Step 1: Creating a Connected App
Log into Salesforce. Click the Gear Icon, then the Setup option from the drop down menu
Using the Quick Find box, search Apps and select App Manager.
3. Click New Connected App
4. Enter a name for the app (name must be unique within your org)
Step 2: Enabling OAuth settings
In the API (Enable OAuth Settings) area of the page, select Enable OAuth Settings.
Set Callback URL to “https://app.merge.dev/oauth/callback”
Fill out the following fields
Check the “Enable OAuth Settings” Box
Check the “Require Secret for Web Server Flow” box
Check the “Require Secret for Refresh Token Flow” box
Add the 3 shown scopes to the “Selected OAuth Scopes” box
Access unique user identifiers (openid)
Manger user data via APIs (api)
Perform requests at any rime (refresh_token, offline_access)
4. Save the app. Back on the Manage Connected Apps screen, you should see a button for Manager Consumer Details
5. Copy the following values and enter them in the Merge dashboard
OAuth client id
OAuth client secret
