• Select "View" to view the connected app

• Click the "Edit Policies" button to edit the connected app's properties

• Scroll down to the "Client Credentials Flow" section
• In the "Run As" field select the integration user with the necessary access and sync permissions for the TruVoice Feedback Plus application:
  • Tvfp-Access = the permission set for access to the buyer feedback insights
  • Tvfp-Sync = the permission set that enables the data sync
• Click the "Save" button to save your changes

• Using Setup Quick Find, navigate to the "App Manager" by entering "Apps" in the search control
• Find the connected app and click the button to display the connected app options
• Select "View" to view the connected app

• In the "API (Enable OAuth Settings)" section find the "Manage Consumer Details" button
• Click the "Manage Consumer Details" button to view the Consumer Key and Consumer Secret for the connected app

NOTE: Salesforce will prompt you to verify your identify. You can view the consumer details page for up to five minutes before you will have to re-verify your identify.

• Copy the Consumer Key and Consumer Secret for the connected app
• Return to the TruVoice Feedback Plus installation instructions to paste the consumer key and secret into the application's settings