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How Legacy Systems Communicate to Salesforce Using Connected App

Salesforce Connected App

Nov 27, 2025

4 min read

How Legacy Systems Communicate to Salesforce Using Connected App

Introduction

Legacy systems aren’t going anywhere anytime soon. Many organizations still depend on decades-old ERPs, mainframes, or custom-built platforms. But as companies modernize, integrating these old systems with platforms like Salesforce becomes essential. That’s where Salesforce Connected Apps come in.

A connected app acts like a secure gateway, allowing your legacy system to talk to Salesforce using APIs, secure tokens, and OAuth flows.

Understanding Connected Apps

What Is a Salesforce Connected App?

A Connected App is a configurable framework in Salesforce that allows external applications—including legacy systems—to securely access Salesforce data.

It provides:

  • Authentication

  • Authorization

  • Secure token management

  • API access permissions

Key Features of a Connected App

  • OAuth 2.0 authentication

  • Scoped access

  • API access control

  • Token refresh

Why Connected Apps Are Best for Legacy Integrations

Legacy systems often lack modern authentication. A Connected App simplifies this by providing secure credentials and token-based access compatible even with older platforms.

Types of Communication Methods for Legacy Systems

REST API

Lightweight, modern, perfect for most systems.
Learn more: Salesforce REST API

SOAP API

Ideal for XML-based older systems.
Learn more: Salesforce SOAP API

OAuth 2.0 Authentication Flow

The backbone of secure communication between legacy systems and Salesforce.
Details here: OAuth 2.0 Salesforce

Preparing the Legacy System for Integration

Requirements

  • Ability to make HTTPS calls

  • Store access tokens

  • JSON/XML support

Secure Token Handling

Tokens must be encrypted or stored securely.

Network & Firewall

Salesforce IPs may need whitelisting.
Reference: Salesforce IP Ranges

Step-by-Step Guide to Creating a Connected App

Enabling OAuth Settings

This generates keys for authentication.

Selecting OAuth Scopes

Common scopes:

  • API

  • Refresh Token

  • Full Access

Scopes list: Salesforce OAuth Scopes

Callback URL

Legacy systems using Username-Password flow may use a dummy callback URL.

Managing Consumer Key & Secret

These work like credentials and must be kept secure.

Authentication Flows for Legacy Systems

Username-Password OAuth Flow

Best for systems without UI.
Guide: OAuth Username-Password Flow

JWT Bearer Flow

More secure; requires certificates.
Guide: OAuth JWT Flow

Web Server Flow

Used when there’s a user login/UI.

Which Flow Is Best?

Most legacy integrations use:

  • Username-Password Flow

  • JWT Flow (if certificates supported)

How Data Travels Between Legacy System and Salesforce

Request → Authentication → Response flow:
Legacy → Token → API Request → Salesforce → Data Returned

Access Tokens

Tokens expire over time.

Refresh Tokens

Useful for long-running integrations.
Learn more: Salesforce Token Lifecycle

Using REST API in Legacy Systems

Example:

GET /services/data/v62.0/sobjects/Account HTTP/1.1 Authorization: Bearer <access_token>

Response comes in JSON.

Using SOAP API in Legacy Systems

SOAP uses WSDL & XML.
WSDL reference: Salesforce WSDL

Use SOAP When:

  • System uses XML

  • Complex transactions

  • Strict message structure required

Security Best Practices

  • IP restrictions

  • Short token expiry

  • Protect consumer keys

  • TLS 1.2+ required

Salesforce security guide: Salesforce Security Guide

Common Challenges & Solutions

Token Expiry: Use refresh tokens
Legacy TLS Issues: Upgrade to TLS 1.2
Slow Processing: Use batch APIs
Batch API info: Salesforce Bulk API

Real-World Integration Flow

Legacy system → Token request → Salesforce → Token → API operation → Response

Future-Proofing Legacy Integrations

Middleware

Tools like MuleSoft, Boomi, Workato help modernize integrations.

Event-Driven Architecture

Use Platform Events for near real-time communication.

Conclusion

Connecting legacy systems to Salesforce using a Connected App is secure, scalable, and reliable. OAuth flows, REST/SOAP APIs, and token-based authentication make even the oldest systems capable of modern communication.

FAQs

1. Can any legacy system integrate with Salesforce?
Yes, if it supports HTTPS and token handling.

2. Best OAuth flow for old systems?
Username-Password Flow.

3. What if JSON isn’t supported?
Use SOAP API.

4. Is a Connected App required?
Yes, for external secure access.

5. Can these integrations be automated?
Yes — scheduled jobs can run API calls.

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