Salesforce x BrandBastion integration is coming soon
To integrate your Salesforce org with BrandBastion, you’ll create an External Client App in Salesforce (OAuth) and then connect it inside BrandBastion using the Consumer Key and Consumer Secret. This connection allows BrandBastion to securely create Salesforce Cases from the BrandBastion platform.
🧾 What You’ll Need
Salesforce Admin access (or permission to access Setup and manage External Client Apps)
Your Salesforce org must have API access enabled, and the user who will authorize the integration must have API Enabled permission
Access to your BrandBastion workspace
A place to copy-paste the Identifier and Client Secret
🛠️ Step-by-Step Guide to Set Up OAuth in Zendesk
1. Open Salesforce Setup
Log into Salesforce.
Click the gear icon (top right).
Click Setup.
2. Open “External Client App Manager”
In the Setup search bar, type External Client App Manager
Open External Client App Manager
3. Create a New External Client App
Click New External Client App
4. Create a New External Client App
Use something descriptive, for example:
External Client App Name: BrandBastion Integration
Contact Email: your admin/IT email
(Other fields can be filled according to your internal policy.)
5. Configure OAuth Settings
In the API (Enable OAuth Settings) section:
Check Enable OAuth
Set Callback URL to https://app.brandbastion.com/settings/integrations
Select OAuth scopes
Manage user data via APIs (api) — required to create/update records (e.g., Cases) via REST APIs
Perform requests at any time (refresh_token, offline_access) — allows BrandBastion to stay connected without repeated logins (stores a refresh token securely)
Access the identity URL service (id, profile, email, address, phone) — helps BrandBastion confirm which user/org authorized the connection
Then click on the “Create” button to create the Client app
6. Verify Your Identity (If Prompted)
Salesforce may require identity verification (email/SMS/authenticator), depending on your org’s security settings. Complete the verification to proceed.
7. Copy the Consumer Key and Consumer Secret
Open your newly created External Client App
Go to its Settings/OAuth area and open Consumer Key and Secret
Copy both values (you’ll paste them into BrandBastion)
⚠️ If you can’t view the Consumer Secret: some orgs require an additional permission to view External Client App consumer secrets. Ask a Salesforce admin to enable the relevant permission (for example, “View External Client App Consumer Secrets…”) or otherwise grant access to view the secret.
Connect Salesforce to BrandBastion
Log into your BrandBastion dashboard
Click your user icon (top right) → Company → Integrations
Click + Add integration → choose Salesforce
Paste:
Consumer Key
Consumer Secret
Click Sign in with Salesforce and complete the Salesforce login/authorization
Once authorized, Salesforce will show as Connected in BrandBastion.