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Sales Ask logs a completed Task on the matched Account or Opportunity, pulls Opportunities and Events, and lets reps create new Accounts and Opportunities.

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What Sales Ask uses in Salesforce

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What you need

  • Consumer Key
  • Consumer Secret
  • Salesforce Domain
Creating the app requires a Salesforce administrator. Have your Salesforce admin complete these steps.

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Create an external client app

Since Spring ‘26, Salesforce no longer lets you create new connected apps, so create an external client app instead. If you already set up a connected app for Sales Ask, it keeps working.
  1. In Salesforce, go to Setup → External Client App Manager → New External Client App.
  2. Enter Sales Ask as the name, add a contact email, and set Distribution State to Local.
  3. Under API (Enable OAuth Settings), check Enable OAuth.
  4. For Callback URL, enter https://app.salesask.com/oauth/callback. The client credentials flow doesn’t use it, but Salesforce requires a value.
  5. Under OAuth Scopes, add only Manage user data via APIs (api).
  6. Under Flow Enablement, check Enable Client Credentials Flow, then click Create.
  7. Open the app’s Policies tab and click Edit. Under OAuth Flows and External Client App Enhancements, check Enable Client Credentials Flow and set Run As to the user Sales Ask acts as. Click Save.
  8. On the Settings tab, open OAuth Settings and click Consumer Key and Secret. Copy the Consumer Key and Consumer Secret. Salesforce may ask you to verify your identity first.
  9. Copy your Salesforce domain from the browser address bar while logged in, for example mycompany.my.salesforce.com. Include the full .my.salesforce.com.
A new app can take a few minutes to become active. If Sales Ask can’t connect straight away, wait a few minutes and save again.

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Run As user permissions

Sales Ask acts as the Run As user, so that user needs:
  • Read access to Accounts, Opportunities, Events, and Users
  • Create access to Tasks, so Sales Ask can log calls
  • Create access to Accounts and Opportunities, if reps create new clients from Sales Ask
  • API Enabled in their profile or a permission set

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Connect in Sales Ask

  1. Go to Settings → Integrations and search for Salesforce.
  2. Paste the Consumer Key, Consumer Secret, and Salesforce Domain.
  3. Choose a matching method and click Save.