This user will be used by the API calls. This user should have administrative
rights and must have a profile where Send Outbound Messages is
turned off.
-
In Salesforce select Setup>Users>Profiles and clone a
profile with administrative rights. Name the profile Sys Admin - No
outbound
-
Edit the profile and de-select Send Outbound
Messages
-
In Salesforce selectSetup>>Users and click
New User.
This user will be known as the "hook user". You will need to provide a valid
email address where you have access.
-
After the hook user is created, check you email from Salesforce to finish the
registration process.
Retain the password for later use.
-
While logged in as the hook user, click View Profile
icon in the top corner and then click
Settings.
-
Click Reset My Security Token and complete the
instructions.
Retain the security token for later use.
-
In Salesforce select Setup>Apps>App Manager and click
New Connected App.
-
Enter "BillMax for Connected App Name and for
API Name. Enter Contact Email.
Click Enable Oauth Settings.
-
Enter Callbak URL as
https://<your-salesforce-site>/services/oauth2/token
and select "Full Access" for Selected OAuth Scopes and
click Save.
Retain the client_id(Consumer Key) and
client_secret(Consumer Secret) value for later
use.
