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title: Guided Setup
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locale: en-us
portal_url: https://docs.salesforce.com/mulesoft/current/en-us/api-community-manager/guided-setup.md
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source_site: docs.mulesoft.com
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---
product: API Community Manager
---

# Guided Setup

> For the full documentation index, see: https://docs.mulesoft.com/llms.txt

Use the guided setup to setup API Community Manager.

If you have multiple identity providers in your organization, follow the instructions in
[Manual Setup](https://docs.mulesoft.com/api-community-manager/manual-setup).

## Prerequisites

To set up API Community Manager with guided setup, complete the
[prerequisite steps](https://docs.mulesoft.com/api-community-manager/installation-prerequisites) and then follow these steps.

## Open Guided Setup

From the Anypoint API Community Manager control panel, open the Salesforce App Launcher and search
for **API Community Manager Guided Setup**.

## Connect with Your Anypoint Organization

To connect your API Community Manager instance to your Anypoint organization:

1.  Select your organization’s Anypoint management plane, which may be the US control plane, the EU
    control plane, the MuleSoft Government Cloud control plane, or another control plane.

2.  If your Anypoint Platform user has organization administrator credentials:

    1.  If your user has multi-factor authentication enabled, open **Access Management** >
        **Users** > your user’s page > **Settings** and enable **Exempt from MFA requirement**.

    2.  Select **I have organization administrator credentials** and enter your Anypoint Platform
        username and password.

        The system creates a certificate named `Anypoint` in Salesforce, creates a connected app in
        Anypoint Platform using the certificate, creates a named credential in Salesforce using the
        client ID from the Anypoint Platform connected app and the identity provider information,
        configures the external data source, and grants Exchange contributor permissions to the
        impersonated user from the Salesforce administrator.

3.  If your Anypoint Platform user account does not have organization administrator credentials:

    1.  Ask your organization administrator to use the following steps to create a connected app and
        give you the **Client ID** and **IDP ID**.

    2.  Select **I don’t have organization administrator credentials** and enter the **Client ID**
        and **IDP ID** from your organization administrator.

## Create a Connected App

To create a connected app if you are an organization administrator:

1.  In Salesforce, create a key pair for communication between Salesforce and Anypoint Platform:

    1.  Click **Setup** > **Security** > **Certificate and Key Management** > **Create Self-Signed
        Certificate**.

    2.  Set **Label/Name** to `Anypoint`.

    3.  Disable **Exportable Private Key**.

    4.  Set **Key Size** to 2048 or larger.

    5.  Click **Save**.

    6.  Click **Download Certificate** to save the public key from the key pair to your local
        machine.

2.  Click **Access Management** > **Connected Apps** > **Create App**.

3.  Enter a name for the app.

4.  Enable **App acts on behalf of a user**.

5.  In the section **Grant types**, enable **JWT Bearer**.

6.  Copy the public key from the downloaded file and paste it into the public key text area.

7.  Verify that the public key certificate has this format:

    \-----BEGIN CERTIFICATE----- PUBLIC KEY -----END CERTIFICATE-----

8.  Set **Website URL** to `https://login.salesforce.com`.

9.  In the section **Redirect URIs**, add `http://localhost`.

    Each connected app requires one or more redirect URIs, but this configuration does not use them.

10. In the section **Who can use this application?**, select **Members of this organization only**.

11. In the section **Scopes**, add **Background Access** and **Full Access**.

12. Click **Save**.

13. Copy the client ID.

    Do not copy the client secret, because this configuration uses the certificate instead.

14. To find the identity provider ID, run this request:

    curl --location --request GET
    'https://anypoint.mulesoft.com/accounts/api/organizations/<YOUR\_ORG\_ID>/identityProviders' \\
    --header 'Authorization: Bearer <TOKEN>'

    Replace `<YOUR_ORG_ID>` with your organization ID and replace `<TOKEN>` with your token.

    In the response, find the line with the `provider_id`:

    "provider\_id": "01234567-89ab-cdef-0123-456789abcdef",

15. Copy this identity provider ID to use as the **IDP ID**.

## Configure Users

Give your user the Exchange contributor permission:

1.  In your Anypoint Platform organization, click **Access Management** > **Users**.

2.  Select your user.

3.  Click **Permissions** > **Add permissions**.

4.  Ensure that your user has the permission **Exchange Contributor** in each business group.

Give community users the Exchange viewer permission:

1.  Ensure that you have Exchange Administrator permissions.

2.  In your Anypoint Platform organization, navigate to **Access Management** and click **Teams**.

3.  Create a new team named **Community Users**.

4.  Click **Settings**.

5.  Set the parent team to everyone in the organization.

6.  In **External IdP Groups**, set **Group Name** to **Community User** and set **Type** to
    **Member**.

7.  Click **Permissions** > **Add permissions** and add the permission **Exchange Viewer**.

    When prompted, select all business groups with any assets that you want community users to be
    able to view.

## Set Profile Permissions

After the connection with your Anypoint organization is established, click **Continue** to open the
API Community Manager diagnostics tool, review your installation, and update the guest user and
member user permissions. After the installation and permissions are verified, create your first
community.

## See Also

- [Diagnostics](https://docs.mulesoft.com/api-community-manager/diagnostics)

- [Create a Community](https://docs.mulesoft.com/api-community-manager/create-community)

- [Map SSO Users to Teams](https://docs.mulesoft.com/access-management/map-users-roles-teams#map-sso-users-to-teams)
