SmartSYNC: Connecting SalesForce

SmartSYNC: Connecting SalesForce

Salesforce provides robust API services to enable SmartSYNC to work with data stored within their systems. Within SmartSYNC, you can create a new app connection to Salesforce; however, you require a couple of settings to enable this connection. I've included instructions below that will help you through the steps needed to allow for this feature.

Create a new app

As a Salesforce administrator, create a new connected app to allow SmartSYNC access. Within Setup > Apps > App Manager, click the 'New Connected App' button. On the page that then appears, you will need to enter:
  1. From Setup, enter External Client Apps in the Quick Find box, then select Settings in the External Client App section.
  2. Turn on Allow creation of connected apps, if it's off.
  1. Click 'New Connected App' and continue.
  2. Basic Information:
    1. Connected App Name: SmartSYNC
    2. API Name: SmartSYNC
    3. Contact Email: Your email address
  3. API (Enable OAuth Settings):
    1. Check the 'Enable OAuth Settings' option
    2. In the Callback URL, enter the URL shown in SmartSYNC, i.e.

    3. Under Selected OAuth Scopes:
      1. Access Lightning applications (lightning)
      2. Access unique user identifiers (openid)
      3. Manage user data via APIs (api)
      4. Perform requests at any time (refresh_token, offline_access)
    4. Uncheck 'Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows'
    5. Check 'Required Secret for Web Server Flow'
    6. Check 'Require Secret for Refresh Token Flow'
All other options should be left blank, and the app should be created. You will need the Consumer Key and Secret, which should now be displayed. If it is not, find the app in the App manager list and click on the View option. Then, on the page that appears, click the 'Manage Consumer Details' button when viewing the app details:



The details shown will be used in SmartSYNC:
  1. Client ID: Enter your Consumer Key
  2. Client Secret: Enter your Consumer Secret
i.e.

Note: It can take a few minutes for these details to become active (usually around 10 minutes)

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