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Updated Connected Apps & Metadata Connections Docs #425

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8 changes: 7 additions & 1 deletion src/pages/docs/salesforce-testing/connected-app.md
Original file line number Diff line number Diff line change
Expand Up @@ -51,13 +51,19 @@ Creating a connected app is important to link external applications and the Sale
| - Other input fields are optional.

5. In the **API** section, select the **Enable OAuth Settings** checkbox to set **Callback URL** and **Selected OAuth Scopes**. The **Selected OAuth Scopes** are mandatory in the **Connected App** to connect & download the metadata.

- Use this Callback URL: <span style="font-family: monospace; font-size: 0.875em; background-color: #f8f8f8; padding: 0.2em 0.4em; border-radius: 4px;">https://salesforce-callback.testsigma.com/authorize</span>


![API Details](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcaapiinfo.png)

6. Click on **Save**.
![Save](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfcasave.png)

[[info | **NOTE**:]]
| A connected app is limited to only a few approvals. The system can revoke the oldest approval when the limit exceeds automatically. As a best practice, you can create a different connected app for each new application connection/connection.
| - A connected app is limited to only a few approvals. The system can revoke the oldest approval when the limit exceeds automatically. As a best practice, you can create a different connected app for each new application connection/connection.
| - Some Salesforce editions do not have API access. Generally, these editions are not used in development or production environments, and it is not possible to create connections within them. <br> <br>
| For more information on these editions, refer to [Salesforce editions with API access](https://help.salesforce.com/s/articleView?id=000385436&type=1).

---

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9 changes: 7 additions & 2 deletions src/pages/docs/salesforce-testing/metadata-connections.md
Original file line number Diff line number Diff line change
Expand Up @@ -57,16 +57,21 @@ In Testsigma, you can create a Salesforce application and establish a Metadata c
- Choose the **Authentication type** from the dropdown. In this example, we are choosing **OAuth 2.0**.
![Authentication](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfmdatype.png)


<details style="border: 1px solid gray; border-radius: 4px; padding: 0.5em; margin: 0.5em 0; background-color: #f2f2f2;">
<summary style="color: darkgreen; font-weight: bold; list-style: none;" onclick="if(this.parentNode.open) this.parentNode.style.border='1px solid gray'; else this.parentNode.style.border='none';">
<span style="margin-right: 5px;">ℹ️</span>Authentication Types:
</summary><br>
There are two ways to Authenticate:
<ul>
<li><b>User name & Password:</b> For User name & Password, enter Username, Password, Security token, Consumer key, and Consumer secret. </li>
<li><b>OAuth</b> For OAuth, enter Username, Consumer key, Consumer secret and Callback URL.</li>
<li><b>OAuth:</b> For OAuth, enter Username, Consumer key, and Consumer secret.
<li><b>Callback URL:</b> <span style="font-family: monospace; font-size: 0.875em; background-color: #f8f8f8; padding: 0.2em 0.4em; border-radius: 4px;">https://salesforce-callback.testsigma.com/authorize</span></li>
</ul>
</li>
</ul>
</details>
</details>


- Click on **Authorise & Connect**.
![Authorise](https://s3.amazonaws.com/static-docs.testsigma.com/new_images/projects/applications/sfmdaaaut.png)
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