How to Create an External Client App in Salesforce

Summary

This article provides detailed steps on how to create a new External Client App within your Salesforce instance. This is the first major step in setting up a secure integration with an external application.

When to Use This

Follow this guide when you need to begin the process of connecting an external service to your Salesforce account. You must have administrative privileges in your Salesforce environment to perform these actions.

How to Create an External Client App in Salesforce 3024x1964

Step-by-Step Instructions

1. Log in to Salesforce: Access your Salesforce account with administrator credentials.
2. Navigate to Setup: Click the gear icon in the top-right corner and select 'Setup' from the dropdown menu.
3. Find the App Manager: In the 'Quick Find' search box on the left, type "External" and click on 'External Client App Manager' under the 'Apps' section.
4. Create a New App: Click the 'New External Client App' button.
5. Enter Basic Information: Fill in the required fields:
   • External Client App Name: Give your app a recognizable name (e.g., 'YourApp Integration').
   • Contact Email: Enter a valid administrative email address.
6. Set Distribution State: Leave the 'Distribution State' set to 'Local'.
7. Provide Optional Details: You can add a 'Description' or specify URLs for a logo and icon if desired.
8. Save the App: Click 'Create' to save the initial app configuration. You will configure API and security settings in the next steps.

Common Questions (FAQs)

Do I need to be a Salesforce admin to create an app? Yes, creating and managing External Client Apps requires administrator permissions in Salesforce.

What should I put for the app name? Use a clear and descriptive name that will help you and other admins easily identify the purpose of the integration.

Can I edit these details after the app is created? Yes, you can always navigate back to the 'External Client App Manager', select your app, and click 'Edit' to modify its information and settings.

Troubleshooting Tips

• Cannot Find 'External Client App Manager': If you cannot find this option, verify that you are logged in with a user profile that has the necessary administrative permissions.
• Error When Saving: If you receive an error upon clicking 'Create', ensure all mandatory fields (marked with a red asterisk) have been filled out correctly.