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What You'll Need

CredentialWhat it is
Client IDConsumer Key from Connected App
Client SecretConsumer Secret from Connected App
My DomainYour 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

1

Navigate to App Manager

  1. Log in to Salesforce
  2. Click the gear iconSetup
  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 (placeholder — not used by client credentials flow)
  3. 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

  1. After saving, go back to your Connected App
  2. Click ManageEdit Policies
  3. Under Client Credentials Flow, check Enable Client Credentials Flow
  4. Set the Run As user to a dedicated Integration User (not a personal admin) — see required permissions below
  5. Click Save
The “Run As” user determines the permissions for all API calls. Use a dedicated integration user, not a personal admin account.
Run-As User — required object permissions (Read on each):
ObjectPurpose
UserUser directory
LoginHistoryLogin audit
EventCalendar / activity events
Account, Contact, Opportunity, OpportunityLineItem, OpportunityFieldHistoryCRM core
TaskActivities
Product2Product catalog
Contract, ContractHistoryContract lifecycle
The user profile / permission set must also have API Enabled and View Setup and Configuration system permissions.
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)
  5. Find your My Domain subdomain: go to Setup → My Domain. Under My Domain Details, note the value before .my.salesforce.com (e.g., acme from acme.my.salesforce.com).
7

Enter values in the form

  1. Client ID, Client Secret, and My Domain: Paste the Consumer Key, Consumer Secret, and My Domain subdomain from Salesforce.
  2. Click Save & test connection.