- Setup
- Reference
What You'll Need
| Credential | Description |
|---|---|
| Client ID | Consumer Key from Connected App |
| Client Secret | Consumer Secret from Connected App |
| Instance URL | e.g., https://your-org.my.salesforce.com |
| Username | Integration user email |
| Security Token | User’s security token (if required) |
Overview
This guide walks through creating a Salesforce Connected App for OAuth 2.0 authentication, enabling secure API access to your Salesforce data.CRM Data
Users, accounts, contacts, opportunities
Metadata & Reports
Object schemas, reports, dashboards
Prerequisites
Administrator access required. You need privileges in to complete this setup.If you don’t have admin access, contact your administrator to:
- Create the API credentials on your behalf, OR
- Grant you temporary admin access to complete the setup
- System Administrator profile or equivalent permissions
- Permission to create Connected Apps
- API access enabled for your organization
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:
| Field | Value |
|---|---|
| Connected App Name | Parable Integration |
| API Name | Parable_Integration |
| Contact Email | Your admin email |
3
Enable OAuth Settings
- Check Enable OAuth Settings
- Set Callback URL:
https://login.salesforce.com/services/oauth2/callback - Under Selected OAuth Scopes, add:
- ✅
Access and manage your data (api) - ✅
Perform requests on your behalf at any time (refresh_token, offline_access) - ✅
Access custom permissions (custom_permissions) - ✅
Manage user data via Web browsers (web)
- ✅
For minimal access, only
api and refresh_token scopes are required.4
Configure Policies
Under OAuth Policies:
| Setting | Value |
|---|---|
| Permitted Users | Admin approved users are pre-authorized |
| IP Relaxation | Relax IP restrictions |
| Refresh Token Policy | Immediately expire refresh token (or based on security policy) |
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)
7
Get Security Token (if needed)
If your org requires it:
- User settings → Reset My Security Token
- Check email for the new token
- Append token to password for authentication