Set Up Point of Sale External Client App for Salesforce Core CRM Connector

Use REST APIs to integrate POS with the Salesforce Core CRM Connector for clienteling purposes. As of Spring '26, new merchants must create an External Client App instead of a Connected App.

Customer must have a Salesforce Core product that has access to Person Account objects. This object is available with core products, including but not limited to Service, Sales, Field Service, Order Management, and other industry clouds. Work with your Salesforce Account Executive to confirm your access to the right supporting Salesforce Product to use as your POS CRM source.

Refer to POS Access List - URLs and IP Addresses for a list of URLs and IP addresses to be allowlisted. This is to turn on the necessary communication. Turn on the Person Accounts feature in your Salesforce environment. Point of Sale's API connectors use queries for "Person Account" account types. It won't function if not turned on.

Important As of Spring '26, new connected apps can no longer be created. New merchants must create an External Client App instead. If you already have a connected app, you can continue using it. See Set Up Point of Sale Connector for Salesforce Core CRM Connector for instructions on using existing connected apps.

1. Create an External Client App in your Salesforce org.
   Follow the steps in Set Up an External Client App for Salesforce Service Cloud to create the External Client App with client credentials flow enabled.
2. After creating the External Client App, obtain the following credentials from Salesforce:
   • Consumer Key (Client ID)
   • Consumer Secret
   • My Domain URL (for example, https://mycompany.my.salesforce.com for production or https://mycompany.sandbox.my.salesforce.com for sandbox)
   • API Version (for example, v51.0)

   

   Important External Client Apps do NOT support generic login endpoints (login.salesforce.com or test.salesforce.com). You must use your My Domain URL.
3. In CMS, go to Store Management | Store Settings | System | Rollout and set Salesforce App Type to EXTERNAL_CLIENT_APP.
4. Update your CRM or OMS settings with your External Client App credentials.
   

   Important When configuring for External Client App:

   • For URL base, use your Salesforce My Domain URL (https://<my-domain>.my.salesforce.com for production or https://<my-domain>.sandbox.my.salesforce.com for sandbox). Do NOT use generic login endpoints (login.salesforce.com or test.salesforce.com).
   • Leave Username and Password fields blank (not required for client credentials flow).
   • For Client ID, enter the Consumer Key from your External Client App.
   • For Client Secret, enter the Consumer Secret from your External Client App.
5. Click SAVE.

OAuth Token Endpoint

Point of Sale uses the following endpoints to obtain access tokens:

• Production: https://<my-domain>.my.salesforce.com/services/oauth2/token
• Sandbox/Dev: https://<my-domain>.sandbox.my.salesforce.com/services/oauth2/token

Important External Client Apps do NOT support generic login endpoints (login.salesforce.com or test.salesforce.com). Always use your My Domain URL.

Note Using SFCC as a CRM with SFOM for orders may cause issues because their customer identifiers don't align. SFCC's customer ID isn't available in SFOM, but the Salesforce Core CRM customer ID is visible in SFOM.