Integrations & Actions

To enable authentication with Salesforce via Mavenoid, you'll need to create a Connected App configured for the OAuth 2.0 Client Credentials Flow.

1. Create the Connected App

   1. In Salesforce, navigate to Setup → Apps → App Manager. Click New Connected App, then choose Create a Connected App.

   2. Fill in the required basic information (e.g., app name, email).

   3. Under API (Enable OAuth Settings), check the box to enable OAuth and configure the following:

      • Callback URL:
        https://app.mavenoid.com/integrations/salesforce/oauth

      • Selected OAuth Scopes:

        • Manage user data via APIs (API)

        • Perform requests at any time (refresh_token, offline_access)

      • Check the box to Enable Client Credentials Flow.

2. Update OAuth Policies
   In the OAuth Policies section, apply the following settings:

   • Permitted Users: All users may self-authorize

   • IP Relaxation: Relax IP Restrictions

   • Refresh Token Policy: Refresh token is valid until revoked