- Setup
- Reference
What You'll Need
| Credential | What it is |
|---|---|
| Client ID | Consumer Key from Connected App |
| Client Secret | Consumer Secret from Connected App |
| My Domain | Your Salesforce My Domain subdomain (e.g., acme — the acme part of acme.my.salesforce.com) |
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
Navigate to App Manager
- Log in to Salesforce
- Click the gear icon → Setup
- Search for “App Manager” in Quick Find
- Click App Manager
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 |
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.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
| Object | Purpose |
|---|---|
| User | User directory |
| LoginHistory | Login audit |
| Event | Calendar / activity events |
| Account, Contact, Opportunity, OpportunityLineItem, OpportunityFieldHistory | CRM core |
| Task | Activities |
| Product2 | Product catalog |
| Contract, ContractHistory | Contract lifecycle |
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).