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Most customers should use 1-click authentication from the Integrations page. The instructions below are for manual or advanced setups only.

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Est. Setup Time: 10 minutes

To setup the integration, you must be a BenefitFlow Admin and a Salesforce Admin with read/write privileges for all fields
1
Login to Salesforce and click the “Setup” button in the top right of your screen
Login to Salesforce and click the “Setup” button in the top right of your screen
2
Search for “App Manager” on the left side of the screen
Search for “App Manager” on the left side of the screen
3
Create a new connected app by clicking the “New Connected App” button on the top right of the screen
Create a new connected app by clicking the “New Connected App” button on the top right of the screen
4
Enter in the values exactly as they are below and click save at the bottom of the screen
Callback URL: https://prod-api.benefit-flow.com/crm-integration/callback
Enter in the values exactly as they are below and click save at the bottom of the screen
Enter in the values exactly as they are below and click save at the bottom of the screen
Note: ** Ensure that PKCE is Disabled**
5
Scroll to the bottom and click “Save”
Note: It may take ~10 minutes for the new App to save in Salesforce.
6
Get the login credentials by clicking the “Manage Consumer Details” button below
Get the login credentials by clicking the “Manage Consumer Details” button below
7
Copy the consumer key and secret
Copy the consumer key and secret
8
Navigate to the “Integrations” page in BenefitFlow
Navigate to the “Integrations” page in BenefitFlow
9
Click the “Connect” button to connect to Salesforce
Click the “Connect” button to connect to Salesforce
10
Enter in the “Consumer Key” and “Consumer Secret” from Salesforce then click “Save”
Enter in the “Consumer Key” and “Consumer Secret” from Salesforce then click “Save”
11
Success!
Success!
Last modified on February 12, 2026