---
title: "SaaSify to Salesforce Configuration using External Client App"
slug: "saasify-to-salesforce-configuration-using-external-client-app"
updated: 2025-09-24T13:42:12Z
published: 2025-09-24T13:42:12Z
canonical: "docs.saasify.ai/saasify-to-salesforce-configuration-using-external-client-app"
---

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

# SaaSify to Salesforce Configuration using External Client App

### **In this Article**

- [Create a working External Client App](https://docs.saasify.ai/v1/docs/saasify-d365-integration-setup#dynamics-365-integration-in-saasify-setup)
- [Steps to Capture Domain URL](https://docs.saasify.ai/v1/docs/saasify-d365-integration-setup#managing-file-configuration-in-power-platform-admin-center)

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** **:** h[ttps://api.saasify.ai](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]
> 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.