How to Connect Salesforce to Graphed

Prerequisites

• Salesforce admin access (Setup permissions)
• Your Salesforce domain (e.g., X.salesforce.com or your-domain.my.salesforce.com)
• The following Graphed values:
• Callback URL: https://api.graphed.com/integrations/salesforce/redirect
• Contact email: support@graphed.com
• External Client App Name: Graphed
• API Name: Graphed

Create the Connected App

1. In Salesforce, go to Setup → App Manager.
2. Click New Connected App.
3. Fill out Basic Information:
• Connected App Name: Graphed
• API Name: Graphed (auto-fills; override if different)
• Contact Email: support@graphed.com
4. Check Enable OAuth Settings.
5. Set Callback URL(s): https://api.graphed.com/integrations/salesforce/redirect
6. Selected OAuth Scopes (move these to the right):
• Access and manage your data (api)
• Perform requests on your behalf at any time (refresh_token, offline_access)
• Access your basic information (id, profile, email, address, phone) (web) (In some orgs this appears as “Allow access to your unique identifier (openid)” and/or “Enable for web server flow (web)”. Add web if shown separately.)
7. Under OAuth 2.0 Settings / Advanced Settings (or OAuth Policies, depending on UI):
• Introspect All Tokens: Checked
• Require Secret for Web Server Flow: Checked
• Require Secret for Refresh Token Flow: Checked
• Require Proof Key for Code Exchange (PKCE) for Supported Authorization Flows: Checked
8. Under Enabled OAuth Flows / Flow Enablement:
• Enable Client Credentials Flow: Checked
• Enable Authorization Code and Credentials Flow: Checked
• Do NOT check: Require user credentials in the POST body for Authorization Code and Credentials Flow.
9. Save.

Note: Salesforce may take several minutes to propagate a new Connected App and policy changes across your org.

Locate your Domain, Client ID, and Client Secret

• Salesforce Domain
• Go to Setup → My Domain to copy your login domain (e.g., your-domain.my.salesforce.com or X.salesforce.com).
• Client ID / Client Secret
• Go to Setup → App Manager, find Graphed, click the dropdown → View (or Manage → View).
• Under API (Enable OAuth Settings):
• Consumer Key = Client ID
• Consumer Secret = Client Secret (click Reveal if hidden)

Send these three values to Graphed:

• Salesforce Domain (e.g., X.salesforce.com)
• Client ID
• Client Secret

Provide to Graphed

1. Log in to your Graphed.com account
2. Go to the Create Salesforce Source page.
3. Enter:
• Your Salesforce Domain (e.g., https://x.salesforce.com)
• The Client ID
• The Client Secret

You'll be redirected to your Salesforce login page to create an access token for Graphed to use to sync your Salesforce data.