CustomFit Dashboard
  • Getting Started
    • Installing CustomFit Code Snippet
      • Installing the code snippet on Webflow
      • Installing the code snippet on Wordpress
      • Installing the code snippet on Wix
      • Installing the code snippet on Shopify
      • Installing the code snippet on Unbounce
  • Account Setup
    • Configuring Account Users
    • Add Users and Assign Roles
    • Configuring Subdomains
    • Configuring Traffic Blocking
  • Experience
    • How to create an A/B test
    • How to create a Split URL test
    • How to create an AI Conversion Optimize experience
    • How to create an Outbound Experience
    • Creating an Experience
    • Experience Page Paths
    • Experience Targeting
    • Visual editor
    • Experience Goals
    • Experience Insights
    • Experience Settings
    • Experience Dashboard
    • Experience FAQs
  • Visual Editor
    • Overview
    • App Bar
    • Editor Palette
    • Toolbar
    • Popups
  • ABM
  • Audience Segments
    • Geo Location
    • Technology
    • UTM Parameters
    • Visitor Attributes
    • Salesforce Attributes
    • HubSpot Attributes
    • Kickfire Attributes
    • Visitor Behavior
      • Page event
      • Click event
      • Track event
  • Integrations
    • GA4 Integration
    • GA4 Integration via GTM
    • Microsoft Clarity Integration
    • Hotjar Integration
    • Clearbit Integration
    • 6sense Integration
    • Segment Integration
    • Mixpanel Integration
    • Amplitude Integration
    • Heap Integration
    • Salesforce
      • Connected App
      • Apex Class
      • Apex Triggers
      • Remote Site Settings
    • Kickfire
    • HubSpot
    • Slack
  • Split URL Testing
  • Reports
    • Create Report
    • Configure Targets
    • Configure Goals
  • Overview of Reports
  • Segments
    • Creating a Segment
    • Segment Rules
  • Dashboard
    • Analytics
  • Install the CustomFit snippet
  • Event Analyzer
    • Creating an Event
    • Forward Custom Events from GTM to CustomFit
    • Event Insights
    • Event Properties
    • Property Insights
  • Change Log
  • Frequently Asked Questions
    • CustomFit JS Script
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  1. Integrations
  2. Salesforce

Connected App

PreviousSalesforceNextApex Class

Last updated 1 year ago

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A connected app is a framework that enables an external application(CustomFit) to integrate with Salesforce using APIs and standard protocols. Connected apps use these protocols to authenticate, authorize, and provide single sign-on (SSO) for external apps(CustomFit). You can know more about Salesforce connected app . To Create a Connected app

  • Click on settings icon

  • Then click on Setup option from the dropdown

  • Search for App Manager option and click on it

  • Click on New Connected App

  • Then provide the basic information

    • Connected App Name: CustomFit App

    • API Name: CustomFit_App

    • Contact Email: abc@example.com

  • Then enable the OAuth Settings

  • Provide the Callback URL as https://dashboard.customfit.ai/integrations/salesforce

  • Under OAuth scopes add the following OAuth Scopes

    • Access your basic information

    • Access and manage your data

    • Provide access to your data via the web

    • Perform requests on your behalf at any time

  • Then click on Save button

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