Setup Connected App

Step 1: Locate the Connected App

1. From Salesforce home, click on the App Launcher (grid icon on the top left corner), then find and open App Manager.

2. In the App Manager, find the CADConversion connected app. You can use the search box to filter the results.

Step 2: Update the Custom Setting

1. From Salesforce home, click on the App Launcher again, then find and open Custom Settings.

2. On the Custom Settings page, find the CAD Conversion App Setting. Click on Manage next to it.

3. Click New to create a new setting, or Edit if a setting already exists.

4. In the new page, there should be fields for the objects to use and whether or not you want to enable the document trigger. A default of * is in the object list, which means any document uploaded to any object type will be tested and converted if it is a CAD file. If you want to limit this to a certain set of objects, remove the * entry and list each object you want to observe on a separate line, this will be the technical or API name of the object, e.g. Product2 vs Product etc.

5. Click Save.

6. Apply Integration User to the app

   Assign the Integration User to the Connected App

   1. In Salesforce, click on Setup.

   2. In the Quick Find box, type App Manager and select App Manager under Platform Tools -> Apps.

   3. Find the CADConversion connected app. Click on the dropdown arrow at the end of the row and select Manage.

   4. Scroll down to the Profiles section. Click Manage Profiles.

   5. In the new page, find the profile of the Integration User you created. Check the box next to it, and then click Save.

   Setup Client Credentials Flow Run As Integration User

   In Salesforce, the "Run As" user for Client Credentials Flow is typically determined by the user who created the connected app. So you may not directly assign the Integration User as the "Run As" user for Client Credentials Flow in Salesforce UI. You have to log in as the Integration User to create or update the connected app to ensure that this user is the "Run As" user for Client Credentials Flow.

   To ensure that you have everything set up correctly, you might need to review the OAuth policies for your connected app and ensure that Permitted Users is set to Admin approved users are pre-authorized and that the integration user's profile is in the list of Profiles which are authorized to use the app.

   Remember to adjust the permissions and settings to fit the security model for your specific situation. Always be careful when working with integration users and OAuth, as incorrect configurations can create security vulnerabilities.