Grant access to Salesforce SFDC

In order to enable users to sync the contacts and companies they own in Salesforce to Ren, 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.

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: 

• External Client App Name: Ren
• API Name: ren
• Contact Email: support@rensystems.com
• 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:

• 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.

Information Ren requires

Ren will need the following information from the admin:

• Login URL
• Consumer Key
• Consumer Secret

You can get to this information via OAuth settings → App Settings → Consumer Key and Secret.