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LogoSalesforce Integration Development Guide

Add white-label customer-facing integration with Salesforce into your app with just a few lines of code.

Salesforce Configuration Guide

This guide will walk you through configuring Salesforce integration using Connected Apps.

Overview

Prerequisites

  1. A Salesforce account (you can get a free developer account at https://developer.salesforce.com/)
  2. System Administrator permissions in Salesforce

Step 1: Enable Connected App Creation

Before creating a Connected App, you need to enable this feature in your Salesforce settings:

  1. Log in to your Salesforce account
  2. Click the Setup gear icon in the top right
  3. In the Quick Find box, search for "App Manager"
  4. Navigate to Setup > Apps > App Manager > External Client Apps > Settings
  5. Turn on Allow creation of connected apps, if it's off

Note: See Salesforce Documentation on Connected Apps for more details.

Step 2: Create a Connected App

  1. In the App Manager > External Client Apps > Settings, click the New Connected App button

  2. Fill in the Basic Information:

    • Connected App Name: Choose a descriptive name (e.g., "YourCompany Integration")
    • API Name: Auto-populated based on the name
    • Contact Email: Your email address

  3. Configure API (Enable OAuth Settings):

    • Check Enable OAuth Settings
    • Callback URL: Enter https://api.integration.app/oauth-callback
    • Use digital signatures: Leave unchecked

  4. Select OAuth Scopes:

    Add the following scopes (use the arrow to move them to "Selected OAuth Scopes"):

    • Full access (full) - For comprehensive API access
    • Perform requests at any time (refresh_token, offline_access) - For persistent access
    • Access the identity URL service (id, profile, email, address, phone) - For user identification
    • Manage user data via APIs (api) - For standard API operations

  5. Click Save

  6. Click Continue on the confirmation page

Step 3: Retrieve OAuth Credentials

After creating the Connected App, you need to get your OAuth credentials:

  1. Click Manage Consumer Details button
  2. You may need to verify your identity via email or authenticator
  3. Copy the following values:
    • Consumer Key (this is your Client ID)
    • Consumer Secret (this is your Client Secret)

Important: Keep these credentials secure. Do not share them publicly or commit them to version control.

Step 4: Configure Integration in Membrane

  1. Log in to the Membrane console at https://console.integration.app/

  2. Navigate to Apps > Integrations

  3. Find and select Salesforce from the list

  4. Enter your OAuth credentials in the Parameters section:

    • Client Id: Paste the Consumer Key from Step 3
    • Client Secret: Paste the Consumer Secret from Step 3

  5. Click Save

Useful resources

Connected Apps

General OAuth and API Resources