Salesforce Application Integration Setup

Getting Started

BalkanID recommends creating a separate service account for the purposes of this integration, instead of using personal or employee named accounts.

Overview

You will:

1. Create an External Client App in Salesforce

2. Enable OAuth with JWT Bearer Flow

3. Configure OAuth policies

4. Retrieve the Consumer Key

5. Create and assign a Permission Set to the integration user

Prerequisites

Before starting, ensure you have:

• Salesforce Admin access

• An integration user in Salesforce

• A certificate file (salesforce.crt) for JWT authentication (provided separately beforehand)

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Create a new user profile:

1. Navigate to Setup

   • Click the Gear Icon → Setup

2. Open Profiles page

   • In Quick Find, search for Profiles

   • Select Users > Profiles.

3. Click on "Create a new profile".

4. Clone the profile from a Standard Platform User profile. Give it a name.

   
5. Click Save.

6. Scroll down to the Administrative Permissions section and ensure the following are enabled:

   • View Setup and Configuration

   • View Roles and Role Hierarchy

7. Save the profile with updated permissions.

Creating an integration user:

1. Navigate to Setup

   • Click the Gear Icon → Setup

2. Open Users page

   • In Quick Find, search for Users

   • Select Users.

3. Click on create a new user

   
4. Create a new user with the Salesforce Platform license. If the new user option isn't available, clone an existing user. You can fill in the below fields according to your convenience or follow this.

   • Firstname: BalkanID

   • Lastname: BalkanID

   • Alias: BalkanID

   • User License: Salesforce Platform (If you are unable to see it, you might already have exhausted your user quota for this license)

   • Role: None

   • Profile: Use the profile we created above

   • Username: [e-mail]

   • Email: [e-mail]

Step 1: Create External Client App

1. Navigate to Setup

   • Click the Gear Icon → Setup

2. Open External Client App Manager

   • In Quick Find, search for: External Client App

   • Select External Client App Manager

   • Path: Apps → External Client App Manager

3. Click New External Client App

4. Fill in basic details:

Field	Value
Name	BalkanID Extractor
API Name	Auto-filled (e.g. BalkanID_Extractor)
Contact Email	Your email (used for verification)
Distribution State	Local

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Step 2: Enable OAuth & JWT Bearer Flow

Configure OAuth Settings

1. Enable:

   • Enable OAuth

2. Provide:

   • Callback URL: https://app.balkan.id

3. Select OAuth Scopes (exactly these):

   • Manage user data via APIs (api)

   • Perform requests at any time (refresh_token, offline_access)

Enable JWT Flow

1. Enable:

   • Enable JWT Bearer Flow

2. Upload certificate:

   • Upload salesforce.crt

3. Security setting:

   • Uncheck Require Proof Key for Code Exchange (PKCE) (Not required for JWT flow)

4. Click Create

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Step 3: Configure OAuth Policies

After creating the app:

1. Open the app → Policies tab

2. Click Edit

OAuth Policies

Setting	Value
Permitted Users	Admin approved users are pre-authorized
IP Relaxation	Configure as needed (recommended: Relax IP restrictions for backend systems)

App Policies

• This will be configured after creating the Permission Set (Step 5)

1. Click Save

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Step 4: Retrieve Consumer Key

1. Open the app → Settings tab

2. Expand OAuth Settings

3. Click Consumer Key and Secret

4. Complete identity verification (via email)

Save the following:

Field	Usage
Consumer Key (Client ID)	Used as app_consumer_key in BalkanID configuration

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Step 5: Create Permission Set & Assign to Integration User

5.1 Create Permission Set

Field	Value
Label	BalkanID Extractor
API Name	BalkanID_Extractor
License	None

5.2 Add Required System Permissions

Permission	Purpose
API Enabled	Required for API access (REST / SOQL)
View All Data	Read access to all required objects

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5.3 Assign Permission Set

• Assign this Permission Set to your integration user

5.4 Link Permission Set to External Client App

1. Go back to External Client App → Policies

2. Edit App Policies

3. Add the created Permission Set

4. Save changes

Configure Salesforce in your BalkanID tenant

1. Login to the BalkanID application and switch to the tenant you would like to add your integration to.

2. Head to Integrations > Add Integration, select Salesforce.

   

   
3. Set up the Primary Application owner (mandatory) and the Description, if any. Set up Secondary Application Owner(s), if any.

   Select the Extraction Type. From here, you can configure your application using one of the following methods:

   1. Direct integration - Provide your Salesforce User Name and Consumer Key obtained above to set up a direct connection with BalkanID.

   2. SCIM integration - Provide SCIM server credentials to set up a SCIM connection with BalkanID.

   3. Manual file upload - Upload Entity and Entity Relations through a .CSV file upload. Contact the team for assistance with this.

   4. Automated upload using API - You can upload data using our Bulk APIs with the help of an API key which will be provided to you. Please refer to the entity and entity relation upload docs for specific instructions on uploading your data through the API.

   
4. Click on next to move onto Optional Configuration.

5. Fill Optional configuration, if required.

   
6. Once you filled in the information, click Save. Your integration is now configured and you will see the status of the integration displayed alongside other integrations on the Integrations page. When data is available, the integration Status will read Connected and the integration Message will read Data available.

Salesforce Certificate

1012B

salesforce.crt

Open