Salesforce Integration

This guide provides step-by-step instructions for integrating Salesforce with Genfin. Genfin integrates with Salesforce via an External Client App. It is read-only and designed to enrich the data in Genfin with Salesforce knowledge.

Let's walk through the setup.

Instructions

1. Create the Connected App

In Salesforce, go to Setup → App Manager → New Connected App → New External Client App

• Connected App Name: Genfin
• API Name: Genfin_Sync
• Contact Email: Your admin's email
• Enable OAuth Settings: Yes.
• Callback URL: https://api.genfin.ai/webhooks/salesforce/callback
• Selected OAuth Scopes: Manage user data via APIs (api) , Perform requests at any time (refresh_token, offline_access)
• Enable Client Credentials Flow: Yes

Save. Salesforce displays a warning that the app may take 2–10 minutes to propagate.

2. Configure the Run-As User

Client Credentials Flow needs a designated user whose permissions the API calls run as. In the newly created Connected App:

1. Click Manage → Edit Policies
2. Under Client Credentials Flow, set Run As to a dedicated integration user (recommended: a Salesforce license user named "Genfin Integration" with Read access to the Contact object)
3. Save

This user must have at minimum Read  on Contact  and any custom fields the customer wants synced.

3. Retrieve Credentials

1. Back in the Connected App detail page, click Manage Consumer Details
2. Salesforce requires re-authentication for this step
3. Copy the Consumer Key (this is client_id )
4. Copy the Consumer Secret (this is client_secret )

4. Note the Instance URL

The Salesforce REST endpoint is tied to the org's instance. The admin can find it at Setup → Company Information → My Domain URL — something like https://acme.my.salesforce.com . Required for the token endpoint and all subsequent API calls.

5. Enter Credentials in Genfin

In Genfin, navigate to Settings → Integrations → Salesforce → Connect and paste:

• Consumer Key
• Consumer Secret
• Instance URL (e.g., https://acme.my.salesforce.com )
• API Version (default v60.0 , can be overridden)

Genfin validates the credentials by attempting a token refresh before saving.