Salesforce Phone Integration

The Salesforce Phone Integration is a manageable setup for anyone following this guide. We’re happy to help or complete the setup entirely for you as well. Once setup, new Leads & contacts will start to sync to Connect. Existing leads and contacts will sync when they are updated

Below you will helpful material to copy and paste during the setup, plus the video guide.

Install the Package

First, you need the app. You can install the package directly into a salesforce org via these links


Create Connected App

Create a Connect App using the following settings


Name Email Callback URL
Canon Connect


Ensure the following OAuth scopes have been selected


Access the identity URL service (id, profile, email, address, phone)
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
Access unique user identifiers (openid)

Create Credentials

A named credential allows you to use the OpenAI securely by keeping your API key encrypted. You need to create the Named Credential for this app to work.

Create an External Credential

External Credential Naming

Label Name Authentication Protocal

Canon Connect


Canon_Connect Custom


Paremeter Name Parameter 1 Name Value
Token Token Your Canon Connect API Key

Custom Headers

Name Value
Authorization Token {!$Credential.Canon_Connect.Token}

Creating a Named Credential

Named Credential Label

Label Name URL Enabled for Callouts
Connect Login


Select you “OpenAI API” External Credential

Callout Options

Generate Authorization Header Allow Formulas in HTTP Header Allow Formulas in HTTP Body Managed Package Access
False True True canon_app

Custom Headers

Create two Custom Headers

Name Value
Accept application/json
Content-Type application/json