Configure the Client App in Salesforce Tenant

The first step in setting up the Salesforce integration is to register your Salesforce Connected App credentials on the External APIs page in iService. This establishes the secure OAuth connection between iService and your Salesforce org.

Step 1: Create the External Client App

Before configuring the connection in iService, you must create an External Client App in Salesforce:

In Salesforce, go to Setup → App Manager → Manage External Client Apps → New External Client App.

Step 2: Fill in the Basic Information details

• Name: e.g., MyIntegrationApp

• API Name: auto‑generated

• Contact Email: your email address

Step 3: Update the  API (Enable OAuth Settings) values

•Check Enable OAuth Settings

•Add a Callback URL (use a placeholder such as https://login.salesforce.com/services/oauth2/token — required but not used for client credentials)

•Select OAuth scopes (e.g., Manage user data via APIs (api))

Then click the Create button to create the app.

Step 4: Enable Client Credentials Flow

After saving, the app will open in View Mode.

•Click the Edit button and go to the Policies tab.

•Expand the OAuth Policies section.

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

•Assign an Execution User:

oEnter the username of your Integration User (preferably a dedicated admin or service account).

Click Save

Step 5: Retrieve Client Credentials

Once saved, return to the app in View Mode.

•Go to the Settings tab and expand OAuth Settings.

•Under App Settings, click the button to reveal the Consumer Key and Consumer Secret.

Salesforce will prompt for OTP verification (sent to your registered email).

After verification, copy the Consumer Key and Consumer Secret and store them securely for use in your integration.

After you save your Salesforce integration credentials the Manage Salesforce Mappings page will be enabled for configuration. iService will only sync the account, contact, and interaction properties that are configured for sync in the mappings page. The record sync between systems will only process while the inbound or outbound sync process is enabled.

The Salesforce Sync process only runs when enabled. Every record tagged for the sync process is displayed in the Salesforce tab of the Server Process Management page.