The Error Scenario
When attempting to connect snapAddy to Salesforce, you may encounter the error message:
This error message appears when the snapAddy Connected App has not yet been installed or approved by an administrator in your Salesforce organization. Salesforce blocks the connection attempt because the application has not been marked as trusted.
How do I fix the OAuth error?
If you receive an OAuth error when trying to connect snapAddy to Salesforce, this typically means the snapAddy Connected App has not been installed in your Salesforce environment.
This process only needs to be completed once and in most cases requires Salesforce administrator rights.
Step 1: Initiate the Connection
Navigate to the system integration settings in snapAddy. Select Salesforce from the list of available CRM systems and click "Save and Connect". You will be prompted to sign in. If you are already logged into Salesforce, an authorization screen will appear.
Click "Allow" to grant snapAddy the required permissions.
Step 2: Install the Connected App in Salesforce
After the initial authorization, a Salesforce administrator must install the snapAddy Connected App in the Salesforce setup:
- Log in to Salesforce as an administrator
- Navigate to "Setup" > "Connected Apps OAuth Usage"
- Locate the Connected App "snapADDY" in the list
- Click "Install"
Once the installation is complete, all users in your organization can connect snapAddy to Salesforce without issues. The OAuth error should no longer occur.
Important Note: The Connected App installation is a one-time action. Once completed by an administrator, all users benefit from the seamless integration between snapAddy and Salesforce.