ISVforce Guide

Introduction
ISVforce Quick Start
Designing and Building Your App
Overview of Packages
Components Available in Managed Packages
About API and Dynamic Apex Access in Packages
Architectural Considerations for Group and Professional Editions
Connected Apps
Creating a Connected App
Edit, Package, or Delete a Connected App
Installing a Connected App
View Connected App Details
Manage a Connected App
Edit a Connected App
Monitoring Usage for a Connected App
Uninstalling a Connected App
Environment Hub
Packaging and Testing Your App
Passing the Security Review
Publish Your Offering on the AppExchange
Manage Orders
Managing Licenses
Provide a Free Trial
Supporting Your Customers
Upgrading Your App
Appendices
Glossary
PDF

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View Connected App Details

Available in: both Salesforce Classic 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: “Customize Application”
To create, update, or delete: “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”
To update Profiles, Permission Sets, and Service Provider SAML Attributes: “Customize Application” AND “Modify All Data”
To uninstall: “Download AppExchange Packages”
The Connected App Detail page shows you information about the connected app, including its version and scopes. You can edit and check usage of the connected app, and associate profiles and permissions with the app.
  • Click Edit to change the app configuration on the Connected App Edit page.
  • Click Download Metadata to get the service provider SAML login URLs and endpoints that are specific to your community or custom domain configuration. This button only appears if your organization is enabled as an Identity Provider, and only with connected apps that use SAML.
  • Instead of downloading metadata, you can access the metadata via a URL in Metadata Discovery Endpoint. Your service provider can use this URL to configure single sign-on to connect to Salesforce.
  • Click View OAuth Usage to see the usage report for connected apps in your organization.
  • You can enable user provisioning for a connected app on this page. Once enabled, use the User Provisioning Wizard to configure or update the user provisioning settings. After you run the User Provisioning Wizard, the User Accounts section lets you manage the linkage between user accounts and their account settings on the third-party system, individually.
  • Click Manage Profiles to select the profiles for the app from the Application Profile Assignment page. Select the profiles to have access to the app (except in Group Edition).

    This option won’t appear if the OAuth policy for Permitted Users is set to All users may self-authorize because this option isn’t needed when users can authorize themselves.

    Important

  • Click Manage Permission Sets to select the permission sets for the profiles for this app from the Application Permission Set Assignment page. Select the permission sets to have access to the app.

    This option won’t appear if the OAuth policy for Permitted Users is set to All users may self-authorize because this option isn’t needed when users can authorize themselves.

    Important

  • Click New in Service Provider SAML Attributes to create new attribute key/value pairs. You can also edit or delete existing attributes.
Only the users with at least one of the selected profiles or permission sets can run the app if you selected Admin-approved users for the Permitted Users value on the Connected App Edit page. If you selected All Users instead, profiles and permission sets are ignored.