Connected App Configuration

To perform metadata-related tasks, such as adding buttons to page layouts or creating tabs in the builder screen for SmallBuilder, you need to configure the connected app.

If you are using the SmallBuilder Line Items product, set up SmallBuilder Line Items OAuth.

Step 1: Configure Permitted Users

1. In Setup, enter Connected Apps in the Quick Find box and select Manage Connected Apps.

2. Click Edit for SmallBuilder {Product Name} OAuth.

3. Set Permitted Users to Admin approved users are pre-authorized.

4. Click Save.

Step 2: Assign Profiles or Permission Sets

1. In Setup, enter Connected Apps in the Quick Find box and select Manage Connected Apps.

2. Click SmallBuilder {Product Name} OAuth.

3. At the bottom, click Manage Profiles or Manage Permission Sets.

4. Select the profile or permission set responsible for configuring the product using the builder.

5. Click Save.