How to Install the Flosum Connected App for Salesforce
Install the Flosum Connected App to pervent OAuth Errors.
Required User Credentials
[Flosum User] - SystemAdministrator Role
[Salesforce User] - Administrator Credentials
Overview
OverviewSalesforce recently announced new security policy changes that affect Connected Apps. To stay compliant and ensure seamless integration, all current Flosum customers should install the Flosum Connected App in their Salesforce orgs.
This installation is quick and ensures you won’t be caught off guard by Salesforce’s security changes. By completing this step, you’ll keep your Flosum Cloud Apps integrations running smoothly and avoid unexpected errors when connecting orgs to Flosum.
Why Do You Need to Install the Connected App?
Existing connections are unlikely to be affected immediately. However, any new connections, including those from new users, sandboxes, or Salesforce orgs, will require the Connected App to be installed.
Because the Connected App cannot be installed or deployed through the Metadata API, this process must be done manually. Skipping this step might lead to OAuth Errors like:
“Connected app OAuth App blocked.”
Installing Flosum Connected App
For any Salesforce org that you use with Flosum, a System Administrator must complete these steps:
Check If Flosum Apps Are Installed
Log in to your Salesforce org.
Go to Setup.
In the Quick Find box, enter and then select Connected Apps OAuth Usage.
Find the Flosum Connected Applications in the list:
Flosum Backup Org Auth
Flosum DevOps: Web App Production
If the Uninstall button is in the Actions column, the app is already installed, and no action is needed.
If the Install button is in the Actions column, the app hasn't been installed. You need to complete the rest of the steps in this article.
Refresh Token
For more detailed instructions on updating a token, see the following article.
Log in to Flosum Global Settings.
Click Organizations from the left sidebar menu.
Click the Three Dot menu for the Salesforce organization you are installing the connected app.
Click Update Token.
Log in to Salesforce to complete the authentication.
To re-authenticate, click Unblock, then update the org's token in Global Settings → Organizations. Note: Once unblocked, the connected app will no longer be visible in the managed connected apps list.
Troubleshooting
If you’re having issues logging into Flosum or connecting to an organization, double-check the policy settings:
Go to Setup → Connected Apps OAuth Usage.
Select Manage App Policies for the Flosum Connected App(s).
Check which Permitted Users setting you are using:
All users may self-authorize: Flosum works as before; any user can connect.
Admin-approved users are pre-authorized: Only users explicitly granted access can connect.
If the Admin-approved users are pre-authorized option is chosen, you’ll need to explicitly grant users access. See the section below for instructions on how to do this.
How to Grant Access to Users
If a Connected App's Permitted Users option is set to Admin approved users are pre-authorized, users won’t automatically have access to the Connected App. To grant access, add the Profiles and Permission Sets that include the users who need access.
Adding Profiles and Permission Sets to a Connected App provides access to all users associated with them. If you need more control over access, create a custom Permission Set for users who need access to the app.
Add Permission Sets
Alternet Method
A Connected App can be assigned to a Permission Set when the Permission Set is created or edited.
Access the Connected App.
Find the Permission Sets section.
Click Manage Permission Sets.
Check all the permission sets to grant access to.
Click Save.
All added permission sets will be listed.
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