External Client App (ECA) Setup

To perform metadata-related tasks in the SmallBuilder Line Items builder — such as creating buttons or adding buttons to page layouts — additional configuration is required for the External Client App provided by SmallBuilder Line Items.

Configuration steps

1. In Setup, enter External Client App in the Quick Find box and select External Client App Manager.

2. Click SmallBuilderLineItems.

3. Click Edit.

4. Under OAuth Policies, set Permitted Users to Admin approved users are pre-authorized.

5. Under App Policies, select the profile or permission set responsible for configuring the builder.

6. Click Save.