Install Limio Connected App

Salesforce is introducing security changes that will require Connected Apps to be explicitly installed to function correctly. As a result, any Limio customers using Limio for Salesforce must ensure the Limio Connected App is installed in their Salesforce org.

This guide explains:

• What the Connected App is

• How to install it safely

• Best practices for configuring security policies

What is the Limio Connected App?

The Limio Connected App is used to facilitate secure OAuth authentication between Limio and your Salesforce instance.

Installing the app:

• Does not change the package itself.

• Does not revoke current tokens.

• Simply creates an Installed Connected App record, giving admins visibility and policy controls.

This installation step has become necessary due to Salesforce’s upcoming changes to Connected App Usage Restrictions rolling out in Q4 2025.

How to install the Limio Connected App

1. Go to Setup in Salesforce.

2. In the Quick Find, search for Connected Apps OAuth Usage.

3. Locate Limio - Connected App in the list.

4. Click Install next to the app.

This step makes the app installed for your org. It does not affect existing OAuth tokens or your current Limio integration.

How to configure Connected App Policies (recommended)

Once installed, you should update the app’s policies for improved security and admin control:

1. After installation, click Manage App Policies.

2. Click Edit Policies.

Recommended settings:

After installing the app, we recommend the following Connected App security settings:

• Permitted users: Set to Admin approved users are pre-authorized. This limits access to users who have been explicitly granted access through a permission set or profile.

• Pre-authorized users: Select a relevant permission set or profile, and assign it to your integration user. This avoids requiring each user to individually authorize the app.

• Refresh token policy: Use the default setting: Refresh token is valid until revoked. This allows integrations to stay connected continuously. You can revoke tokens at any time if needed.

• IP Relaxation: Choose the appropriate setting for your org. Many integrations use Relax IP restrictions or Enforce IP restrictions, but relax for refresh tokens to prevent disruptions when IPs change.

• OAuth scopes: Use the default scopes provided by Limio. Do not add additional scopes unless explicitly instructed by Limio Support.

Why is this important?

Salesforce is tightening control over Connected App usage. Starting Q4 2025:

• Apps not installed via Connected Apps OAuth Usage may be blocked.

• This will initially impact new Salesforce orgs but will become the default enforcement.

Installing the Limio Connected App now avoids disruption and ensures you remain compliant.