ISVforce Guide
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Configure Basic Connected App Settings
For all connected apps, define the basics, which include the app’s name, logo, and
contact information.
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Connected Apps can be created in: Group,
Professional, Enterprise, Performance, Unlimited, and
Developer Editions Connected Apps can be installed in: All Editions |
| User Permissions Needed | |
|---|---|
| To read, create, update, or delete connected apps: | Customize Application AND either Modify All Data OR Manage Connected Apps |
| To update all fields except Profiles, Permission Sets, and Service Provider SAML Attributes: | Customize Application AND either Modify All Data OR Manage Connected Apps |
| To update Profiles, Permission Sets, and Service Provider SAML Attributes: | Customize Application AND Modify All Data AND Manage Profiles and Permission Sets |
| To install and uninstall connected apps: | Customize Application AND either Modify All Data OR Manage Connected Apps |
| To install and uninstall packaged connected apps: | Customize Application AND either Modify All Data OR Manage Connected Apps AND Download AppExchange Packages |
- From Setup, enter Apps in the Quick Find box, and select App Manager.
- Click New Connected App.
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Enter the connected app’s name, which displays in the App Manager and on its App Launcher
tile.
The connected app name must be unique within your org. If the connected app was created in the Spring ‘14 release or later, you can reuse the name of a deleted connected app.
- Enter the API name used when referring to your app from a program. It defaults to a version of the name without spaces. Only letters, numbers, and underscores are allowed, so if the original app name contains any other characters, edit the default name.
- Enter the contact email for Salesforce to use in case we want to contact you or your support team. This address isn’t given to Salesforce admins who install the app.
- Enter the contact phone for Salesforce to use in case we want to contact you or your support team. This number isn’t given to Salesforce admins who install the app.
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To display your logo with the connected app on the App Launcher tile, enter a logo image
URL. Your logo also displays on the consent page that users see when approving the app.
The logo URL must use HTTPS. The logo image must be a GIF, JPG, or PNG file with a file size that’s preferably under 20 KB and no more than 100 KB. We resize the image to 128 pixels by 128 pixels, so be sure that you like how it looks. If you don’t supply a logo, Salesforce generates one for you using the app’s initials.
- To upload your logo image, click Upload logo image. Select an image from your local file system that meets the size requirements. When your upload is successful, the URL to the logo appears in the Logo Image URL field.
- To upload a Salesforce sample logo, click Choose one of our sample logos. The sample logos include Salesforce apps, third-party apps, and standards bodies. Click the logo you want, and then copy and paste the appropriate URLs into the Logo Image URL field and Icon URL field.
- To use a logo hosted publicly on Salesforce servers, upload an image as a document from the Documents tab. To get the URL, view the image, copy the URL, and paste the URL in the Logo Image URL field.
- If you have a web page with more information about your app, provide an info URL.
- To display a description on the connected app’s App Launcher tile, enter up to 256 characters. If you don’t supply a description, only the connected app’s name displays on the tile.
- Configure the connected app depending on its use case. See Create a Connected App.