<aside> 🚨 Ren has a new and improved Help Center. This page will soon be deprecated.

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Summary

In order to enable Salesforce to Ren integration, Salesforce Administrators need to create a new External Client App registration in their Salesforce tenant and provide the required information to Ren to set up the connection.

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If you have questions, don’t hesitate to reach out to [email protected]

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Guide to Set Up Salesforce OAuth for Ren

To create a connection to your Salesforce tenant, navigate to Setup → Apps → External Client Apps -> External Client App Manager. Once there click on New External Client App.

Details about Ren

The admin will set up a new registration with these details:

• Basic Information
  • External Client App Name: Ren
  • API Name: ren
  • Contact Email: [email protected]
  • Distribution State: Local
  • Info URL: https://rensystems.com
  • Icon URL: https://app.rensystems.com/images/ios-icon-512.png
  • Logo Image URL: https://app.rensystems.com/images/ios-icon-512.png
  • Description: Sync Salesforce contacts to Ren

Salesforce OAuth Config

• API (Enable OAuth Settings)

  • App settings
    • Callback URL: https://app.rensystems.com/api/salesforce/auth_callback
    • OAuth Scopes:
      • Access the identity URL service (id, profile, email, address, phone)
      • Manage user data via APIs (api)
      • Perform requests at any time (refresh_token, offline_access)

  

  • Flow Enablement
    • Enable Authorization Code and Credentials Flow → ☑️
  • Security

    • Require secret for Web Server Flow → ☑️

    • Require secret for Refresh Token Flow → ☑️

    • Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows → ☑️

      

Once the app is configured, click on Create. After that, set the following things:

• App Policies
  • Start Page → None
  • Select Profiles → select user profiles that will use Ren (e.g., Sales)

• OAuth Policies

  • Plugin policies
    • Permitted Users → Admin approved users are pre-authorized

  

  • App Authorization
    • Refresh Token Policy → Refresh token is valid until revoked

Click Save once done.