SaaSify to Salesforce Configuration using External Client App

  • Updated on Sep 24, 2025
  • Published on Sep 24, 2025
  • 1 minute(s) read
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In this Article

This document provides the relevant field and configuration available in the External Client App Manager (ECAM) in Salesforce.

The External Client App (ECA) is Salesforce's next-generation version of the Connected App, intended for secure, centralized, and policy-driven integration. It's built to support enhanced OAuth flows, packaging, and stricter role separation.

Create a working External Client App

Follow the steps below to create a working External Client App using the Client Credentials OAuth flow: 

  1. Navigate to Setup (Gear icon) and select Setup from the drop down

  2. Search for External Client App Manager under the quick find → New External Client App

  3. Under Basic Information, fill in:

    • External Client App Name : SaaSify External App 

    • API Name: SaaSify_External_App 

    • Contact Email: salesforce@spektrasystems.com 

    • Distribution State: Select Local. 

  4. Under API (Enable OAuth Settings), Enable the Enable OAuth

  5. In App Settings, add:

    • Callback URL : https://api.saasify.ai 

    • OAuth Scopes : Defines what level of access is granted. Salesforce Recommend using Manage user data via APIs (api) Scope

  6. Under Flow Enablement, check Enable Client Credentials Flow

  7. Enable Authorization Code and Credentials Flow, Once enabled, you will see another option: Require user credentials in the POST body for Authorization Code and Credentials Flow → Enable this as well.

  8. Click Create 

  9. After creation, go to the new External Client App → Policies Tab 

    • Click on Edit button 

    • Under OAuth Flows and External Client App Enhancements, Enable the Enable Client Credentials Flow 

    • Add a Run As user (Integration User) who has all required permissions 

  10. Click Save 

  11. Go back to the Settings tab → OAuth Settings, then click Consumer Key and Secret to obtain the Client ID and Client Secret used for authentication in the next steps.

Steps to capture Domain URL

Follow the below steps to configure user for Client Credentials flow under Connected App:

Note:

This step is only applicable if you are choosing the Client Credentials option in SaaSify for Salesforce configuration.

  1. Navigate to Setup (Gear icon) and select Setup from the drop down

  2. Search for My domain in quick find.

  3. Copy the Current My Domain URL, as it will be required in the next steps.