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Documentation Index

Fetch the complete documentation index at: https://docs.parable.work/llms.txt

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What You'll Need

CredentialDescription
Client IDConsumer Key from Connected App
Client SecretConsumer Secret from Connected App
Base URLYour Salesforce instance URL (e.g., https://your-org.my.salesforce.com)
Org DomainYour Salesforce organization domain (e.g., your-org)

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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

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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

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Setup Guide

1

Navigate to App Manager

  1. Log in to Salesforce
  2. Click the gear icon → Setup
  3. Search for “App Manager” in Quick Find
  4. Click App Manager
2

Create Connected App

  1. Click New Connected App
  2. Fill in basic information:
FieldValue
Connected App NameParable Integration
API NameParable_Integration
Contact EmailYour admin email
3

Enable OAuth Settings

  1. Check Enable OAuth Settings
  2. Set Callback URL: https://login.salesforce.com/services/oauth2/callback
  3. 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:
SettingValue
Permitted UsersAdmin approved users are pre-authorized
IP RelaxationRelax IP restrictions
Refresh Token PolicyImmediately expire refresh token (or based on security policy)
5

Save and Wait

  1. Click Save
  2. Wait 2-10 minutes for the app to activate
Salesforce may take several minutes to propagate the new Connected App.
6

Get Consumer Credentials

  1. Return to App Manager
  2. Find your app → Click the dropdown → View
  3. Click Manage Consumer Details (may require re-authentication)
  4. Copy:
    • Consumer Key (Client ID)
    • Consumer Secret (Client Secret)
7

Get Security Token (if needed)

If your org requires it:
  1. User settings → Reset My Security Token
  2. Check email for the new token
  3. Append token to password for authentication