Salesforce
CRM records, deals, cases, and attached files
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Overview
The Salesforce connector syncs your CRM data — accounts, contacts, leads, opportunities, cases, tasks, and attached files — from your Salesforce org into PipesHub using OAuth 2.0 and an External Client App you create in Salesforce Setup.What Gets Synced
Authentication
In PipesHub the flow has three tabs: Authenticate Instance (Redirect/Callback URL, Salesforce Instance URL, and OAuth client credentials), Authorize (sign in to Salesforce), then Configure Records (sync strategy and indexing).This connector matches people by email. Use the same email in PipesHub as in Salesforce so permissions and visible records line up.
Configuration Guide
You will copy the Redirect/Callback URL from PipesHub, create an External Client App in Salesforce with that callback URL, then paste the app’s Consumer Key and Consumer Secret back into PipesHub and run Authorize.How to configure and enable the Salesforce connector
Step 1: Copy the Redirect/Callback URL from PipesHub
- Open your user profile menu (bottom of the left sidebar) → Workspace Settings.
- Under Workspace, select Connectors.
- Find Salesforce and click + Setup.
- On Authenticate Instance, set Instance name, then copy the Redirect/Callback URL exactly. You will paste it into Salesforce in Step 5.
Step 2: Open Salesforce Setup
Sign in to Salesforce with an administrator account, click the gear icon in the top-right corner, then choose Setup.
Step 3: Create a New External Client App
In the Setup Quick Find box, search for App Manager and open it. Click New External Client App in the top-right corner.
Step 4: Fill in Basic Information
Enter an External Client App Name (for examplesalesforce-app), confirm the API Name, and provide a Contact Email. Leave Distribution State as Local for an internal app.
Step 5: Enable OAuth and add the Callback URL and scopes
- Expand the API (Enable OAuth Settings) section and turn on Enable OAuth.
- Paste the Callback URL you copied in Step 1 — it must match exactly.
- Move these scopes into Selected OAuth Scopes:
- Access the identity URL service (
id,profile,email,address,phone) - Manage user data via APIs (
api) - Manage user data via Web browsers (
web) - Perform requests at any time (
refresh_token,offline_access)
- Access the identity URL service (
Step 6: Configure Security settings
Under Security, enable Require secret for Web Server Flow and Require secret for Refresh Token Flow. Leave Issue JSON Web Token (JWT)-based access tokens for named users unchecked. Click Create to save the app.
Step 7: Copy the Consumer Key and Consumer Secret
Open the saved app → Settings → OAuth Settings, then click Consumer Key and Secret. Salesforce may ask you to verify your identity.
New External Client Apps can take a few minutes before they accept OAuth requests. If authorization fails right after creation, wait and retry.
Step 8: Find your Salesforce Instance URL
Your Instance URL is the base domain shown in your browser’s address bar when you are in Salesforce — for examplehttps://yourcompany.my.salesforce.com.
Step 9: Finish Authenticate Instance in PipesHub
Return to Salesforce Configuration → Authenticate Instance and fill in:
Confirm the Redirect/Callback URL still matches, then click Next →.
Step 10: Authorize with Salesforce
On Authorize, click Authenticate Salesforce to Proceed, sign in to Salesforce, and click Allow on the permission screen. When Authorization status shows Connected — you can continue to Configure records, click Continue to configuration →.
Step 11: Configure Records and save
On Configure Records, set Sync Strategy (Scheduled or Manual) and Sync Interval, toggle Enable Manual Indexing if you want to disable automatic indexing, and use + Add filter under Sync filters to filter content by creation date or modification date. Click Save Configuration.Step 12: Start sync
When the Start sync process? dialog appears, click Confirm to begin syncing, or Cancel to start later. Use Sync Enabled and the sync actions on the instance card as needed, and open the instance page to watch Last Synced and record stats.
Useful Links
- Salesforce OAuth Web Server Flow: https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_web_server_flow.htm
- External Client Apps: https://help.salesforce.com/s/articleView?id=sf.create_external_client_apps.htm
- PipesHub: Workspace Settings → Connectors → Salesforce for the live Redirect/Callback URL
Troubleshooting
Troubleshooting
Troubleshooting
Common issues
redirect_uri_mismatch- The Callback URL in Salesforce must exactly match the Redirect/Callback URL shown in PipesHub (scheme, host, path, no stray spaces).
- Re-copy the Consumer Key and Consumer Secret from OAuth Settings. If the app was just created, wait a few minutes and retry.
- Use the base domain from your browser’s address bar (for example
https://yourcompany.my.salesforce.com) — nothttps://login.salesforce.com. For a sandbox, use that sandbox’s own My Domain URL.
- The connector only sees what the authorizing user can see. Confirm that user’s profile, role, and sharing rules grant access to the objects you expect.
- Run Re-authenticate with provider on the Authorize tab.
Data sync behavior
FAQ
Queries not returning results. What could be wrong?
Queries not returning results. What could be wrong?
- Email mismatch — Use the same email in PipesHub as in Salesforce.
- Scope — Confirm the OAuth scopes from Step 5 are selected and the authorizing user has access to the objects.
- Still indexing — Open Workspace Settings → Connectors → Salesforce and check Overview until queues complete.
Ready to get started?
Connect Salesforce to PipesHub for unified search. Follow the steps above, or contact support if you need help.