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Install Guide / Step 3

Configure Datatrax Settings

Connect your Salesforce org to your Datatrax account, then configure the org-wide settings.

Connect your Salesforce org

The first step authorizes Datatrax to write results back to your Salesforce org. This uses a secure OAuth connection — Datatrax never stores your Salesforce password.

  1. Log into your Datatrax portal and go to Settings.
  2. Under Salesforce Connection, click Connect production org or Connect sandbox org depending on your target environment.
  3. On the "Connect [Production/Sandbox] Org" screen, enter the Consumer Key and Consumer Secret from the External Client App you created in the previous step, then click Authorize with Salesforce →.
  4. You'll be redirected to Salesforce to authorize the Datatrax connection. Log in if prompted, then click Allow.
  5. After authorizing, you'll be returned to the Datatrax portal. Your org will show as connected.
Salesforce takes a few minutes to activate new External Client Apps. If you see an error like error=invalid_request&error_description=missing%20required%20code%20challenge, wait 5-10 minutes for Salesforce to fully activate the app, then try connecting again. This is normal and not an error with your setup.

Copy your License Key, Endpoint URL, and HMAC Secret

After successfully connecting your org, the Datatrax portal displays your credentials. You'll need these for the Salesforce configuration:

  1. On the Datatrax portal Settings page, copy your License Key (starts with dtx_).
  2. Copy the Heroku Endpoint URL: https://www.getdatatrax.com
  3. Copy your HMAC Secret. Keep this private — anyone with this value can send authenticated requests to your Datatrax endpoint.

Open Datatrax Settings in Salesforce

  1. In your Salesforce org, go to Setup.
  2. In the Quick Find box, type Custom Settings and click it.
  3. Find Datatrax Settings in the list and click Manage.
  4. Click New next to Default Organization Level Value to create the org-wide default.

Enter your credentials

  1. Paste your HMAC Secret into the HMAC Secret field.
  2. Enter https://www.getdatatrax.com into the Heroku Endpoint URL field.
  3. Paste your License Key into the License Key field.
  4. Click Save.
Keep your HMAC Secret private. Anyone with this value can send authenticated requests to your Datatrax endpoint. Treat it like a password — don't share it in Slack, email, or public repositories. Once you enter it into Salesforce Custom Settings, you can always retrieve it again from there if needed.

Verify the settings

In the Datatrax portal, go to Settings and check the Connected Salesforce Orgs table. Confirm the following for your org:

  • Name — Your org's name
  • Type — Production or Sandbox
  • Status — Connected (green indicator)
  • Org ID — Your 18-character Salesforce Org ID
  • License Key — Matches what you entered in Salesforce Custom Settings
Why is this required? When Datatrax finishes processing a data load, it writes the results — status, record counts, and error details — back to the Data Load Request record in your Salesforce org. The OAuth connection gives Datatrax the API access needed to do that.
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