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Log in to your SalesForce account as an admin user and follow the instructions below:


Setting Up Salesforce External Client App Sync

Setting Up Salesforce External Client App Sync

Step 1: Create an External Client App in Salesforce

  1. Log in to your Salesforce account as an administrator.

  2. Navigate to Setup (the gear icon) and use the Quick Find box to search for External Client App Manager.

  3. Click on the New External Client App button.

  4. Fill in the Basic Information:

    • External Client App Name: e.g., Daktela_Sync

    • API Name: This will auto-fill based on the name.

    • Contact Email: Enter your administrator's email address.

  5. In the API (Enable OAuth Settings) section:

    • Check the Enable OAuth checkbox.

    • Callback URL: Enter your Daktela instance URL (e.g., https://yourdomain.daktela.com/crm/callback). If you don't use a callback, enter a placeholder like https://login.salesforce.com/services/oauth2/callback, but ensure it's a secure https URL.

    • Selected OAuth Scopes: Ensure you add Manage user data via APIs (api).

  6. In the Flow Enrolment section:

    • Check Enable Client Credentials Flow.

    • A confirmation dialog will appear; click OK.

  7. Click Save.

Step 2: Configure OAuth Policies

  1. From the External Client App Manager, click the drop-down arrow next to your new app and select Policies.

  2. In the OAuth Policies section, click Edit.

  3. Under OAuth Flow and External App Enhancements:

    • Check Enable Client Credentials Flow.

    • In the Run As field, search for and select the Username of the Salesforce user who will perform the sync.

  4. Under App Authorization, ensure Refresh Token Policy is set to Refresh token is valid until revoked to avoid frequent re-authorizations.

  5. Click Save.

Step 3: Retrieve Consumer Credentials

  1. Go back to the Settings tab of your External Client App.

  2. Find the OAuth Settings section and click on Consumer Key and Secret.

  3. You will likely be prompted to Verify Your Identity via a code sent to your email.

  4. Once verified, copy the Consumer Key (this is your Client ID) and Consumer Secret.

Set up the Daktela Integration

Set up the Daktela Integration

Enter Your SalesForce Details Into Daktela

In Daktela, go to Manage → Integrations, click Configure under SalesForce, then fill out the individual fields:

Field

Description

CRM Database

Select into which CRM Database you want to synchronise your data.

Instance URI

Enter your SalesForce URL, e.g. https://yourname.my.salesforce.com/

If you are using SalesForce Lightning, temporarily switch to SalesForce Classic and enter its URL.

Client ID

Enter your Connected App Consumer Key that you generated in the second section of this walkthrough.

Client secret

Enter your Connected App Consumer Secret that you generated in the second section of this walkthrough.

Click Authorise.

Map Your CRM Fields

A list of your Daktela CRM fields will open. Select the SalesForce field you want to synchronise with each field in Daktela.

Click Activate.

Reset Your Security Token (deprecated – up to 31.25/32.16)

Reset Your Security Token (deprecated – up to 31.25/32.16)

If you have previously connected other apps and already have your Security Token, you don't need to reset it.  You can skip this part and use the one you already have. 

Click your user profile icon in the top right corner, then click Settings.

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In the menu on the left, click Reset My Security Token, then click the Reset Security Token button.

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Your Security Token will be sent to you by email. You will need to enter it into the Daktela integration.

Create a New Connected App (deprecated – up to 31.25/32.16)

Create a New Connected App (deprecated – up to 31.25/32.16)

Click the Settings icon in the top right corner, then click Setup.

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In the menu on the left, scroll down to Platform Tools, open Apps and click App Manager:

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Click New Connected App:

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Under Basic Information, fill out:

Connected App Name: type any name.

API Name: will be filled out automatically, you don't need to change the name.

Contact Email: enter any email address.

You can leave the other fields blank.

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Under API:

Enable OAuth Settings: check the box.

Callback URL: enter any URL (e.g. https://yourinstance.daktela.com).

Selected OAuth Scopes: select Access and manage your data (api) and click the Add button to move it into the Selected field.

Don't change any of the other settings.

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Save the app using the button at the top of the form. The App details will open.

You will need to enter the Consumer Key and Consumer Secret into the Daktela integration.

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