Overview

Pre-built tooling

Pre-built integrations

No pre-built integration yet (time to contribute: <48h)
Not seeing the integration you need? Build your own independently.

Access requirements

Pre-RequisitesStatusComment
Paid dev account✅ Not requiredFree, self-signup for a Salesforce Developer Edition.
Paid test account✅ Not requiredDeveloper Edition can be used for testing.
Partnership✅ Not required
App review✅ Not requiredOnly required for apps published on AppExchange.
Security audit✅ Not required

Prerequisites

Before setting up Sage People integration, you need to configure Salesforce OAuth which is managed via a Connected app as Sage People uses Salesforce credentials for authentication.

Salesforce Developer Account Setup

New Salesforce Users

If you don’t have a Salesforce account yet, follow these steps:
1

Sign up for Salesforce Developer Edition

  1. Go to Salesforce Developer Edition signup
  2. Fill in your details and create a free Developer Edition account
  3. Verify your email address
  4. Complete the account setup process
2

Enable Connected Apps

  1. Log in to your Salesforce Developer Edition account
  2. Navigate to Setup > Apps > External Client App Manager > Settings
  3. Toggle the button for Allow creation of connected apps
  4. Click Enable
    Connected Apps are disabled by default in new Salesforce organizations

Creating a Connected App

1

Configure Connected App settings

  1. Click New Connected App.
  2. Fill in the required basic information:
    • Connected App Name: Your app’s name
    • API Name: Will auto-populate
    • Contact Email: Your email address
  3. Check the Enable OAuth Settings checkbox.
  4. For Callback URL, enter: https://api.nango.dev/oauth/callback.
  5. Under Selected OAuth Scopes, add the permissions your app needs. At minimum, add:
    • “Access and manage your data (api)”
    • “Perform requests on your behalf at any time (refresh_token, offline_access)”
  6. Leave the rest of the default settings unchanged.
  7. Click Save, then Continue.
    Changes can take up to 10 minutes to take effect
2

Obtain API credentials

  1. After saving, you’ll be redirected to the Connected App detail page.
  2. You may need to wait a few minutes for the app to be fully created.
  3. Click Manage Consumer Details to view your credentials. You may be required to verify your identity.
  4. Copy the Consumer Key (this is your Client ID) and Consumer Secret (this is your Client Secret).
  5. You will need these credentials when configuring your integration in Nango.
3

Configure token settings (recommended)

  1. Under the Connected Apps dropdown, click Manage Connected Apps, then click the Edit button next to your application.
  2. Under OAuth Policies, set Refresh Token Policy to “Refresh token is valid until revoked” for long-lived access.
  3. Click Save.
4

Next

Follow the Quickstart.
Need help getting started? Get help in the community.
TopicLinks
GeneralSage People Website
Salesforce Website
Get a free Salesforce Developer Edition
Sage People help center home
DeveloperSage People API documentation
Sage People API Getting Started Guide
Create a Sage People API User
Obtain an Access Token
Sage People API Reference
Salesforce Authentication Documentation
Contribute useful links by editing this page

API gotchas

  • Salesforce Authentication: Sage People uses Salesforce authentication, so you must set up a Salesforce OAuth app first.
  • Sage People API User: After setting up the Salesforce Connected App, you need to create a new API user within Sage People with the necessary permission sets where we have the Sage People API package installed. This user will be used to authenticate with the Connected App you created above.
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Going further

Connect to Sage People

Guide to connect to Sage People using Connect UI