CRM

Salesforce + your agents

Push your deals to Salesforce as Opportunities.

Who uses this connection

  • Deals board

What you paste (3)

Salesforce

Push your Brohns deals into Salesforce as Opportunities.

Consumer key (Connected App)

Salesforce consumer secret

The Connected App's consumer secret.

Consumer secret

Salesforce My Domain URL

Your org's My Domain (https://yourorg.my.salesforce.com).

https://yourorg.my.salesforce.com

How to get it

Salesforce

  1. 1Setup → App Manager → New Connected App: enable OAuth, tick 'Enable Client Credentials Flow'.
  2. 2Under the flow settings, pick a run-as user (an integration user with API access).
  3. 3Copy the Consumer Key here, the Consumer Secret in the field below.
  4. 4Add your My Domain URL (Setup → My Domain) in the third field.
Salesforce docs

Salesforce consumer secret

  1. 1Go to the provider's website and sign in (or create an account).
  2. 2Open the developer / API settings and create a client secret.
  3. 3Copy the client secret and paste it here, then Save.

Salesforce My Domain URL

  1. 1Go to help.salesforce.com and sign in (or create an account).
  2. 2Open the developer / API settings and create a webhook URL.
  3. 3Copy the webhook URL and paste it here, then Save.
Salesforce My Domain URL docs

What it can't do on its own

Your key is stored encrypted, per user, and read server-side only — just in time, for one action. It never reaches the browser and never reaches a model.

Anything outward-facing — sending, publishing, paying, changing an order — waits for your approval, and that gate lives on the server. Refusals land in the same append-only audit trail as the things that went through.

How the trust ladder works · How it's enforced

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