Salesforce agents

Enables users to search for contacts from a Salesforce organization.

Create an External Client App in Salesforce

1. Refer to Salesforce's documentation to create a new external client app in your Salesforce org.

   • Expand the API (Enable OAuth Settings) section and ensure the Enable OAuth checkbox is checked.

   • In the Callback URL field, enter {ORG_ORIGIN}/agent/salesforce/response (replace {ORG_ORIGIN} with the correct origin for the org, e.g. https://{ORG_NAME}.is.here.io).

   • In the OAuth Scope list, select the following scopes:

     • Manage user data via APIs (api)
     • Perform requests at any time (refresh_token, offline_access)

   • In the Flow Enablement section, ensure the following option is checked:

     • Enable Authorization Code and Credentials Flow

   • In the Security section, ensure the following options are checked:

     • Require secret for Web Server Flow
     • Require secret for Refresh Token Flow
     • Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows

2. Once created, open the Settings tab, expand the OAuth Settings section, and click the Consumer Key and Secret button. Copy the consumer key and secret values — they will be used in later steps.

Add the agent in Admin Console

If this agent is enabled for your Enterprise Browser Instance (it can be enabled upon request), follow these steps:

1. In the Admin Console, navigate to the Content page. Click Create and then Agent.

2. Select Salesforce.

3. Add a Description or keep the default one provided. Enter the Salesforce Org URL, Consumer Key, and Consumer Secret values provided by Salesforce in the previous section.

4. Click the Grant Access button. Choose which users or groups need access to the agent.

5. Click the Create Agent button. The agent is added to the Content page, but not yet activated.

6. To activate the agent, click the Action ⋮ menu on the agent and select Activate.