SmartSYNC: Connecting SalesForce

SmartSYNC: Connecting SalesForce

Salesforce provide very robust API services to allow SmartSYNC to work with data held within their systems. Within SmartSYNC you can create a new app connection to Salesforce but require a couple of settings to allow this connection. Instructions below take you through the required steps to enable this.

Create a new app

As a Salesforce administrator, create a new connected app to allow SmartSYNC access. Within Setup > App Manager click the 'New Connected App' button. On the page that then appears you will need to enter:
  1. Basic Information:
    1. Connected App Name: SmartSYNC
    2. API Name: SmartSYNC
    3. Contact Email: Your email address
  2. API (Enable OAuth Settings):
    1. Check the 'Enable OAuth Settings' option
    2. In 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. Check 'Required Secret for Web Server Flow'
    5. Check 'Require Secret for Refresh Token Flow'
All other options should be left blank and the app created. You will need the Consumer Key and Secret which should now be displayed - if it is not please click '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.



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