Setting up Connected app, Auth Provider, and Named Credentials
Create a Connected App (App > App Manager > New Connected App)
Connected App Name: Provide a unique value that description the app
API Name: Keep the default.
Contact Email: Enter a valid contact email
Enable OAuth Settings: Check this bot to reveal the OAuth settings
Callback URL: The callback URL will be set in a later set. Set to https://www.login.com for now.
Choose the scopes required for the app. The following scopes are required at a minimum (but identify the full set of scopes based on your integration requirements):
Full access (full)
Perform requests at any time (refresh_token, offline_access)
Save the record.
Note the Consumer Key and Consumer Secret. These values will be needed for the next step.
Create an Auth. Provided (Identity > Auth. Providers > New)
Provider Type: Choose Salesforce
Name: Enter a unique name
Consumer Key: Enter the consumer key noted from the Connected App creation.
Consumer Secret: Enter the consumer secret noted from the Connected App Creation.
Keep the remaining defaults.
Save the record.
Note the Callback URL defined after the save.
Update the Connected App (Apps > App Manager > Edit)
Update the Callback URL
Save the record
Create a Named Credential (Security > Named Credentials > New Named Credential)
Label: Enter a unique name for the Named Credential.
Name: Keep the default.
URL: Enter the Salesforce URL (NOTE: Do not use the .lightning.force.com). If not known, run the following in dev console execute anonymous: system.debug(url.getOrgDomainUrl());
Identity Type: Named Principal (This assumes there will be one named principal users under which the Salesforce to Salesforce logic will run. Choose Per User if each login needs to be identified).
Authentication Protocol: OAuth 2.0
Authentication Provider: The Auth. Provider previously defined.
Scope: refresh_token full
Start Authentication Flow on Save: Checked
Save the record.
Saving the record will kick off an authentication request.
Authenticate by successfully logging in.
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