Setup Metadata API Access

To use the multi-project planner and make use of the list views, then you need to follow the steps below to provide access for the Arrow PSA application to retrieve list view information via the Metadata API.

1. Create a Self Signed Certificate (Setup -> Certificate and Key Management)
   • Download the certificate for later
2. Create a Connected App (Setup -> App Manager)
   • Enable OAuth Settings
   • The callback URL is https://test.salesforce.com/ for scratch orgs. This is never used. For production orgs, use https://login.salesforce.com/
   • Select “Use Digital Signatures” and upload the certificate from earlier
   • Select the scopes api and refresh_token
   • Save and accept the warning about the time delay.
   • If you made a mistake and have to re-enter details check that your certificate is not forgotten. You may need to reupload it.
3. Manage the Connected App (CMD-click on Mac or CTRL-click on Windows opens this in a new tab)
   • Edit Policies
   • Permitted Users: Admin approved users are pre-authorized
   • Save
4. Manage Consumer Details (you may need to go back to viewing the Connected App if you didn’t open in a new tab above)
   • Complete the two factor authentication process
   • Copy the Consumer Key and either note it down or paste directly into the MD API utility component from the Arrow PSA application.
5. Create a new Permission Set
   • Under Assigned Connected Apps select your new Connected App and save
   • Assign the permission set to your user
6. Configure the application
   • Go into the Arrow PSA application
   • Paste the Consumer Key into the field marked Client Key
   • Enter the developer name of the certificate into the field for certificate name
   • The Test Configuration button tests the unsaved configuration.
   • The Save Configuration button saves the values.