Integration Guides


Obtaining Salesforce Client ID and Secret

  • Open a Salesforce Developers account.
  • Go to Platform tools > Apps > App Manager
  • Create a Salesforce Connected app, using the steps mentioned here
    • NOTE: You can skip this step and use the default revert Salesforce app
  • Set as the redirect url for your app
  • Get your client_id and client_secret:
    • Go to the Platform tools > Apps > App Manager > <Name of your App> > Manage section.
    • Click on Manage Consumer Details. This will open up a Consumer Details section that gives you the Consumer Key (client_id) and Consumer Secret (client_secret)
    • Copy your client_id and client_secret

Connect to Salesforce via Revert

  • Enter the client_id and client_secret you copied in the previous step into the App credentials here and click Submit.