# How to configure the Salesforce Connected Application for Flexi Kanban deployment

Flexi Kanban deployment uses the Salesforce Connected App authentication mechanism, rather than direct username and password+token authorization. Connected App authentication is a secure connection and authentication mechanism between Salesforce orgs, as it doesn’t require storing target Salesforce org credentials in a Salesforce Source Org.

{% hint style="info" %}
Note: The following actions should be performed in the Target Organization.
{% endhint %}

The following information is required in order to configure deployment settings:

* Organization Name - A user-defined name that identifies the Target Organization.
* Domain URL - The URL of the Target Organization. This value can be quickly located by clicking the Profile icon and copying the value beneath your name. Remember to add "https\://" at the beginning.
* Client Key and Client Secret - These values should be obtained once from Target Organization via the Flexi Kanban Connect application, as described below.

<img src="/files/5wF556erQclNM6UvCDCP" alt="" class="gitbook-drawing">

To create the Key and Secret, the following actions must be performed by the Target Organization admin:

* Add and configure the Salesforce Connected Application
* Set Up the Client Credentials Flow

### Configure Connected App <a href="#configure-connected-app" id="configure-connected-app"></a>

In the Target Organization (to which Flexi Kanban components will be deployed), perform the following actions:

1. Navigate to Setup and open **App Manager**
2. Click the **New Connected App** button
3. Set the following properties:
   * Connected App Name = `Flexi Kanban Connect`
   * API Name = `Flexi_Kanban_Connect`
   * Contact Email = *(email address of responsible person)*
   * Enable OAuth Settings = true
   * Callback URL (choose the appropriate value, depending upon org type):
     * Production - `https://login.salesforce.com/services/oauth2/callback`
     * Sandbox - `https://test.salesforce.com/services/oauth2/callback`
   * Selected OAuth Scopes =&#x20;
     * [Manage user data via APIs (api)](#user-content-fn-1)[^1]
     * Perform requests at any time (refresh\_token, offline\_access)&#x20;
   * Require Secret for Web Server Flow = true
   * Require Secret for Refresh Token Flow = true
   * Enable Client Credentials Flow = true
4. Leave other properties set to their defaults and save the Connected App

<img src="/files/hpSusRs7eufFYcNRv8F2" alt="" class="gitbook-drawing">

### Set Up the Client Credentials Flow <a href="#manage-connected-app" id="manage-connected-app"></a>

1. In **App Manager,** locate the newly created Connected App named "Flexi Kanban Connect" and click "Manage" in the row actions menu.
2. Click the **Edit Policies** button on the Application Management page.
3. In the **Client Credentials Flow** section, select an appropriate User in the **Run As** field. This is the User that will be used to perform deployments.
4. Click **Save** button.

<img src="/files/fclVRsWxHHe1LURdFjAs" alt="" class="gitbook-drawing">

### Retrieve the Client Key and Client Secret <a href="#get-key-and-secret" id="get-key-and-secret"></a>

1. In **App Manager,** locate the newly-created Connected App named "Flexi Kanban Connect" and click "View" in the row actions menu.
2. Click the **Manage Consumer Details** button.
3. Provide the verification code, which will be delivered to your user's email address, to grant access to the Connected App.
4. Click the **Verify** button.
5. The Consumer Details page of Connected App will display the Consumer Key  and Secret, which are automatically generated.

This Consumer Key and Consumer Secret must then be entered in the [Target Organization Configuration](/references/deployment/deploying-using-connected-app-external-client-app-authentication.md), in order to be used for future Flexi Kanban Deployments.

<img src="/files/QoMkavdheaBu3cDfAQvA" alt="" class="gitbook-drawing">

[^1]:


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