Overview

This guide will walk you through how to create a Connected App in Salesforce and enter your OAuth credentials in Merge.

Instructions

Step 1: Create a Connected App in Salesforce

1. Log into Salesforce. Click the gear icon, and then click Setup from the drop-down menu.

   

2. Using the Quick Find search box, search Apps, and select App Manager.

   

3. Click New Connected App.

   

4. Enter a name for the app. Note that it must be unique within your organization.

Step 2: Enable OAuth settings

1. In the API (Enable OAuth Settings) area of the page, select Enable OAuth Settings.

2. Set the Callback URL to https://app.merge.dev/oauth/callback.

3. Complete the following fields:

   • Check the Enable OAuth Settings box.

   • Check the Require Secret for Web Server Flow box.

   • Check the Require Secret Refresh Token Flow box.

   • Add the three scopes below to the Select OAuth Scopes box:

     • Access unique user identifiers (openid)

     • Manage user data via APIs (api)

     • Perform requests at any time (refresh_token, offline_access)

   

4. Save the app. Back on the Manage Connected Apps screen, you should see a button for Manage Consumer Details.

   

5. On the Manage Connected Apps screen, find the app you created and click Edit.

   

6. Make sure Refresh Token Policy is set to Refresh token is valid until revoked.

   

Step 3: Add your Salesforce client credentials to Merge

1. Navigate to the Integrations page in the Merge dashboard and locate the Salesforce integration.

   

2. For each parameter, click Edit and enter the corresponding values:

   • OAuth Client Id: Consumer Key value from your Connected App

   • OAuth Client Secret: Consumer Secret value from your Connected App

   • OAuth Redirect URI: https://app.merge.dev/oauth/callback