Set up credentials
You create an OAuth app in Salesforce Setup, then copy its consumer key and consumer secret. As of the Spring ‘26 release, Salesforce recommends External Client Apps over Connected Apps, and creating new Connected Apps may require contacting Salesforce Support.Create a new app
Click New Connected App. If prompted, choose to create an External
Client App instead, which is the option Salesforce now recommends. Enter a
Connected App Name, API Name, and Contact Email.
Enable OAuth settings
Select Enable OAuth Settings. Enter a Callback URL (for example,
https://login.salesforce.com/services/oauth2/callback) and add the OAuth
scopes your integration needs, such as Manage user data via APIs (api)
and Perform requests at any time (refresh_token, offline_access). Click
Save.In Lightning Experience you can find the app again later under Setup > App
Manager. Use the row dropdown and select View, then Manage Consumer
Details to retrieve the key and secret.
Connect to Adapt
Add your credentials
Enter the values you gathered above, then click Add connection:
You can rename the connection and choose whether it is shared with your
organization or kept personal to you.
| Secret Name | Value |
|---|---|
SALESFORCE_CLIENT_ID | Your connected app’s consumer key |
SALESFORCE_CLIENT_SECRET | Your connected app’s consumer secret |
Security
- Credentials are encrypted at rest with AES-256
- Grant only the OAuth scopes your use case needs, such as
apiandrefresh_token - Use a dedicated integration user with least-privilege access where possible
- Never share the consumer key or secret publicly or commit them to source control