The Salesforce integration no longer uses a username and password to authenticate. It now relies solely on the consumer key and secret from your External Client App. The steps below update the app configuration to support this.

Warnings you may have seen within your Salesforce app:

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Check If App Has Been Migrated

1. Log into your Salesforce instance.
2. Go to Setup.
3. Go to Apps > External Client Apps > Insights.
4. Look for the Tethr/Creovai app in the list.
   • If the app is not listed, it has already been migrated. Continue to Update External Client App below.
   • If the app is listed, continue with the steps below to migrate it.
5. Select Manage App, then click Migrate to External Client App.
6. Tick all three boxes, then click Migrate:
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Once migrated, the app appears under Apps > External Client Apps > External Client App Manager. Continue from there.

Update External Client App

1. Log into your Salesforce instance.
2. Go to Setup.
3. Go to Apps > External Client Apps > External Client App Manager.
4. Select the Tethr/Creovai app.
5. Select Settings, then Edit.
6. Ensure Contact Email is set to creovai-support@capacity.com.
7. Expand OAuth Settings.
8. Ensure the following are listed under Selected OAuth Scopes:
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9. Untick Enable Device Flow.
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10. Click Save.
11. Select Policies, then Edit.
12. Expand OAuth Policies.
13. Tick Enable Client Credentials Flow, then choose the Tethr/Creovai user under Run As.
14. Click Save.

What to Share with Capacity

Once the configuration is saved, reply to our team with:

• Confirmation that the changes are complete, so we can update the settings on our side.
• Your Salesforce login URL, for example {mycompany}.my.salesforce.com. Found in Company Settings >> My Domain