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This guide walks you through creating a Salesforce Connected App and obtaining the credentials needed to connect Salesforce to Retell AI.
Retell uses the OAuth 2.0 Client Credentials flow for server-to-server authentication. This means no interactive login is required — Retell authenticates directly using the credentials you provide.

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Prerequisites

  • A Salesforce edition with API access (Enterprise, Unlimited, Developer, or Performance)
  • System Administrator permissions in Salesforce
  • A dedicated integration user account (recommended)

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Step 1: Create a Connected App

1

Open App Manager

Log in to Salesforce as an administrator. Click the gear icon in the top-right corner, then select Setup.In the Quick Find box, type External Client App and click on it.
2

Create a new External Client App

Click New Connected App in the top-right corner.Fill in the Basic Information section:
  • App Name: Enter a descriptive name (e.g., Retell AI Integration)
  • API Name: Auto-populated from the name
  • Contact Email: Your admin email address
New External Client App

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Step 2: Enable OAuth Settings

1

Enable OAuth

Scroll down to the API (Enable OAuth Settings) section and check Enable OAuth Settings.
2

Set callback URL

Enter a placeholder Callback URL such as:
The Client Credentials flow does not use a callback URL, but the field is required.
3

Enable Client Credentials Flow

Check Enable Client Credentials Flow. This is the critical setting that allows Retell to authenticate without interactive login.
4

Select OAuth scopes

Under Selected OAuth Scopes, add the following scopes from the Available list:
  • Manage user data via APIs (api) — required for REST API calls
  • Perform requests at any time (refresh_token, offline_access)
Alternatively, select Full access (full) for complete API access.
Config OAuth
5

Save the Connected App

Click Save.
Salesforce may take up to 10 minutes to propagate changes after saving. Wait before attempting to use the credentials.

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Step 3: Get Consumer Key and Consumer Secret

1

View consumer details

After saving, you’ll be taken to the Connected App detail page. Click Consumer Key and Secret.You may be prompted to verify your identity via an email verification code.
2

Copy your credentials

Copy and securely store both values:
  • Consumer Key — this is your Client ID
  • Consumer Secret — this is your Client Secret Consumer Key and Consumer Secret
Treat the Consumer Secret like a password. Never share it in plaintext or commit it to source control.

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Step 4: Configure App Policies

1

Open the Policies tab and edit

OAuth Policies:
  • Enable Client Credentials Flow.
2

Set the Run-As user

Under the Client Credentials Flow section, select a Run As user. This is the Salesforce user whose permissions the integration will use for all API calls.
OAuth Policies configuration
3

Save the policies

Click Save.

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Step 5: Connect Salesforce in Retell

1

Navigate to Integrations

In the Retell Dashboard, go to the Integrations section and select Salesforce.
2

Enter your credentials

Enter the Client ID (Consumer Key) and Client Secret (Consumer Secret) from Step 3.Provide your Salesforce domain URL (e.g., https://your-org.my.salesforce.com).
Entering Salesforce credentials in Retell