July 12, 2025

Efficlose SalesForce integration setup

App Creation

Create new External SalesForce application using the following instruction:

  1. Login to your SalesForce account

  2. Click on Gear icon on the right top menu and select Setup menu item


  3. Go to Apps → External Client Apps → External Client App Manager and click on New External Client App


  4. Fill the Basic Information about new app:

    1. External Client App Name - Efficlose Sales Assistant (or any other name you prefer)

    2. API Name - will be filled automatically

    3. Contact Email - enter yours or your IT-admin email

    4. Fill other fields if needed.


  5. Enable OAuth Settings

    1. Select the Enable OAuth Settings checkbox

    2. In the Callback URL field, enter the following:

      • For a production environment, enter https://login.salesforce.com/services/oauth2/token.

      • For a sandbox environment, enter https://test.salesforce.com/services/oauth2/token.

    3. In the Selected OAuth Scopes section, select Manage user data via APIs (api).

    4. Clear the Required Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows checkbox.

    5. Select the Enable Client Credentials Flow, then click OK on the notice that appears.


Once you have configured the Connected App with the required configurations, click Save. You are redirected to the detail page of your newly created Connected App.

Once you have created the Connected App, you must also configure the client credentials flow by doing the following:

  1. Go to Go to Apps → External Client Apps → External Client App Manager and select your Created App.

  2. On the Connected App that you have created, click Edit.


  3. The App details page appears. In the OAuth Policies section, check Enable Client Credentials Flow and enter your username in the Run As field. You can use the finder tool in this field to ensure that you have selected the correct user.


  4. Click Save.

Required Salesforce information

Parameter Name

Description

myDomain

Your Domain in Salesforce.

clientId

Consumer Key of the Salesforce connected application.

clientSecret

OAuth Client Secret or Consumer Secret of the Salesforce connected application.

To obtain your myDomain, clientID, and clientSecret values, select one of the following options:


SalesForce Classic

Retrieve myDomain details

To find your myDomain, do the following:

  1. Sign in to the Salesforce platform.

  2. Click Setup.

  3. In the search bar, search for My Domain.

  4. In the search results, click Domain Management > My Domain.

In the My Domain Details section, your myDomain appears as the prefix in Current My Domain URL. For example, if the My Domain URL is example.my.salesforce.com, the myDomain value to use is example.


Retrieve ClientId and ClientSecret details

To find your ClientId and ClientSecret values, do the following:

  1. Sign in to the Salesforce platform.

  2. Click Setup.

  3. In the search bar, search for Apps.

  4. In the Build section in the search results, click Create > Apps.

  5. Click a Connected App Name.

  6. In the Connected Apps details page, click Manage Consumer Details.

  7. Verify your identity using one of the registered methods. You can view the consumer details page for up to five minutes before you're prompted to verify your identity again.

  8. In the Consumer Details page, the Consumer Key is your ClientId value. The Customer Secret is your ClientSecret value.


SalesForce Lightning Experience

Retrieve myDomain details

To find your myDomain, do the following:

  1. Sign in to the Salesforce platform.

  2. Click Setup.

  1. In the search bar, search for My Domain.

  2. In the search results, click Company Settings > My Domain.

In the My Domain Details section, your myDomain appears as the prefix in Current My Domain URL. For example, if the My Domain URL is example.my.salesforce.com, the myDomain value to use is example.


Retrieve ClientId and ClientSecret details

  1. Go to your app settings

  2. Click on Edit button

  3. Press on Consumer Key and Secret

     

  4. Verify your identity using one of the registered methods. You can view the consumer details page for up to five minutes before you're prompted to verify your identity again.

  5. In the Consumer Details page, the Consumer Key is your ClientId value. The Customer Secret is your ClientSecret value.

Fill-up connection details on Efficlose APP

In the final step, log into your Efficlose account and go to the Integration section.

Select the Salesforce application:

Fill in all the fields with the parameters from the previous steps:

Save and enjoy using Efficlose!