Salesforce Integration

The Salesforce integration pulls opportunities into ScopeStack to pre-populate projects with deal data, and writes revenue back to the opportunity when a project is submitted for approval.

Prerequisites

• Salesforce administrator access to create a Connected App
• ScopeStack Connected Apps permission at the Manage level

Setting Up in Salesforce

1. Click the gear icon in the top right corner of Salesforce and select Setup.
2. Use the Quick Find search box to locate App Manager.
3. In the top right corner of the App Manager page, click New Connected App.
4. On the dialog that appears, select Create a Connected App.
5. Fill in the Connected App configuration form:
   • Connected App Name: An internal name for the application.
   • API Name: Autogenerated from the Connected App Name.
   • Contact Email: You can use info@scopestack.io.
6. Under API (Enable OAuth Settings), check Enable OAuth Settings to reveal additional options.
7. Set the Callback URL to: https://app.scopestack.io/admin/salesforce_apps/callback
8. Under Available OAuth Scopes, add the following:
   • Full access (full)
   • Manage User Data via APIs (api)
   • Perform Requests at any time (refresh_token, offline_access)
9. Click Save.

Note on PKCE: ScopeStack always uses PKCE when it connects to Salesforce, so the connection works whether or not your Connected App requires it. There is no PKCE option to switch on in ScopeStack.

Copy Your Consumer Key and Secret

After saving, you will be redirected to the Connected App detail page. Under API (Enable OAuth Settings), click Manage Consumer Details to view your Consumer Key and Consumer Secret. Copy both values — you will need them in ScopeStack.

Configuring in ScopeStack

Navigate to Settings > Account > Connected Apps and click the Salesforce tile.

On this screen: The Connected Apps page lists available integrations as tiles. Click the Salesforce tile to open its About page.

Click the Add Integration button in the top right corner.

On this screen: The Salesforce About page shows the Salesforce name and summary with a “How do I set up Salesforce?” link, Back and Add Integration buttons in the top right corner, and About Salesforce, Features, and Integration Supports sections below.

Enter your Salesforce integration information and click Continue. The next step, “Select features with which to integrate,” shows CRM already checked, because it is the only feature Salesforce offers. Click Continue again.

On this screen: A Configure Integration window with three required fields, labeled * Salesforce Host, * Consumer Key, and * Consumer Secret.

Configuration Options

Salesforce Host

Your Salesforce instance URL, following the pattern https://something.my.salesforce.com. This identifies the specific Salesforce org ScopeStack will connect to, and ScopeStack also sends you there to authorize the connection.

Consumer Key

The Consumer Key from the Connected App you created in Salesforce. Found under API (Enable OAuth Settings) after clicking Manage Consumer Details.

Consumer Secret

The Consumer Secret paired with the Consumer Key. Copy it immediately after creation — Salesforce will not display it again without regenerating.

The next two options are on the connection’s Additional Features tab, under CRM Integration Options, once CRM is checked there. They are not part of the setup window.

Opportunity Stages

A comma-separated list of the Salesforce Opportunity Stage names that should sync into ScopeStack. Leave it blank to see every open opportunity.

Skip Revenue Sync

Check this box to prevent ScopeStack from writing revenue back to the Salesforce opportunity when a project is submitted for approval.

Verifying the Connection

After clicking Continue, Salesforce will prompt you to authorize the connection. Click Allow to grant ScopeStack access to your org. You will be redirected back to ScopeStack.

On this screen: The connection’s Additional Features tab. With CRM checked, CRM Integration Options shows an Opportunity Stages text field and a Skip Revenue Sync checkbox.

To confirm data is flowing correctly, check for synced opportunities under the CRM Opportunities section of any project.