Connect Salesforce

Summance reads organization and opportunity data from Salesforce so your billing reflects the deals your team closes. Connecting it takes a few minutes of setup by a Salesforce admin, using a dedicated connected app scoped to exactly what Summance needs.

Before you start

Requires a Salesforce org with API access — Enterprise Edition and above include it; Professional Edition needs the API add-on.
You'll need a Salesforce admin to complete setup: creating the connected app and a dedicated integration user for it to run as.

Create your connected app

In Salesforce Setup, go to External Client Apps → New External Client App. Give it a name (e.g. "Summance integration") and enable OAuth with the api scope.
Turn on the Client Credentials Flow — once under the app's Flow Enablement settings, and again under Policies → OAuth Policies, where you'll set a Run-As user.
Set the Run-As user to a dedicated integration user with only the permissions Summance needs — not a personal admin login. This ensures the connection's access is exactly as broad as that user's permissions.
On the app's Settings tab, generate the Consumer Key and Secret (Salesforce emails you a verification code first).
You'll also need your org's My Domain URL — the address your org uses to log in, such as yourcompany.my.salesforce.com.
Enter the consumer key, secret, and My Domain URL into Summance when you connect Salesforce.

What Summance does with your credential

Before storing anything, Summance runs a single read-only lookup to confirm the credential and My Domain URL work together. From then on, Summance exchanges the pair for a short-lived session behind the scenes for every request — it never stores a long-lived Salesforce login, only the connected app credential you provided.

Disconnecting

Disconnect any time from Summance's Integrations page. Disabling or deleting the connected app on the Salesforce side revokes access immediately as well.