Skip to main content

Salesforce Authentication for Numero Access

This article guides you through securely connecting Salesforce with Numero.

Anand Kumar Sengottaiyan avatar
Written by Anand Kumar Sengottaiyan
Updated over 3 weeks ago

Overview

Connecting Salesforce with Numero ensures automatic synchronization of CRM data including accounts, opportunities, and leads into Numero.

This integration:

  • Eliminates manual data entry

  • Keeps customer information always up-to-date

  • Improves collaboration across sales operations

Below are the steps required to set up a secure Salesforce connection.
​

Connect Salesforce to Numero

Step 1: Establish the OAuth Connection

  1. In Numero, navigate to Settings → Connectors → Salesforce.
    (Administrator access in Numero is required.)

  2. Select Connect to Salesforce and sign in using Salesforce administrator credentials.

  3. This authorizes Numero and creates a secure OAuth connection.

  4. Once complete, open Salesforce in a new browser tab and navigate to Setup.

Step 2: Enable Salesforce Permissions for the Integration

After authorization, Salesforce requires an additional step to confirm and maintain trusted access.

To locate the authorization settings:

  1. In Salesforce Setup, go to Platform Tools in the left menu.
    ​

  2. Select Apps → Connected Apps → Connected Apps OAuth Usage.
    ​

  3. Find Numero in the list.

  4. If an Install button appears, click Install to register the connected app.
    ​

Salesforce may present different activation options based on your org’s configuration and security settings — both supported options are explained below.

Permission Activation Methods

You can choose any one of the following to activate the permissions inside Salesforce.
​

Option 1: Install the Numero Connected App (Recommended)

Provides the highest level of stability and security compliance.

Benefits

  • Full admin visibility into OAuth scopes and access

  • Central control over policies and user permissions

  • Meets Salesforce’s long-term security requirements

Recommended for production environments and ongoing operations.

Option 2: Approve Uninstalled Connected Apps

A quicker alternative that keeps trusted OAuth apps active without installation, often used during testing or phased rollout.
​

Benefits

  • Fast activation with minimal configuration

  • No change to existing security scopes or data access

  • Supported path for maintaining trusted integrations

Configuration Steps

  1. In Salesforce Setup, go to Administration → Users → Profiles.

  2. Select the System Administrator profile (or a custom profile of your choice).
    ​

  3. Under System → System Permissions, enable Approve Uninstalled Connected Apps
    ​

  4. Save your changes.

Note: This permission is already enabled by default for the System Administrator profile.

For custom profiles, it must be added manually.

Why Salesforce Requires This Change

Salesforce introduced updated Connected App Usage Restrictions (effective September 2025).

These updates ensure integrations are explicitly trusted and managed.

To remain active, external OAuth integrations like Numero must be:

  • Installed, or

  • Approved through the “Uninstalled Connected Apps” permission

If neither action is taken, Salesforce may restrict or disconnect the integration over time.

What is an Uninstalled Connected App?

A connected app authorized only through OAuth (not installed via AppExchange) is considered uninstalled.

It is secure, but Salesforce now requires an additional trust signal (install or approval) to keep it active beyond September 2025.

What’s Next?

You are now ready to:

  • Assign permissions to specific users (if needed)

  • Validate that CRM synchronization is active

  • Continue to detailed configuration, reporting, and operational setup

Did this answer your question?