Creating an External Client App
Create an External Client App in your Salesforce org to get the OAuth credentials for your Connector Profile.
1
Start a new External Client App
Sign in to your Salesforce account. In Setup ⚙️, go to Platform Tools > Apps > App Manager and click New External Client App.
- Use a production org, Developer Edition or trial org. Sandbox orgs can’t connect yet, because sign-in always goes through login.salesforce.com.
2
Enter the app details
Under Basic Information, enter:
- External Client App Name: StackOne Integration (or your preferred name)
- API Name: Will auto-populate based on the app name
- Contact Email: Your admin email address
- Leave Distribution State set to Local.
3
Enable OAuth and set the callback URL
Under API (Enable OAuth Settings), check Enable OAuth.
- In Callback URL, enter the Callback URL from your Connector Profile.
4
Select OAuth Scopes
Enables actions: Abort Bulk Ingest Job, Abort Bulk Query Job, Activate Contract, Activate Order, Add Campaign Member, Add Group Member, Assign Permission Set, Assign Resource To Appointment, Assign Topic To Record, Complete Task, Create Account, Create Account Contact Role, Create Asset, Create Attachment, Create Bulk Ingest Job, Create Bulk Query Job, Create Campaign Member, Create Case, Create Case Comment, Create Contact, Create Contract, Create Email Message, Create Entitlement, Create Event, Create Feed Comment, Create Feed Item, Create Individual, Create Lead, Create Location, Create Note, Create Opportunity, Create Opportunity Contact Role, Create Opportunity Line Item, Create Order, Create Order Item, Create Partner, Create Pricebook, Create Pricebook Entry, Create Product, Create Records Collection, Create Return Order, Create Service Appointment, Create Service Contract, Create Service Resource, Create Solution, Create Task, Create Topic, Create Work Order, Create Work Order Line Item, Delete Account, Delete Account Contact Role, Delete Asset, Delete Attachment, Delete Bulk Ingest Job, Delete Bulk Query Job, Delete Campaign Member, Delete Case, Delete Case Comment, Delete Contact, Delete Content Document, Delete Content Document Link, Delete Contract, Delete Document, Delete Email Message, Delete Entitlement, Delete Event, Delete Feed Comment, Delete Feed Element, Delete Feed Item, Delete Individual, Delete Lead, Delete Location, Delete Note, Delete Opportunity, Delete Opportunity Contact Role, Delete Opportunity Line Item, Delete Order, Delete Order Item, Delete Partner, Delete Pricebook, Delete Pricebook Entry, Delete Product, Delete Records Collection, Delete Return Order, Delete Service Contract, Delete Solution, Delete Task, Delete Topic, Delete Work Order, Describe Dashboard, Describe Global, Describe Quick Action, Describe SObject, Download Attachment, Download Content Version, Download Document, Execute Composite Batch, Execute Composite Graph, Execute Composite Request, Execute SOQL Query, Execute SOSL Search, Get API Limits, Get API Versions, Get Account, Get Account History, Get Activity History, Get Approval Layout, Get Approval Processes, Get Asset, Get Asset Hierarchy, Get Attachment, Get Bulk Ingest Job, Get Bulk Job Failed Results, Get Bulk Job Successful Results, Get Bulk Job Unprocessed Records, Get Bulk Query Job, Get Bulk Query Results, Get Business Hours, Get Campaign, Get Campaign Member, Get Campaign Statistics, Get Case, Get Case Comment, Get Case History, Get Compact Layouts, Get Contact, Get Contact History, Get Content Note, Get Content Version, Get Contract, Get Contract History, Get Current User, Get Dashboard, Get Dashboard Status, Get Default Business Hours, Get Document, Get Email Message, Get Email Template, Get Emails For Record, Get Entitlement, Get Event, Get Events For Contact, Get Feed Element, Get Feed Item, Get Folder, Get Forecast By Category, Get Global Picklist Values, Get Group, Get Group Member, Get Holiday, Get Individual, Get Knowledge Article, Get Lead, Get Lead History, Get Location, Get Milestone, Get My Events, Get My Tasks, Get Note, Get Open Activities, Get Opportunity, Get Opportunity Field History, Get Opportunity Forecast Category, Get Opportunity History, Get Opportunity Line Item, Get Opportunity Products Summary, Get Order, Get Order Item, Get Orders For Account, Get Organization Info, Get Overdue Tasks, Get Page Layouts, Get Partner, Get Pipeline By Stage, Get Pricebook, Get Pricebook Entry, Get Product, Get Product Pricing, Get Profile, Get Queue Supported Objects, Get Recent Activities, Get Recently Viewed Records, Get Record Type, Get Record Type By Name, Get Report Metadata, Get Return Order, Get Role Hierarchy, Get Service Appointment, Get Service Contract, Get Service Resource, Get Service Territory, Get Solution, Get Standard Pricebook, Get Tabs, Get Task, Get Tasks Due Today, Get Tasks For Contact, Get Themes, Get Topic, Get Topics For