Connected App Setup

To perform metadata-related tasks such as adding buttons to page layouts or retrieving custom labels in the builder, additional configurations for the connected app in SmallBuilder Line Items are required.

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 Line Items 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 Line Items 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.