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Overview

To authenticate with Salesforce (Client Credentials), you will need:
  1. Client ID – The Consumer Key from your Salesforce External Client App.
  2. Client Secret – The Consumer Secret from your Salesforce External Client App.
  3. Hostname – Your Salesforce instance hostname (e.g. acme.my.salesforce.com).
This guide walks you through obtaining these values.

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Prerequisites

  • A Salesforce account with administrative privileges to create External Client Apps.

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Instructions

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Step 1: Create an External Client App

  1. Log in to Salesforce and go to Setup.
  2. In the Quick Find box, enter App Manager, then select App Manager.
  3. Click New External Client App.
  4. Fill in the required basic information (Name, API Name, Contact Email).
  1. Check Enable OAuth Settings.
  2. For Callback URL, you can enter https://api.nango.dev/oauth/callback.
  3. Under Selected OAuth Scopes, add at least Access and manage your data (api).
  1. Enable the Client Credentials flow:
    • In OAuth Settings: Under Flow Enablement, check Enable Client Credentials Flow.
  1. Click Save.

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Step 2: Assign an Execution User

For External Client Apps using the Client Credentials flow, Salesforce requires you to specify an execution user:
  1. In App Manager, locate your app, click the dropdown arrow next to it, and select Edit Policies.
  2. Navigate to the OAuth Policies section.
  3. Under OAuth Flows and External Client App Enhancements:
    • Enable Client Credentials Flow.
    • In the Run As (Username) field, enter the username of a Salesforce user who has the necessary permissions required by the app.
  4. Click App Policies, select the profiles or permission sets that can use this app, then click Save.

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Step 3: Obtain Client ID and Client Secret

  1. In the App Manager, find your app and go to the Settings tab.
  2. Click Consumer Key and Secret to view your credentials.
  1. Copy the Consumer Key (Client ID) and Consumer Secret (Client Secret).

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Step 4: Find your Hostname

  1. Click on your profile to view your hostname.

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Step 5: Enter credentials in Nango

  1. In the Nango Connect UI or dashboard, select the Salesforce (Client Credentials) integration.
  2. Enter your Hostname, Client ID, and Client Secret.
  3. Click Authorize to establish the connection.
You are now connected to Salesforce using Client Credentials.