--- title: Salesforce-Nexus Data Exchange Handshake Procedure using Connected App description: Salesforce-Nexus Data Exchange Handshake Procedure --- [Skip to content](https://nexusengage.com/help/nexus-salesforce-data-exchange-handshake-procedure#main-content) English Show submenu for translations ![fb2acfcb-b621-467c-ac7f-d5d4beee378d-1](https://nexusengage.com/hs-fs/hubfs/fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png?width=200&height=53&name=fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Nexus Website](https://nexuscenter.io/) [Nexus Website](https://nexuscenter.io/) What are you looking for? - There are no suggestions because the search field is empty. 1. [Nexus Help Center](https://nexusengage.com/help) 2. [Sales Enablement Hub](https://nexusengage.com/help/sales-enablement-hub) 3. [Salesforce Application](https://nexusengage.com/help/sales-enablement-hub#salesforce-application) # Salesforce-Nexus Data Exchange Handshake Procedure using Connected App ## Step-by-Step Guide for Configuring the Handshake Between Salesforce (SF) and Engagement Hub for Data Integration using a Connected App. ### **NOTE:** For the handshake procedure using a **External Client App**, please use this **[link](https://nexusengage.com/help/salesforce-nexus-data-exchange-handshake-procedure-using-external-client-app-oauth)**. ### Step 1: Create Connected App for BriefingEdge Integration #### 1. Open Settings - Custom Code - Remote Access ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cf8741198281bd8609e4e/file-Td0BRPGPAn.png) #### 2. Create a new connected App for the Nexus Package. 1. 1. Connected Apps - New - Create a Connected App ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/6760571ee212573b41bbfb32/file-ranXnwB45s.png) #### 3. Go into the “Edit” view for newly created connected app. ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cf87e1198281bd8609e4f/file-NXbh5LdrUo.png) #### 4. Check the box for “Enable OAuth Settings” **(1)** #### 5. Add the following Callback URLs (CRMInstanceID (SFDCInstance) = 1) **(2)** - - [https://w17.briefingedge.com/MVC2/Admin/SFDC/Authenticate?sfdcInstance=1](https://w17.briefingedge.com/MVC2/Admin/SFDC/Authenticate?sfdcInstance=1) \**(The link above may have a differing SFDCInstanceID if you have more than 1 instance of SFDC linked to BriefingEdge. Confirm with BriefingEdge Team if unsure.)* - [https://w17.briefingedge.com/MVC2/Account/OauthSuccess](https://w17.briefingedge.com/MVC2/Account/OauthSuccess) #### 6. Add the following OAuth Scopes into the “Selected OAuth Scopes” box **(3)** - - Manage User Data via APIs (api) - Manage User Data Via Web Browsers (web) - Perform requests on behalf at any time (refresh\_token, offline\_access) #### 7. Uncheck "Require Proof Key for Code Exchange (PKCE)" #### 8. Check: - - Enable Client Credential Flow ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/68408542e042cf4da63a8fd3/file-yvv74KjjuI.png) #### 9. Save the changes to the connected app **Note that you cannot skip steps 1 and 2 and just go to "Manage Connected Apps" to get this information, although it has that title in the header;  you still have to go through remote Access, because otherwise the key and secret don't show up. ** ### Step 2: Manage Connected App OAuth Policies 1. Open Setup - Connected Apps - Manage Connected Apps 2. Click “Edit” next to the BriefingEdge connected app that you create 3. Set the** OAuth Policies - Permitted Users** to “All users may self-authorize” 4. Set **OAuth Policies** -** Refresh Token Policy** to "Refresh Token is Valid until Revoked"   **To set permissions at a more granular level you can follow instructions in **[**This Article**](https://help.salesforce.com/articleView?id=000334174&type=1&mode=1)     ### Step 3: Create Integrated User Step-by-step guide for configuring a Salesforce user with minimum access to allow integration. This configuration is designed to provide a secure, role-specific user profile that has the necessary permissions to ensure smooth integration without the need for full admin access. Instructions are [here.](https://briefingedge.helpscoutdocs.com/article/475-salesforce-user-configuration-for-integration)   ### Step 4: Set the Integration User 1. Open Setup - App Manager - Select the connected app - Manage - Edit Policies 2. Client Credential Flow 1. Run As: Integration User (Select user created in Step 3) ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/684085fc013f8c48a8d2ddec/file-CI4FMcauZ5.png)   ### Step 5: Enable Allow Authorization Code and Credentials Flows 1. Open Setup - OAuth and OpenID Connect Settings 2. Set Allow Authorization Code and Credentials Flows to “On” ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/68408689e042cf4da63a8fd7/file-5NYHP3BzLv.png)   ### Step 6: Get the information needed for the integration #### Consumer Key & Consumer Secret Open Settings - Remote Access - Manage Connected Apps - Click on the Manage Consumer Details - Verify your Identity - Copy the Consumer Key and Secret ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cf8b98af27b34842c012c/file-xMnsAy4dDD.png) #### Organization ID Open Settings - Company Settings - Company Information - Copy the SF Organization ID ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cf8c48af27b34842c012d/file-x7mss14Q6M.png)   ### Step 7: Verify your credentials work In Postman or similar tool, attempt to send a request using the following parameters. #### Client Credentials Flow: 1. Request type: POST URL : ****/services/oauth2/token Request body - grant\_type: client\_credentials - client\_id (consumer key): (check step 6) - client\_secret: (check step 6) ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/6840879f370ea83d8a6c0beb/file-nDXon4qqJr.png) #### Step 8: Send info to the Nexus Team Send the following information to the Nexus Team: 1. Consumer Key 2. Consumer Secret 3. Org ID 4. Org Custom Domain (e.g. [nexus.salesforce.com](http://nexus.salesforce.com/)) #### Step 8: Almost Done! 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