Salesforce Connector

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Create a Connected App in Salesforce

1. In Salesforce, click the gear icon → Setup

2. Search App Manager in Quick Find, click it
   
3. Click “New External Client App”
   
4. Fill in:
   • Connected App Name: LendPathway
   • Contact Email: your email
   
5. Check Enable OAuth Settings and configure:
   • Callback URL: https://api.lendpathway.com/api/salesforce/callback
   • OAuth Scopes: Enable OAuth and grant access to scopes. We recommend granting All scopes.
   • Check “Introspect all Tokens” to True.

6. Use the following Flow Enablement and Security settings:
   
7. Click Create. Wait 2-10 minutes for Salesforce to propagate.
8. Go back to App Manager → find your app → View → Manage Consumer Details. Copy the Consumer Key and Consumer Secret.

9. Authenticate
   
10. Copy the Consumer Key and Consumer Secret, you’ll need them for the following steps.
    

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Connect in LendPathway

1. Go to Connectors → Integrations in the sidebar, click the Salesforce card
2. Enter your Client ID (Consumer Key), Client Secret (Consumer Secret), and optionally a Login URL
3. Click Save & Continue
4. Click Authenticate with Salesforce. Log in in the popup and click Allow. The popup closes and you’ll see a green Connected confirmation.