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Salesforce Integration Set Up

How to set up an integration between Halda and Salesforce

The Halda + Salesforce integration pushes Halda data straight into your CRM so your team isn't copying records by hand. Setup happens in three phases, and you'll want about an hour from start to finish.

Heads up: Salesforce retired Connected Apps and replaced them with External Client Apps. If you set up the integration before this change, your existing connection still works — but new setups follow the steps below.

Phase 1 — Create an External Client App in Salesforce (~20 minutes)

  • Log in to Salesforce.
  • Click the gear icon in the upper-right corner and select Setup.
  • In the Quick Find box, type App Manager and select it.
  • Click New External Client App in the upper-right. (This is the button that replaced "New Connected App.")
  • Fill out the Basic Information section:
    • External Client App Name: HaldaAPI
    • API Name: auto-populates from the app name.
    • Distribution State: Local
    • Contact Email: your email address.
  • Expand the API (Enable OAuth Settings) section and check Enable OAuth.
  • In the Callback URL field, paste the URL below — replacing [accountId] with your Halda account ID:    https://app.heyhalda.com/accounts/[accountId]/settings/integrations/salesforce/callback

Finding your account ID: Log in to Halda and go to your account home page. The URL looks like https://app.heyhalda.com/accounts/{accountId} — the part after /accounts/ is your account ID.

  • In 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)
  • Under Flow Enablement, make sure Enable Authorization Code and Credentials Flow is checked.
  • Under Security, uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows.
  • Check Require Secret for Web Server Flow and Require Secret for Refresh Token Flow (both should be on by default).
  • Click Create at the bottom.
  • After creation, reopen the app from the External Client App Manager, go to the Policies tab, and click Edit. Set Refresh Token Policy to Refresh token is valid until revoked and save.

Wait 10–20 minutes before moving on. Salesforce needs time to propagate the new app before it can authenticate. Don't start Phase 2 until that window passes — you'll hit auth errors if you do.

Phase 2 — Connect Halda to Your Salesforce Instance (~15 minutes)

  • Back in the External Client App Manager, find your HaldaAPI app and open it.
  • Expand the OAuth Settings section and click Consumer Key and Secret. Salesforce will ask you to verify your identity with an email code before showing the values.
  • Copy the Consumer Key and Consumer Secret somewhere safe — you'll paste them into Halda next.

    Note on permissions: If you see an "Insufficient Privileges" error trying to view the consumer details, your Salesforce admin needs to grant your profile the View all External Client Apps, views their settings, and edit policies permission.

  • Log in to Halda.
  • Click the menu in the top right.
  • Click Integrations.
  • Find the Salesforce integration and click Connect.
  • Paste in the Consumer Key and Consumer Secret, then enter credentials for the integration user when prompted.

Phase 3 — Map objects and fields (30–45 minutes)

Once Phases 1 and 2 are done, Halda's team will work with you to map your Salesforce objects and fields. This is where we make sure every piece of data Halda collects lands in the right place on the right record before anything starts flowing.

If you need any assistance with setting up your Salesforce Integration, reach out to your Partner Success Consultant or Implementation Specialist.