APIs & Integrations
Salesforce
APIs & Integrations
Salesforce
Overview
Pre-built tooling
Pre-built integrations
Not seeing the integration you need? Build your own independently.
Access requirements
| Pre-Requisites | Status | Comment |
|---|---|---|
| Paid dev account | ✅ Not required | Free, self-signup for a Salesforce Developer Edition. |
| Paid test account | ✅ Not required | Developer Edition can be used for testing. |
| Partnership | ✅ Not required | |
| App review | ✅ Not required | Only required for apps published on AppExchange. |
| Security audit | ✅ Not required |
Setup guide
1
Create a Salesforce Developer account
Go to Salesforce Developer Edition signup page and create a free account.
2
Create a Connected App
- Log in to your Salesforce account.
- Navigate to Setup (gear icon in the top right) > Open Advanced Setup.
- Under PLATFORM TOOLS, click on the Apps dropdown then App Manager.
- Click New Connected App in the top right, select Create a Connected App, then click Continue to proceed.
3
Configure Connected App settings
- Fill in the required basic information:
- Connected App Name: Your app’s name
- API Name: Will auto-populate
- Contact Email: Your email address
- Check the Enable OAuth Settings checkbox.
- For Callback URL, enter:
https://api.nango.dev/oauth/callback. - 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)”
- Check Require Secret for Web Server Flow.
- Click Save, then Continue.
Changes can take up to 10 minutes to take effect
4
Obtain API credentials
- After saving, you’ll be redirected to the Connected App detail page.
- You may need to wait a few minutes for the app to be fully created.
- Click Manage Consumer Details to view your credentials. You may be required to verify your identity.
- Copy the Consumer Key (this is your Client ID) and Consumer Secret (this is your Client Secret).
- You will need these credentials when configuring your integration in Nango.
5
Configure token settings (recommended)
- Under the Connected Apps dropdown, click Manage Connected Apps, then click the Edit button next to your application.
- Under OAuth Policies, set Refresh Token Policy to “Refresh token is valid until revoked” for long-lived access.
- Click Save.
6
Next
Follow the Quickstart.
Need help getting started? Get help in the community.
Useful links
Contribute useful links by editing this page
Common Scopes
| Scope | Description |
|---|---|
| api | Access and manage your data |
| refresh_token, offline_access | Perform requests on your behalf at any time |
| chatter_api | Access Chatter API |
| custom_permissions | Access custom permissions |
| wave_api | Access Analytics REST API |
| eclair_api | Access Einstein Analytics API |
| pardot_api | Access Pardot services |
| lightning | Access Lightning applications |
API gotchas
- If you or your end-user are authorizing a Salesforce sandbox account, you must use the
salesforce-sandboxintegration in Nango. Your Salesforce Developer Edition account is not a Salesforce sandbox! Use it with the regularsalesforceconnector. - Salesforce calls the
client_idandclient_secretasConsumer KeyandConsumer 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). Also, check the “Introspect All Tokens” checkbox in your OAuth app settings on the Salesforce developer portal (Salesforce doesn’t share the expiration date of access tokens. Instead, Nango needs to call the Salesforce API to check if access tokens are valid.) - 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.)
Contribute API gotchas by editing this page