Unlike the token-based CRMs, Salesforce uses enterprise OAuth — you don't paste anything. You click a button, get redirected to Salesforce, authorize, and come back.
Before you start
- Salesforce org of any kind (Production, Developer Edition, Sandbox).
- The Anexus app must be installed in your Salesforce org for cross-org access. If you're testing in your own org, your admin (which may be you) needs to install the Anexus package. Contact us for the install URL if you're an early customer.
- Your Salesforce admin may need to approve the OAuth connection the first time someone in your org uses it.
Step 1 — Click Connect with Salesforce
In Anexus, Settings → CRM Integrations → Salesforce.
Click Connect with Salesforce. You're redirected to Salesforce's login page.
Step 2 — Log in and authorize
Sign in with your normal Salesforce credentials.
Salesforce shows you a consent screen listing what Anexus is asking permission to do:
- Access and manage your data via APIs (so we can create Contacts)
- Perform requests at any time (so we can keep syncing even when you're not logged in)
Click Allow.
Salesforce redirects you back to Anexus. The Salesforce card flips to a green "Connected" state with your Salesforce org ID.
What syncs to Salesforce
Each captured Anexus contact becomes a Salesforce Contact record. We do an upsert by email:
- If a Contact with that email already exists in your Salesforce org, we update it.
- If it doesn't, we create a new one.
This avoids the duplicate-detection rules that Salesforce orgs often have — we never blindly insert without checking first.
Fields synced:
- FirstName, LastName (LastName is required by Salesforce — defaulted to "Unknown" if absent)
- Phone
- Title
Use Sync past contacts on the Salesforce card to backfill anything captured before connecting.
If something goes wrong
"Invalid Client" or "OAUTH_EC_APP_NOT_FOUND" on the consent screen
The Anexus app hasn't been installed in your Salesforce org yet, or your admin has restricted Connected Apps. Contact us for the install URL and pass it to your Salesforce admin.
"Use one of these records?" errors during sync
This is Salesforce's Duplicate Rule flagging a record. Anexus handles this automatically by upserting — if you still see these errors, your org's Duplicate Rules are blocking even our upsert. Ask your Salesforce admin to set the Anexus Connect app's Duplicate Rule policy to "Allow Save."
Access token expired
Salesforce access tokens expire after about an hour, but we automatically refresh them using the refresh token (which is valid until revoked). You should never see this error in normal operation. If you do, click Test on the Salesforce card — if it fails, disconnect and reconnect.
How to disconnect
Click Disconnect in Anexus. To also revoke on Salesforce's side: in Salesforce, Setup → Connected Apps OAuth Usage, find Anexus Connect, click Block.
For Salesforce admins
Anexus accesses your org with the standard api and refresh_token OAuth scopes. We only touch the Contact object. No data leaves your Salesforce org without your user's explicit consent. You can audit all our API calls in Setup → Login History filtered by Application = Anexus Connect.