Managing an External Client App - Managing an External Client App - Other - Other - OnBase Integration for Salesforce - Other/OnBase-Integration-for-Salesforce/3.3/OnBase-Integration-for-Salesforce/Installation/Creating-an-External-Client-App-in-Salesforce/Managing-an-External-Client-App - 3.3 - 3.3

OnBase Integration for Salesforce
Platform
Other
Product
OnBase Integration for Salesforce
Release
3.3
License
ft:lastPublication
2026-08-20T22:05:38.760000
ft:locale
en-US

To edit an External Client App:

  1. After logging in to the Salesforce environment, click Setup.
    Salesforce Setup Menu drop-down
    The Home page is displayed.
  2. In the Quick Find search box on the left, enter External Client Apps.
    The External Client Apps menu is displayed on the left.
  3. Click External Client Apps Manager.
    The External Client App Manager page is displayed.
  4. From the External Client App Manager page, click the External Client App you created.
    Note: If you haven't yet created an External Client App, please complete the instructions under Creating a New App.
    The External Client App Manager page containing a list of one or more External Client Apps you created is displayed.
    External Client App Manager page showing example of a created app
  5. From the right, click Edit.
    External Client App Manager page Edit button selected
  6. Under Available Profiles, select the appropriate Salesforce user profiles for granting permission to users and then select Move selection to Selected Profiles.
    The selected profiles are displayed under the Selected Profiles column.
  7. From the Permitted Users drop-down list, select Admin approved users are pre-authorized.
  8. In the OAuth Flows and External Client App Enhancements section, select the check box before Enable Client Credentials Flow.
    Enable Client Credentials Flow check box selected
  9. In the Run As (Username) field, enter the user name of the default user, typically the system administrator, who logs on to OnBase Workflow.
  10. Under Refresh Token Policy, select Refresh token is valid until revoked.
  11. From the IP Relaxation drop-down list, select Relax IP restrictions.
  12. Click Save.
    Note: Remember to grant the API Enabled permssion to all users working with OnBase Integration for Salesforce. For more information and specific instructions on how to configure the API Enabled permission, refer to the Create a Permission Set and Grant API Enabled Access chapter in Salesforce's documentation.