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Set Up the Connected App for Salesforce Service Cloud

Provide Point of Sale access to a Salesforce Connected App using whichever Salesforce APIs can be invoked for Clienteling purposes.

Point of Sale also needs credentials to be able to login to the Salesforce portal in dev or testing to explore how merchant uses Salesforce objects.

  • URL: Salesforce instance IRL
  • Username
  • Password
  • Client_id of the Connected App
  • Client_secret of the Connected App

Refer to POS Access List - URLs and IP Addresses for a list of URLs and IP addresses to be allowlist. This is to enable the necessary communication.

Note
Note Connected apps creation is restricted as of Spring ‘26. You can continue to use existing connected apps during and after Spring ‘26. However, we recommend using external client apps instead. If you must continue creating connected apps, contact Salesforce Support.

See New connected apps can no longer be created in Spring ‘26 for more details.

  1. Work with your Salesforce admin team to create a Connected App which supports Username and Password OAuth flow.
    Note
    Note Refer to Connected App
  2. Create a Connected App Steps:
    Note
    Note Review the steps and exact permissions with a Salesforce admin.
  3. Login to Salesforce and go to Setup | Apps | External Client Apps | Settings. Click New Connected App.
  4. Enter your app details and enable OAuth with the appropriate scopes.
  5. Copy the Consumer Key and Secret
  6. In the QuickFind bar (on left) search for OAuth and select OAuth and OpenID Connect Settings. Make sure Allow OAuth Username-Password Flows is turned on.
  7. Create a new Salesforce user to give access to your Connected App. Share the username, password of the user along with your key, and secret of the Connected App with Point of Sale.
  8. Point of Sale uses the below curl call to get the access token to be able to query and update various Salesforce objects like Account, SNOTE, etc.
  9. Point of Sale needs a username and password to be able to login to the portal and explore various objects used by Merchant and how they are linked to each other for Clienteling purposes.
  10. Below curl for reference. Point of Sale uses this call to get an access token. 
    curl -i -L -X POST \
          -H "Content-Type:application/x-www-form-urlencoded" \
          -d "grant_type=password" \
          -d "client_id=3MVG9Kip4IKAZQEUsd61xEim4D2qvCNJjxNUmOOQbFFLG_YQGl.AJItFUQW7XgqhdGIdQOfDzMXYqjORrbA6f" \
       -d "client_secret=8A8C6543C7151032FA620AF7B046C795FC14509A3CD8224CEE8C3831B118CE21" \
       -d "username=user@predictspring.com" \
       -d "password=***" \
       'https://na111.salesforce.com/services/oauth2/token'