Salesforce

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 https://app.revert.dev/oauth-callback/sfdc 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

• Create an account on Revert if you don’t already have one. (https://app.revert.dev/sign-up)
• Login to your revert dashboard (https://app.revert.dev/sign-in) and click on Customize your apps - Salesforce

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