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Salesforce OAuth

Access a user's Salesforce CRM records

Setup Guide

You can find your Salesforce account credentials by visiting your Salesforce App Setup dashboard.

Note: You'll need a Salesforce account with REST API access for this OAuth trigger to work properly.

You'll need the following information to set up your Salesforce App with Paragon:

  • App Name

  • Consumer Key

  • Consumer Secret

  • Scopes Requested

1. Add the Redirect URL to your Salesforce app

Paragon provides a redirect URL to send information to your app. To add the redirect URL to your Salesforce app:

1. Copy the link under "Redirect URL" in Paragon.

2. Log in to your Salesforce dashboard.

3. Navigate to gear icon at the top of the page and click Setup.

4. In the left-hand sidebar, go to Platform Tools > Apps > App Manager.

Note: You must have the proper admin permissions on your Salesforce account to access the App Manager. If you don't, please speak to your admin.

5. Click on the registered application you'd like to use. If you don't already have one, click New Connected App.

Note: You'll have to create a new connected app if you don't already have one.

6. Under API (Enable OAuth Settings), mark the "Enable OAuth Settings" checkbox.

7. Under Callback URL, paste-in the redirect URL from Paragon.

8. Select any scopes you'd like to use in your application.

9. Press the Save button at the bottom of the page.

Salesforce provides your Consumer Key and Consumer Secret needed for the next step once you register your application.

2. Add your Salesforce app to Paragon

  1. Click the "Trigger" step in the workflow canvas, and choose OAuth from the sidebar.

  2. Under Connect an OAuth-enabled app, choose "Add a new OAuth-enabled app" and select "Salesforce".

3. Input your credentials

Fill out your credentials from Step 1 in their respective sections:

  • App Name: Chosen name for your application.

  • Consumer Key: Found under Manage Connected Apps > API (Enable OAuth Settings) > Consumer Key on your Salesforce App page.

  • Consumer Secret: Found under Manage Connected Apps > API (Enable OAuth Settings) > Consumer Secret on your Salesforce App page.

  • Scopes Requested: A space-separated list of OAuth scopes. A complete list of Salesforce's scopes is here.

Press the green "Connect" button to save your credentials.

OAuth-enabled Actions

Ready to use your OAuth-enabled app in your workflow? Check out our OAuth-enabled action documentation here to get started!

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