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 | Callback URL | |
| Canon Connect | support@canonconnect.io | https://app.canonconnect.io/api/oauth2/salesforce/callback |
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 |
Principals
| 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
|
Connect_Login |
https://app.canonconnect.io/
|
True |
Authentication
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 |