Activating admin approved pre-authorizations mode
Last updated
Salesforce Sync
Last updated
In Salesforce go to Setup > Apps > Connected Apps > Connected Apps OAuth Usage and scroll down to find Yoxel Sync app. Click Install if you see the button ot click Manage App Policies if the app is already installed.
Click the Edit Policies button to change Permitted Users to "Admin approved users are pre-authorized".
Do not change anything else!
On the app policies page scroll down to Profiles and click the Manage Profiles button. Specify all user profiles that should be approved for Yoxel Sync.
After the admin has configured the settings in Salesforce, they need to go to Yoxel’s admin app and enable this mode in the template.
On the page of the template wizard use Salesforce service and switch Authorization mode to "Authorizations will be provided by a Salesforce administrator". Then click Save.
After this you can step through the wizard and publish your template. All syncs under this template will start using this new mode of authorization and your users won't have to provide self-authorizations anymore.
