Salesforce External Client App Setup

To connect QuickFlo to your Salesforce instance, you need to create an External Client App in Salesforce. This app provides the Consumer Key and Consumer Secret that QuickFlo uses to authenticate via OAuth.

Note

This guide covers the newer External Client App approach. If you previously used Connected Apps, External Client Apps are the modern replacement recommended by Salesforce.

Prerequisites

• Salesforce administrator access
• Your Salesforce instance URL (e.g., https://mycompany.my.salesforce.com)

Create the External Client App

1. Navigate to Setup

   Log in to Salesforce and go to Setup (gear icon in the top right).

2. Find External Client App Manager

   In the Quick Find box, search for “External Client App Manager” and click it.

3. Create a New External Client App

   Click New External Client App. Fill in:

   • External Client App Name: QuickFlo
   • Contact Email: Your admin email address
   • Description: QuickFlo workflow automation integration

4. Enable OAuth Settings

   Under API (Enable OAuth Settings), check Enable OAuth and configure:

   Callback URL:

   https://go.quickflo.app/api/connections/oauth/salesforce/callback

   Selected OAuth Scopes — move the following from Available to Selected:

   • Manage user data via APIs (api)
   • Perform requests at any time (refresh_token, offline_access)
   • Access the identity URL service (id, profile, email, address, phone)
   

5. Configure Flow Enablement and Security

   Scroll down to configure the authorization flow and security options:

   Flow Enablement:

   • Check Enable Authorization Code and Credentials Flow

   Security:

   • Check Require secret for Web Server Flow
   • Check Require secret for Refresh Token Flow
   • Check Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows
   

6. Save the External Client App

   Click Create. Salesforce may take a few minutes to create the app.

7. Retrieve Consumer Key and Consumer Secret

   After saving, go to the app detail page:

   • Find the Consumer Key (also called Client ID)
   • Click Manage Consumer Details to reveal the Consumer Secret
   • You may need to verify your identity via an email code
   

Connect in QuickFlo

1. In QuickFlo, navigate to Connections and click New Connection

2. Select Salesforce

3. Enter the following fields:

   

   Field	Value
   Consumer Key	The Consumer Key from your External Client App
   Consumer Secret	The Consumer Secret from your External Client App
   Instance URL	Your Salesforce org URL (e.g., https://mycompany.my.salesforce.com)
   API Version	Leave as v59.0 unless you need a specific version

4. Click Connect to start the OAuth flow

5. You’ll be redirected to Salesforce to authorize access

6. After authorization, you’ll be returned to QuickFlo with an active connection

Sandbox Environments

For Salesforce sandbox orgs, use the sandbox login URL as your Instance URL:

https://mycompany--sandbox.sandbox.my.salesforce.com

Or the generic sandbox URL:

https://test.salesforce.com

Tip

QuickFlo uses your Instance URL to dynamically build the OAuth authorization and token endpoints, so make sure it matches the exact URL you use to log in to your Salesforce org.

Troubleshooting

”redirect_uri_mismatch” Error

Ensure the Callback URL in your External Client App exactly matches:

https://go.quickflo.app/api/connections/oauth/salesforce/callback

“invalid_client” Error

Double-check that you copied the Consumer Key and Consumer Secret correctly. The Consumer Secret is only shown once when you click Manage Consumer Details.

Connection Works But API Calls Fail

Verify that the OAuth Scopes include Manage user data via APIs (api). Without this scope, the access token won’t have permission to make REST API calls.

Token Refresh Issues

Make sure the Perform requests at any time (refresh_token, offline_access) scope is included. QuickFlo uses refresh tokens to maintain long-lived connections without requiring you to re-authorize.