How To Create The Salesforce Connected App Manually (If app install doesn't work)

Purpose

Below are all of the steps required to add the Allbound connected app to Salesforce if you're experiencing difficulties with the app installation from the Salesforce appxchange.

Step-By-Step

1. Login to your Salesforce Site.
2. Login to your Allbound Site in another tab in the same browser window.
3. In your Allbound, navigate to Settings > Integration Manager > Source Accounts > Click "Edit" next to Salesforce.

4. Navigate to Salesforce setup > App Manager > Click “New Connected App”

   
   
   
   
   
   
   

5. No additional settings need to be checked for this connected app. Once you’ve completed the highlighted steps above, click “Save”.
   
   

6. Copy the Consumer Key, then tab back over to your Allbound tab. Paste it in the "Consumer Key" box.
7. Tab back over to your Salesforce. Copy the "Consumer Secret" and paste it into the corresponding box on the Allbound side.
   
   
8. Insert your Salesforce CLASSIC mode URL into the "Instance URL" box. (e.g. https://example-domain.my.salesforce.com/)
   
9. Finally, click "Authorize Salesforce" and login as the user you wish to connect the app with. Please review documentation on this topic: About The Salesforce Integration User
10. It should open into a Salesforce screen and the last step there would be to click the "Allow" button.