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Set Up Your Salesforce External Client App

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Melissa Gerace
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The Client App allows anyone with access to Salesforce to see important account information like usage data, NPS scores, account tags, and ChurnScores. 

Before You Begin

You’ll need Salesforce Admin permissions to create an External Client App in Salesforce. You’ll also need Admin access in ChurnZero to copy your OAuth callback URL and complete the authorization process.

Set Up and Authorize the Salesforce Integration

  1. Go to Setup in Salesforce.
  2. In the Quick Find search, search for External Client App Manager.
  3. Click New External Client App.
    • In the External Client App Name field, enter a descriptive name such as ChurnZero Integration.
    • In the Contact Email field, enter the email address of a Salesforce admin or internal owner.
    • Set the Distribution State to Local.
  4. Under OAuth settings, select Enable OAuth Settings.
  5. In ChurnZero (Admin > Integrations Hub > Salesforce), copy the OAuth Callback URL from your Salesforce integration settings. Paste the callback URL into the Callback URL field in Salesforce.
  6. Under OAuth scopes, add the following permissions:
    • Manage user data via APIs
    • Manage user data via web browsers
    • Perform requests at any time
    • Leave all Flow Enablement options unchecked.
  7. In the Security section, confirm the following:
    • Require Secret for Web Server Flow is enabled.
    • Require Secret for Refresh Token Flow is enabled.
    • Refresh Token Rotation is enabled.
    • Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows is enabled (RECOMMENDED). ChurnZero supports PKCE for Salesforce OAuth. Enabling this setting improves authorization security and is recommended for all new setups.
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  8. Click Create to save the External Client App.
  9. Open the External Client App you just created.
  10. In ChurnZero, go to Admin > Integrations Hub.
  11. Open the Salesforce integration and click View Details.
    2026-02-06_09-35-10.png
  12. Go to the External Client App tab. 
    2026-02-06_09-36-19.png
  13. Go back to your External Client App's OAuth settings. Copy your Consumer Key and paste it into the corresponding field in ChurnZero. 
  14. In the Client App's OAuth settings, copy your Consumer Secret and then paste it into the corresponding field in ChurnZero. 
  15. Click Save.
  16. Click Authorize and log in to Salesforce when prompted.
  17. Approve access to complete authorization.

Enable Canvas App

This next portion of the setup is optional. You will need to follow these steps in order to share reports from ChurnZero in Salesforce. (For more information on sharing reports: Share Reports to Salesforce) 

  1. Click Create to save the External Client App.
  2. Open the External Client App you just created.
  3. Scroll to the Canvas App section.
  4. Select Enable Canvas App.
  5. In ChurnZero, go to Admin > Integrations Hub > Salesforce and click View Details.
  6. On the External Client App tab, copy the Canvas App URL.
  7. Return to Salesforce and paste the URL into the Canvas App URL field.
    image (5).png
  8. Under Locations, add your Visualforce pages.
    image (5).png
  9. Leave all other settings at their defaults.
  10. Click Save.
  11. In the External Client App’s OAuth settings, copy the Canvas app API name. This value is required when creating your Visualforce page.
  12. Follow the rest of the sharing instructions found in Share Reports to Salesforce.

Once your integration is authorized and ready to go, you can begin moving through the rest of the setup process. You can move freely between subsections and tabs - you are not locked into a specific workflow process. Our set-up articles document each tab so that you can easily focus on the tab you're working on. For more information about setting up your integration in general or about specific tabs, see the other articles in this section: 

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