Salesforce Setup Guide

Find your Instance URL

Log into Salesforce and look at the URL in your browser's address bar. Your instance URL is the base domain — everything before the first path.

• Production: https://yourcompany.my.salesforce.com
• Sandbox: https://yourcompany--sandbox.my.salesforce.com

Copy this URL and paste it into the Instance URL field in Settings.

Create a Connected App

A Connected App is how Salesforce authorizes external services to access your data.

1. In Salesforce, click the gear icon (top-right) and select Setup
2. In the Quick Find search box, type App Manager and select it
3. Click New Connected App (top-right)
4. Fill in the basics:
   • Connected App Name: Let's Submit
   • API Name: auto-fills
   • Contact Email: your email address
5. Under API (Enable OAuth Settings), check Enable OAuth Settings
6. Set Callback URL to: https://login.salesforce.com/services/oauth2/callback
7. Under Selected OAuth Scopes, add: Manage user data via APIs (api)
8. Check Enable Client Credentials Flow
9. Click Save, then Continue

Assign a Run As user

The Client Credentials flow needs a user identity to run as. This determines the permissions used when creating records.

1. In App Manager, find your new app and click the dropdown arrow, then Manage
2. Click Edit Policies
3. Under Client Credentials Flow, select a Run As user (typically a System Administrator or Integration User)
4. Click Save

Get your Client ID and Client Secret

1. Go back to App Manager
2. Find your app and click the dropdown arrow, then View
3. Under API (Enable OAuth Settings):
   • Consumer Key = your Client ID
4. Click Manage Consumer Details and verify your identity
5. Consumer Secret = your Client Secret

Copy both values and paste them into the corresponding fields in Settings.