> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caylex.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> How to create OAuth credentials for Salesforce.

Salesforce supports OAuth 2.0 via either **External Client Apps** (newer) or **Connected Apps** (traditional). Both approaches generate a Client ID (Consumer Key) and Client Secret (Consumer Secret).

## Option A: External Client Apps (Default for New Orgs)

1. **Log in to Salesforce Setup**
   * Click the gear icon → **Setup**
   * In Quick Find, search for **App Manager** and click it

2. **Create an External Client App**
   * Click **New External Client App** in the top-right corner
   * Fill in:
     * **App Name**: e.g., `My Integration`
     * **API Name**: auto-fills
     * **Contact Email**: your email
     * **Distribution State**: keep as Local

3. **Enable OAuth Settings**
   * Expand **OAuth Settings** and check **Enable OAuth**
   * Add your **Callback URL** (redirect URI)
   * Select OAuth Scopes:
     * `full` — Full access
     * `api` — Access and manage your data
     * `refresh_token, offline_access` — Perform requests at any time
     * `openid` — (Optional) For ID tokens
   * In Security: keep **Require Secret for Web Server Flow** checked, uncheck **Require PKCE** if not needed

4. **Get Credentials**
   * After saving, find the **Client ID (Consumer Key)** and **Client Secret (Consumer Secret)** in Settings → OAuth Settings → Consumer Key and Secret page

## Option B: Connected Apps (Traditional)

1. **Enable Connected Apps Creation**
   * In Quick Find, search **External Client App Settings**
   * Enable **Allow creation of Connected Apps**

2. **Create a Connected App**
   * Click **New Connected App**
   * Fill in: Connected App Name, Contact Email
   * Expand **API (Enable OAuth Settings)** → check **Enable OAuth**
   * Add Callback URL, select scopes
   * Under OAuth Policies: enable Web Server Flow and Refresh Token Flow
   * Save (Salesforce may take \~10 minutes to provision)

3. **Get Credentials**
   * Go to **App Manager** → find your app → click dropdown → **View**
   * Click **Manage Consumer Details** (may require identity verification)
   * Copy **Consumer Key** (Client ID) and **Consumer Secret**

## Key Details

* **Developer Signup**: [https://developer.salesforce.com/signup](https://developer.salesforce.com/signup)
* **Auth Type**: OAuth 2.0 (Authorization Code / Web Server flow)
* **Common Scopes**: `full`, `api`, `refresh_token`, `offline_access`, `openid`, `id`, `profile`, `email`, `chatter_api`, `web`
* **Auth Endpoints**:
  * Production: `https://login.salesforce.com/services/oauth2/authorize`
  * Sandbox: `https://test.salesforce.com/services/oauth2/authorize`
* **Token Endpoint**: `https://login.salesforce.com/services/oauth2/token`
* **Base API URL**: `https://{your-instance}.salesforce.com/services/data/v{version}/`
* **Note**: Your Salesforce subdomain can be found in Setup → My Domain