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docs(salesforce): add Connected App setup instructions#95

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roboli merged 4 commits into
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docs/salesforce-connected-app-setup
Jun 12, 2026
Merged

docs(salesforce): add Connected App setup instructions#95
roboli merged 4 commits into
nextfrom
docs/salesforce-connected-app-setup

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@roboli

@roboli roboli commented Jun 11, 2026

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Summary

  • Documents the correct app type to use ("New Connected App" via External Client Apps) and why it supports cross-org OAuth while "External Client App" does not
  • Lists required OAuth scopes (full and refresh_token, offline_access)
  • Notes the Refresh Token Policy must be set to "valid until revoked"
  • Notes the authorizing user must be marked as Marketing User to allow campaign creation

Test plan

  • Review README rendering on GitHub

🤖 Generated with Claude Code

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Comment thread packages/v1-ready/salesforce/README.md Outdated

In the Connected App's OAuth policies, set **Refresh Token Policy** to **"Refresh token is valid until revoked"**. This prevents the refresh token from expiring on a schedule and breaking the integration unexpectedly.

### Marketing User requirement

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This seems wrong

General guidance from Salesforce is to create an API user instead, at least it has been for years, and use that API user to authenticate. For software companies using frigg to build their native integrations, they should give their customers that guidance.

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Good call — updated to recommend a dedicated API user for production/customer orgs, with the Marketing User flag set on that account. Also added a note for dev/testing that you'd enable it on your own account before going through the OAuth flow.

…r for dev

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Comment thread packages/v1-ready/salesforce/README.md Outdated
@roboli
roboli requested a review from seanspeaks June 11, 2026 15:54
roboli and others added 2 commits June 11, 2026 10:38
…t, add integration user note

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: graphite-app[bot] <96075541+graphite-app[bot]@users.noreply.github.com>
@roboli
roboli merged commit 032970b into next Jun 12, 2026
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roboli deleted the docs/salesforce-connected-app-setup branch June 12, 2026 19:20
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2 participants