--- title: "Connect Fullcast to Salesforce with external client app" slug: "connect-fullcast-to-salesforce-with-external-client-app" description: "Connect and authenticate Salesforce with the Fullcast External Client App." tags: ["Admin", "Connected App", "Fullcast", "How to", "IT ", "Managers", "Revenue Operations", "Salesforce", "Salesforce Admin", "Salesforce Integration", "Setup", "Troubleshooting"] updated: 2026-08-13T21:02:03Z published: 2026-08-13T21:02:03Z canonical: "support.fullcast.com/connect-fullcast-to-salesforce-with-external-client-app" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://support.fullcast.com/llms.txt > Use this file to discover all available pages before exploring further. # Connect Fullcast to Salesforce with external client app The data exchange between Fullcast and Salesforce requires the API integration to be authenticated in the integration layer. > [!NOTE] > **Note** > > - For new connections: > - The external client app is required. > - The connected app is not supported for new connections. > - For existing connections: > - The connected app will continue to be supported, however it is recommended to migrate to the external client app as soon as possible. > - If an existing connection is broken for reasons like sandbox refresh or credential changes, you will be required to migrate to the external client app. ## Before you begin - [Create an external client app](/v1/docs/connect-an-external-client-app) in Salesforce. ## Retrieve Salesforce credentials You must add your Salesforce instance URL, consumer key, and consumer secret in Fullcast to authenticate the external client app. ### Access the Salesforce URL 1. In Salesforce go to **Setup > Domains > Company Settings > My Domain.** 2. Copy the **Current My Domain URL** including the `https://`. > [!NOTE] > Note > > Custom domains must use `login.salesforce.com` to authorize the application. Once you have logged in and authorized access, the instance URL will be updated. ### Access the consumer key and secret 1. In Salesforce, go to **Settings > Apps > External Client Apps > External Client App Manager**. 2. Find and select **Fullcast.** 3. Select the **Settings** tab. 4. Expand the **OAuth Settings** section. 5. Click **Consumer Key and Secret** and authenticate your credentials. 6. On the **Consumer Details** page, click **Copy** under the respective section to copy the **Consumer Key** and **Consumer Secret**. > [!TIP] > Tip > > Before you access the **Salesforce credentials** in Fullcast, copy and paste the Salesforce URL, consumer key, and consumer secret in a notepad, or keep separate tabs open to easily access when you need to copy the information to Fullcast. ## Authenticate the external client app connection The external client app allows Fullcast to read Salesforce metadata, which enables the ability to manage the data within Fullcast. Establishing the connection requires entering Salesforce credentials and completing a two-step authentication. The first authentication covers the data integration allowing for the import and export process to occur. The second authentication allows Fullcast to read objects and fields and manage policies. > [!WARNING] > Note > > - If an import or export job is currently running, the option to reauthenticate is disabled. Wait for the job to finish before starting the steps below. > > ![Re-authenticate app status indicating it is disabled while a job is running.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1786653892561.png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A26%3A53Z&se=2026-10-12T07%3A26%3A53Z&sr=c&sp=r&sig=IRzEwsLXnBMF%2B3U96N6mGCT6KSP7s8kILSae3C8RR2I%3D) > - If you already have an external client app connection from before Refresh Token Rotation was introduced, selecting **External client app** here does not automatically enable it. First Revoke the existing connection under **Settings > Integrations > Revoke Access** and then reconnect using the steps below. > > ![Salesforce integration settings with options to revoke access and validate connections.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1786654584070.png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A26%3A53Z&se=2026-10-12T07%3A26%3A53Z&sr=c&sp=r&sig=IRzEwsLXnBMF%2B3U96N6mGCT6KSP7s8kILSae3C8RR2I%3D) 1. In Fullcast, go to **Settings > Integrations**. 2. Under **Connection type**, select **External client app**. ![Salesforce integration settings with highlighted external client app recommendation and connection type details.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1786653068534.png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A26%3A53Z&se=2026-10-12T07%3A26%3A53Z&sr=c&sp=r&sig=IRzEwsLXnBMF%2B3U96N6mGCT6KSP7s8kILSae3C8RR2I%3D) 3. In the **Salesforce credentials** section, complete the following fields with your [Salesforce credentials](/plan-and-pay/docs/connect-fullcast-to-salesforce-with-external-client-app#retrieve-salesforce-url-and-authentication): ![Salesforce credentials input fields for instance URL, consumer key, and consumer secret.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1786653258805.png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A26%3A53Z&se=2026-10-12T07%3A26%3A53Z&sr=c&sp=r&sig=IRzEwsLXnBMF%2B3U96N6mGCT6KSP7s8kILSae3C8RR2I%3D) - **Instance URL**: Copy and paste your [Salesforce instance URL](/plan-and-pay/docs/connect-fullcast-to-salesforce-with-external-client-app#retrieve-salesforce-url-and-authentication). - **Consumer Key**: Copy and paste the [Salesforce consumer key](/plan-and-pay/docs/connect-fullcast-to-salesforce-with-external-client-app#access-the-consumer-key-and-secret). - **Consumer Secret**: Copy and paste the Salesforce consumer secret. 4. In the **Authentications** section, under **Data Integration**, click **Re-authenticate app 1 of 2**. ![Overview of authenticated apps with options for data integration and re-authentication.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(702).png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A26%3A53Z&se=2026-10-12T07%3A26%3A53Z&sr=c&sp=r&sig=IRzEwsLXnBMF%2B3U96N6mGCT6KSP7s8kILSae3C8RR2I%3D) 5. You will be redirected to Salesforce to authenticate your credentials to authorize the external client app. In Salesforce, click **Allow** to complete the authentication as prompted. You will be redirected back to Fullcast. 6. After the first authentication is complete, under **Policy and Metadata,** click **Re-authenticate app 2 of 2**. ![Salesforce authentication status and re-authentication instructions displayed on the screen.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(703).png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A26%3A53Z&se=2026-10-12T07%3A26%3A53Z&sr=c&sp=r&sig=IRzEwsLXnBMF%2B3U96N6mGCT6KSP7s8kILSae3C8RR2I%3D) 7. You will be redirected to Salesforce to authenticate your credentials to authorize the external client app. In Salesforce, click **Allow** to complete the authentication as prompted. You will be redirected back to Fullcast. click **Validate**. 8. Click **Save**. > [!NOTE] > Note > > After you authenticate, the message “please get in touch with your administrator” displays until you [run the first import job](/plan-and-pay/docs/run-an-ad-hoc-import-or-export-job). 9. To confirm that the connections are successful, go to **Settings > Export-Import**. Under **Type** you will see **salesforceownauth**. ![Settings page showing Export-Import options and connection details for integration.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image-1783979643960.png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A26%3A53Z&se=2026-10-12T07%3A26%3A53Z&sr=c&sp=r&sig=IRzEwsLXnBMF%2B3U96N6mGCT6KSP7s8kILSae3C8RR2I%3D) ## Related - [Create an external client app](/connect-an-external-client-app.md)