Connecting Salesforce

This guide walks you through connecting your Salesforce org through Makini Link.

Set aside about 15 minutes. You'll need your Salesforce org's My Domain address, and a client ID and client secret from an app your Salesforce administrator sets up for Makini.

Before you start

You'll need help from your Salesforce administrator. Makini signs in to Salesforce as an app, using the OAuth 2.0 client credentials flow, not with a person's username and password. Setting that app up takes admin rights in Salesforce. If that isn't you, send them this guide.

Use an app made just for this connection. A dedicated app keeps working when people change jobs, and your administrator can see exactly what it's used for.

Step 1: Get a client ID and client secret

Ask your Salesforce administrator to set up an app for Makini in your Salesforce org that allows the OAuth 2.0 client credentials flow, and to give you its client ID and client secret.

Treat the client secret like a password. Anyone who has it can sign in to your org as that app. Don't email it, don't put it in a chat message, don't save it in a shared document. A password manager is best.

Step 2: Find your My Domain address

Makini needs your org's own address, its My Domain. For a production org it looks like https://acme.my.salesforce.com. A sandbox has an address like https://acme--sandboxname.sandbox.my.salesforce.com.

Enter only the address itself, starting with https:// and ending with salesforce.com. Leave off anything after it.

Step 3: Enter your credentials

Fill in the form in Makini Link:

Host: your My Domain address from Step 2, for example https://acme.my.salesforce.com

Client ID: the client ID from Step 1

Client Secret: the client secret from Step 1

Click Connect.

To connect both a sandbox and production, add one connection for each, each with its own address and app.

Keeping the connection working

Things that will break the connection

The client secret being changed or reset: enter the new secret on the connection

The app being deleted or disabled in Salesforce, or the client credentials flow being turned off for it

Your org's My Domain address changing: update Host on the connection

If something goes wrong

The connection failed right after I clicked Connect.

It works for our sandbox but not for production (or the other way round).

It was working, now it isn't.

Still stuck?

Send us a note describing which step you're on and what you're seeing. Don't include the client secret in that message.

Connecting Salesforce

Before you start#

Step 1: Get a client ID and client secret#

Step 2: Find your My Domain address#

Step 3: Enter your credentials#

Keeping the connection working#

If something goes wrong#

Before you start

Step 1: Get a client ID and client secret

Step 2: Find your My Domain address

Step 3: Enter your credentials

Keeping the connection working

If something goes wrong