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Adaptive Planning
Last Updated: 2026-09-18
Set Up Salesforce OAuth2 Credentials

Set Up Salesforce OAuth2 Credentials

  • A Salesforce org where you can create a Connected App (or External Client App).
  • Client ID (consumer key) and client secret from the Connected App.
  • Security:
    • Integration Operator
       permission
    • Data Designer
       permission
Create an authorized Salesforce OAuth2 credential so Adaptive Planning can connect to your Salesforce instance. New Salesforce data sources require an OAuth2 credential. Password credentials aren’t available for new data sources.
You create the credential in Adaptive Planning and complete the OAuth settings using a Salesforce Connected App or External Client App. When you select this credential on a Salesforce data source, Adaptive Planning authenticates with the Salesforce OAuth2 flow and refreshes access tokens automatically.
If you connect to a Salesforce sandbox, use the sandbox authorization and token URLs in the credential settings.
  1. In Adaptive Planning, select
    Integration
    Design Integrations
     from the main menu.
  2. In the
    Component Library
    , expand
    Credentials
     and select
    Create New Credential
    .
  3. Select
    OAuth 2
    , enter a descriptive name such as "Salesforce Production OAuth", and select
    Create
    .
  4. Copy the
    Redirect Uri
     displayed in the credential settings. You cannot change this value after creation.
  5. Return to your Salesforce Connected App or External Client App and paste the Redirect Uri into the
    Callback URL
     field. Save the Salesforce app.
  6. Back in Adaptive Planning, complete the OAuth 2 credential settings in Adaptive Planning:
    Option
    Description
    Consumer Key
    Salesforce consumer key (client ID)
    Consumer Secret
    Salesforce consumer secret
    Redirect Uri
    Adaptive Planning populates this (already copied to Salesforce)
    Scope
    API refresh token (add scopes to match your Connected App)
    Authorization Header Required
    Clear the option unless your Salesforce configuration requires it
    Access Token Renewable
    Select the option. Salesforce supports refresh tokens when refresh token scope is granted
    Authorize Redirect URL
    Production: https://login.salesforce.com/services/oauth2/authorize
    Sandbox: https://test.salesforce.com/services/oauth2/authorize
    Access Token Service Http Method
    POST
    Access Token Service Endpoint
    Production: https://login.salesforce.com/services/oauth2/token Sandbox: https://test.salesforce.com/services/oauth2/token
    Token Expiry Default (sec)
    Optional. Salesforce returns token expiry in the response; use a default such as 3600 if needed
  7. Under
    Actions
    , click
    Save
    .
Select the OAuth2 credential on your Salesforce data source, then test the connection and import structure. See Steps: Set Up Salesforce Data Sources.
  • If Test Connection or import fails because the session expired or was revoked, open the credential and select
    Request Authorization
     or
    Reset Authorization
    , then try again.