- Setup
- Reference
What You'll Need
Overview
Connect Parable to Salesforce using a Connected App with the OAuth 2.0 Client Credentials flow. This server-to-server flow lets Parable authenticate directly without interactive user login.CRM Data
Users, accounts, contacts, opportunities
Metadata & Reports
Object schemas, reports, dashboards
Prerequisites
Setup access in . These steps require , or a colleague with equivalent permissions who can create credentials for you.If that is not you, ask your administrator.
- System Administrator profile or equivalent permissions
- Permission to create Connected Apps
- API access enabled for your organization
- My Domain enabled (required for client credentials flow)
Setup Guide
1
Navigate to App Manager
- Log in to Salesforce
- Click the gear icon → Setup
- Search for “App Manager” in Quick Find
- Click App Manager
2
Create Connected App
- Click New Connected App
- Fill in basic information:
3
Enable OAuth Settings
- Check Enable OAuth Settings
- Set Callback URL:
https://login.salesforce.com/services/oauth2/callback(placeholder — not used by client credentials flow) - Under Selected OAuth Scopes, add only:
Manage user data via APIs (api)
Only the
api scope is required and sufficient. Do not add Full access (full) or Perform requests at any time (refresh_token, offline_access) — the client credentials flow never issues a refresh token, and as of Salesforce Winter ‘26 (Sept 2025), a missing or invalid-only scope set returns invalid_grant: no valid scopes defined.4
Enable Client Credentials Flow
- After saving, go back to your Connected App
- Click Manage → Edit Policies
- Under Client Credentials Flow, check Enable Client Credentials Flow
- Set the Run As user to a dedicated Integration User (not a personal admin) — see required permissions below
- Click Save
The user profile / permission set must also have API Enabled and View Setup and Configuration system permissions.
5
Save and Wait
- Click Save
- Wait 2-10 minutes for the app to activate
6
Get Consumer Credentials
- Return to App Manager
- Find your app → Click the dropdown → View
- Click Manage Consumer Details (may require re-authentication)
- Copy:
- Consumer Key (Client ID)
- Consumer Secret (Client Secret)
- Find your My Domain subdomain: go to Setup → My Domain. Under My Domain Details, note the value before
.my.salesforce.com(e.g.,acmefromacme.my.salesforce.com).
7
Enter values in the form
- Client ID, Client Secret, and My Domain: Paste the Consumer Key, Consumer Secret, and My Domain subdomain from Salesforce.
- Click Save & test connection.