CRM & sales

Connect Salesforce

Connected App + one OAuth exchange — 15 minutes (or we do it live).

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  1. Go to Setup → App Manager → New Connected App. Name it Bilazann, enable OAuth Settings, set any callback URL (e.g. https://login.salesforce.com/services/oauth2/success), and click to select these three scopes from the list: api, refresh_token, offline_access.
  2. Save, then wait about 10 minutes — Salesforce needs time to propagate a new Connected App before it works.
  3. Back in the app's details, copy the Consumer Key and Consumer Secret.
  4. Getting a refresh token needs one real OAuth login exchange (not just a click) — we'll do this together on a call rather than have you run it solo.
  5. Tell us if this is a Sandbox or Production org.

Steps 1–3 you can do entirely on your own; step 4 is the one we do together.

Stuck, or would rather we just did this?

Message us on WhatsApp or email info@bilazann.com — we'll walk through Salesforce with you, screen-share or voice, whichever's easier.