SaaSify to Salesforce configuration

  • Updated on Sep 9, 2025
  • Published on Feb 22, 2024
  • 2 minute(s) read
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SaaSify PSM will provide the following information:

  1. Callback URL

Note: Ensure you have the above details provided by the PSM.

Now we need to make sure that SaaSify is configured properly to communicate with Salesforce. For this, we need to create a Connected App in Salesforce and update the same in SaaSify application.

Create a Connected App

A Salesforce Connected App is required for the SaaSify application to communicate with Salesforce. Following are the steps to create a Connected App in Salesforce: 

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

  2. Search for App under Quick Find and under Apps expand External Client Apps

  3. Under External Client Apps click on Settings

  4. Enable Allow creation of connected apps

  5. Click on New Connected App 

  6. Create a new Connected App for SaaSify by filling out the form as shown below: 

    1. Provide the Connected App name 

    2. Contact Email 

    3. Make sure Enable OAuth Settings is checked 

    4. Provide a Callback URL (As this is a mandatory field, please update the Callback URL to https://api.saasify.ai/ OR you can use your Company URL. This is provided by SaaSify PSM)

    5. Add “Full access” from the Available OAuth Scopes 

  7. Enable Require Secret for Web Server Flow and Require Secret for Refresh Token Flow. 

  8. Enable Client Credentials Flow (Only if you are choosing the client credentials option in SaaSify for Salesforce configuration).

  9. Click on Save and then click on Continue.

Note: It takes up to 10 minutes for the changes to take effect.

Configure user for Client Credentials Flow

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 Manage Connected Apps.

  3. Click Edit next to the SaaSify connected app.

  4. Under Client Credentials Flow, enter the email ID of the integration user in the Run As field and click the search icon.

  5. Select All Fields and then click Go.

  6. Choose the corresponding user from the results and click Save.

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.

Steps to capture Connected App details from Salesforce

Follow the below steps to capture the Connected App details from Salesforce:

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

  2. Search for App Manager under Quick Find and click on it

  3. Search for the newly created Connected App and click on View from the drop-down

  4. Under API (Enable OAuth Settings) click on Manage Consumer Details

  5. Copy the Consumer Key (Client ID) and Consumer Secret (Client Secret)