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: If your Salesforce org requires PKCE, you will need to enable that option during the ScopeStack setup step below.

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 > 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 configuration panel.

Click the Add Integration button in the top right corner.

On this screen: The Salesforce integration panel shows any existing integrations and an Add Integration button in the top right corner.

Enter your Salesforce integration information and click Continue.

On this screen: A form appears with four fields: OAuth Host, Salesforce Host, Consumer Key, and Consumer Secret.

Configuration Options

OAuth Host

The Salesforce OAuth authorization endpoint. Use https://login.salesforce.com for production or https://test.salesforce.com for sandboxes. Learn more. 

Salesforce Host

Your Salesforce instance URL, following the pattern https://something.my.salesforce.com. This identifies the specific Salesforce org ScopeStack will connect to.

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.

Opportunity Stages

After the initial connection, select which Salesforce Opportunity Stages should sync into ScopeStack.

Skip Revenue Sync

Under Additional Features, enable this toggle 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 Salesforce integration settings page shows a list of Opportunity Stages with checkboxes to select which stages sync to ScopeStack, and an Additional Features section with a toggle to skip revenue sync on project approval submission.

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