Skip to main content
Back to Actions Integrations Connect Salesforce CRM to create, update, search, and delete leads and opportunities. See Salesforce CRM for more information.

​
Authorizations Supported

The XO Platform supports OAuth 2.0 authentication for Salesforce CRM. See Setting Up Authorization Using OAuth v2 for details.
Salesforce CRM integration can only be authorized for Developer and Enterprise editions — not Trial. See Salesforce documentation for account types.
Authorization TypeOAuth – SystemOAuth – Custom
Pre-authorize the IntegrationYesYes
Allow Users to Authorize the IntegrationYesYes

​
Step 1: Enable the Salesforce CRM Action

Prerequisites:
  • Create a developer account in Salesforce CRM Help Center.
  • Copy the Client ID, Client Secret Key, Authorization URL, and Callback URL.
Steps:
  1. Go to App Settings > Integrations > Actions.
  2. Select Salesforce.

​
Pre-authorize the Integration

System Authorization
  1. Go to App Settings > Integrations > Actions and select Salesforce.
  2. In Configurations, select the Authorization tab.
  3. Set Authorization Type to Pre-authorize the Integration > OAuth. Auth type - OAuth
  4. Select the System card and click Authorize. Kore.ai's preconfigured Salesforce app
  5. You are redirected to login.salesforce.com. Enter credentials and click Allow Access.
Custom Authorization
  1. Select Custom and click Select Authorization > Create New. Create new auth
  2. Select OAuth v2. See Setting Up Authorization Using OAuth v2. Auth mechanism - OAuth V2
  3. Enter the OAuth v2 credentials:
    • Call back URL
    • Identity Provider Name
    • Client ID
    • Client Secret
    • Authorization URL
    • Token Request URL
    • Scope
    • Refresh Token URL
    Auth credentials
  4. Click Save Auth, then select the new profile. Authorize
  5. Click Authorize, enter credentials at login.salesforce.com, and click Allow Access.
  6. Click Enable. Integration successful
The Salesforce action moves from Available to Configured after enabling.

​
Allow End User to Authorize

  1. Go to App Settings > Integrations > Actions and select Salesforce.
  2. In Configurations, select the Authorization tab.
  3. Set Authorization Type to Allow Users to Authorize the Integration > OAuth. Auth type - OAuth
System Authorization
  1. Select the System card. Kore.ai's preconfigured Salesforce app
  2. Click Enable. A link is sent to the end user to authorize.
Custom Authorization
  1. Select Custom and click Select Authorization > Create New, following the Custom Authorization steps above.
  2. You can also select an existing profile: Select an existing authorization profile
  3. Click Enable. Enable

​
Step 2: Install the Salesforce Action Templates

  1. On the Integration Successful dialog, click Explore Templates. Explore templates
  2. Click Install to begin installation. Begin installation
  3. Once installed, click Go to Dialog. A dialog task for each template is auto-created. Dialog tasks for each template
  4. Select the desired dialog task and click Proceed. Select desired dialog task and proceed
  5. The dialog task is auto-created and the canvas opens with all required entity nodes, service nodes, and message scripts.