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Connect your Salesforce Sales Cloud to CommissionKit. The connector syncs users as sales reps and opportunities as deals automatically.

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How data flows

Salesforce doesn’t track payments directly. CommissionKit assigns a default payment status to closed-won opportunities. You can customize this from the ⋮ menu → Payment Defaults.

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Authentication

CommissionKit uses OAuth 2.0 via External Client App. Just Client ID + Client Secret.

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External Client App Setup

  1. In Salesforce Setup, go to Apps > App Manager
  2. Click New Connected App → select External Client App
  3. Fill in:
    • External Client App Name: CommissionKit
    • Contact Email: your email
  4. Under Scopes, add:
    • Manage user data via APIs (api) — click the arrow to move it to Selected Scopes
  5. Click Save
  6. After saving, click on your new app name in App Manager
  7. Find the OAuth Policies section → OAuth Flows and External Client App Enhancements
  8. Check Enable Client Credentials Flow
  9. In the Run As field that appears, enter your admin username (e.g. [email protected])
  10. Click Save
  11. Go back to the app → click Manage Consumer Details → copy the Consumer Key and Consumer Secret
  12. In CommissionKit, go to Integrations → select Salesforce CRM
  13. Enter:
    • Instance URL: https://yourdomain.my.salesforce.com (NOT salesforce-setup.com or lightning.force.com)
    • Client ID: your Consumer Key
    • Client Secret: your Consumer Secret
  14. Click Connect
Your Instance URL is your Salesforce My Domain — find it under Setup → My Domain. It looks like https://yourname.my.salesforce.com. Do NOT use salesforce-setup.com or lightning.force.com — those are UI-only domains.

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Stage behavior

Salesforce stages are auto-discovered via the OpportunityStage metadata object: Which opportunities get synced: by default, all opportunities are synced regardless of stage. Use the ⋮ menu → Stage Filter to select specific stages to import. Use Stage Mapping to customize how Salesforce stages map to CKit stages.

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Required scopes

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What syncs

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Prerequisites

  • Salesforce Sales Cloud (Professional, Enterprise, or Unlimited edition)
  • API access enabled (included in Enterprise and above; available as add-on for Professional)
  • A Connected App with API scope, or a Security Token

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Connector features

The ⋮ dropdown on the connected card provides:

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Sync schedule

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Payment status

CRMs don’t track payments, so CommissionKit assigns a default status to closed-won opportunities on import. You can change it from the ⋮ menu → Payment Defaults: Deals in non-closed-won stages always import as unpaid regardless of this setting.

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Troubleshooting

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”request not supported on this domain”

You’re using the wrong Instance URL. Use your Salesforce My Domain URL (e.g. https://yourname.my.salesforce.com), NOT salesforce-setup.com or lightning.force.com.

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”no client credentials user enabled”

Your External Client App needs a Run As user. Go to the app → OAuth Policies → OAuth Flows and External Client App Enhancements → check Enable Client Credentials Flow → enter your admin username in the Run As field → Save.

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”Connection test fails”

  • Instance URL: make sure you’re using https://yourname.my.salesforce.com, not salesforce-setup.com
  • External Client App: Client ID and Client Secret are the Consumer Key and Consumer Secret from Manage Consumer Details
  • API access: ensure the Run As user has API access (Setup → Users → Profile → Administrative Permissions → API Enabled)

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“0 reps found”

  • Check that users have IsActive = true in Salesforce
  • The authenticating user must have read access to the User object

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”0 deals found”

  • Make sure opportunities are marked as Closed Won (IsWon = true)
  • Opportunities without an Owner are skipped — assign an owner in Salesforce
  • Sync Reps first, then Deals