Salesforce

Integration template: salesforce

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Features

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Getting started

• Salesforce OAuth documentation (Step 7 contains the details of what Salesforce returns along with the token)
• Overview of OAuth scopes

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API gotchas

• Salesforce calls the client_id and client_secret the Consumer Key and Consumer Secret
• To enable offline data access with a refresh token, add the refresh_token (or its synonym, offline_access) scope. By default access tokens expire in ~2h (but customers can configure this value).
• If you encounter an error in your flow that says invalid_client_id make sure your (developer) User’s password does not contain any special characters (yes, really.)
• Nango automatically stores the instance_url (e.g. https://yourInstance.salesforce.com/) in the Connection metadata for you. You can easily retrieve this with the backend SDK or Connections API