Record, Get Unified Credentials, Get Unified Group, Get Unified Organization, Get Unified Role, Get Unified User, Get Upcoming Events, Get User, Get User Permissions, Get User Role, Get Users In Group, Get Work Order, Like Feed Element, Link Solution To Case, List Account Contact Roles, List Accounts, List Active Opportunity Stages, List All Groups, List Apex Invocable Actions, List Assets, List Assigned Resources, List Attachments, List Authorization Form Consents, List Bulk Ingest Jobs, List Bulk Query Jobs, List Business Hours, List Campaign Member Statuses, List Campaign Members, List Campaigns, List Case Comments, List Case Milestones, List Case Solutions, List Case Statuses, List Cases, List Chatter Groups, List Contact Point Consents, List Contacts, List Content Documents, List Content Versions, List Contract Statuses, List Contracts, List Custom Invocable Actions, List Dashboards, List Data Category Groups, List Documents, List Email Message Relations, List Email Messages, List Email Templates, List Entitlement Processes, List Entitlements, List Events, List Feed Comments, List Feed Items, List Flow Actions, List Folders, List Global Quick Actions, List Group Members, List Holidays, List Individuals, List Knowledge Articles, List Lead Statuses, List Leads, List Locations, List Milestones, List Notes, List Opportunities, List Opportunity Contact Roles, List Opportunity Line Items, List Opportunity Stages, List Order Items, List Order Statuses, List Orders, List Org Wide Email Addresses, List Partners, List Pending Approval Work Items, List Periods, List Permission Sets, List Pricebook Entries, List Pricebooks, List Process Instance Steps, List Process Instances, List Products, List Profiles, List Public Case Comments, List Public Groups, List Queues, List Record Types, List Report Instances, List Reports, List Return Order Line Items, List Return Orders, List SObjects, List Service Appointments, List Service Contracts, List Service Resources, List Service Territories, List Setup Audit Trail, List Solution Statuses, List Solutions, List Task Statuses, List Tasks, List Topic Assignments, List Topics, List Unified Groups, List Unified Organizations, List Unified Roles, List Unified Users, List User Licenses, List User Roles, List Users, List Users By Profile, List Users By Role, List Work Order Line Items, List Work Order Statuses, List Work Orders, Parameterized Search, Post Comment, Post Feed Element, Recall Approval Request, Refresh Dashboard, Remove Group Member, Remove Permission Set, Remove Topic From Record, Run Report Asynchronously, Run Report Synchronously, Schedule Meeting, Search Accounts, Search Assets, Search Campaign Members, Search Campaigns, Search Cases, Search Contacts, Search Contracts, Search Knowledge Articles, Search Leads, Search Locations, Search Opportunities, Search Orders, Search Pricebook Entries, Search Solutions, Search Suggest Records, Search Topics, Search Users, Search Work Orders, Send Email, Transfer Record Ownership, Unlink Solution From Case, Update Account, Update Account Contact Role, Update Asset, Update Campaign Member, Update Case, Update Case Comment, Update Contact, Update Contract, Update Entitlement, Update Event, Update Individual, Update Lead, Update Location, Update Note, Update Opportunity, Update Opportunity Contact Role, Update Opportunity Forecast Category, Update Opportunity Line Item, Update Order, Update Order Item, Update Pricebook, Update Pricebook Entry, Update Product, Update Records Collection, Update Return Order, Update Service Appointment, Update Service Contract, Update Service Resource, Update Solution, Update Task, Update Topic, Update User, Update Work Order, Upload Bulk Job Data
Under Selected OAuth Scopes, add each scope listed.
- Always add Perform requests at any time (refresh_token, offline_access), so the connection stays signed in.
5
Set the security options
In the Security section, make sure the following are checked.
- Require secret for Web Server Flow
- Require secret for Refresh Token Flow
- Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows
- Enable Refresh Token Rotation
6
Create the app
Click Create at the bottom of the page. It may take up to 10-20 minutes for the app to become active.
7
Check who can connect
On the app’s page, under Policies, click Edit.
- Under OAuth Policies, set Permitted Users to All users may self-authorize, then click Save.
8
Copy the Consumer Key and Secret
On the app’s page, go to Settings > OAuth Settings and click Consumer Key and Secret.
- You may be prompted to verify your identity via email or authenticator
- Copy the Consumer Key and Consumer Secret into your Connector Profile.
Create the StackOne Connector Profile
1
Create a Connector Profile
Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.
2
Link an Account
Once the Connector Profile is created, continue to link an account.