Salesforce Integration

Go to Setup

Navigate to your Salesforce Setup menu.

Navigate to External Client Apps

Go to Apps → External Client Apps → External Client App Manager.

Select New External Client App

Click the button to create a new External Client App.

Fill Out Basic Information

Check Enable OAuth and name the New External Client App "Milemarker".

Set the Callback URL

For the Callback URL, use your ETL tool's redirect URL (Example: https://my.salesforce.com).

Select OAuth Scopes

At minimum, select the following scopes:

• Manage user data via APIs (api)
• Perform requests at any time (Refresh_token, offline_access)
• Full access (full)

Enable Client Credentials Flow

Under Flow Enablement, select "Enable Client Credentials Flow".

Configure Security Settings

Under Security, uncheck "PKCE extension for Supported Authorization Flows" (keep the others that are checked, checked).

Save the App

Click Save/Create. It may take a few minutes for the app to be ready.

Share Credentials Securely

Share the Consumer Key & Consumer Secret through the secure portal Password Link and send to connect@milemarker.co.

Edit Your New App

Go into your New External Client App and select Edit.

Edit Policies

From your New External Client App details page, click Edit Policies.

Set Run As User

Under OAuth Flows and External Client App Enhancements, for Run As, select the user created for Milemarker. Make sure the Enable Client Credentials Flow box is checked.

Save

Click Save to complete the configuration.