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How to Connect Salesforce to Graphed

Max Chehab•

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

1) 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.

2) 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

3) 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.