Salesforce Integration Guide
Overview
Connecting Salesforce to Henk is a one-time setup that enables your entire team to import contacts and sync data seamlessly.
Salesforce Admin Access
Create Connected Apps
API Enabled
User profile permission
10 minutes
One-time setup
1Create a Salesforce Connected App
Set up OAuth authentication in your Salesforce org
1.1 Open Salesforce Setup
- Log in to Salesforce at
login.salesforce.com - Click the gear icon (⚙️) in the top-right corner
- Select Setup
1.2 Navigate to App Manager
- In the Quick Find box (left sidebar), type
App Manager - Click App Manager under Apps
- Click the New Connected App button (top-right)
1.3 Fill in Basic Information
| Field | Value |
|---|---|
| Connected App Name | Henk Integration |
| API Name | Auto-filled: Henk_Integration |
| Contact Email | Your email address |
1.4 Enable OAuth Settings
1. Check ✅ Enable OAuth Settings
2. Callback URL: Enter this exact URL:
Callback URL (copy exactly)
https://app.callhenk.com/api/integrations/salesforce/callback⚠️ This must match exactly - no trailing slashes!
3. Selected OAuth Scopes: Add these three scopes:
- Access the identity URL service (id, profile, email, address, phone)
- Access and manage your data (api)
- Perform requests on your behalf at any time (refresh_token, offline_access)
Click Add to move them to "Selected OAuth Scopes"
4. Additional Settings (recommended):
- ✅ Require Secret for Web Server Flow
- ✅ Require Secret for Refresh Token Flow
1.5 Save and Wait
- Click Save at the bottom
- Click Continue on the confirmation page
- ⏰ Wait 2-10 minutes for the app to become active
2Copy Your OAuth Credentials
Get your Client ID and Client Secret
You'll now see your Connected App details page with the API section.
Copy Consumer Key (Client ID)
- Find the Consumer Key field
- Click the 📋 Copy button or select and copy the entire key
- Paste it somewhere safe - you'll need it in Step 3
Copy Consumer Secret (Client Secret)
- Click "Click to reveal" next to Consumer Secret
- Copy the revealed secret
- Paste it somewhere safe - you'll need it in Step 3
Security Note
3Connect to Henk
Enter your credentials in the Henk integration
3.2 Complete the 2-Step Setup Wizard
You'll see a guided setup wizard with two steps:
Authentication
Client ID (Consumer Key)
Paste the Consumer Key from Step 2
Client Secret (Consumer Secret)
Paste the Consumer Secret from Step 2
Then click Continue
Review & Connect
- Review your settings (automatically set to Production environment)
- Click Connect to Salesforce
- You'll be redirected to Salesforce Production
- Review the permissions and click Allow
- You'll be redirected back to Henk
Done!
Common Issues
"External client app is not installed"
The Connected App hasn't been created yet or isn't active.
- Verify you created the Connected App in Step 1
- Make sure you're logging into the same Salesforce organization
- Wait 2-10 minutes after creating the app
- Check the app is enabled in Salesforce Setup → App Manager
"redirect_uri_mismatch"
The callback URL doesn't match.
- Go back to your Connected App in Salesforce
- Verify the callback URL is exactly:
https://app.callhenk.com/api/integrations/salesforce/callback - No extra spaces, no trailing slashes
- Save changes and wait 2 minutes
"Invalid Client ID" or "Invalid Client Secret"
The credentials were copied incorrectly.
- Go back to Salesforce → Setup → App Manager
- Find your Connected App and click View
- Copy the Consumer Key and Secret again carefully
- Make sure you didn't include extra spaces
- Re-enter them in Henk