Skip to main content
The Salesforce integration lets Sofie search, read, and prepare updates for Salesforce records when your organization enables it and users connect with authorized Salesforce accounts. Use this guide if you administer Salesforce connected apps or need to coordinate setup with your Salesforce admin.

​
What Sofie can use

Depending on Salesforce permissions and Sofie configuration, Sofie may help with:
  • Searching account, contact, opportunity, or custom-object records.
  • Reading Salesforce record details.
  • Summarizing quality, customer, or project follow-up from CRM records.
  • Preparing record updates for review.
  • Using Salesforce context in chat or workflow handoff.
Salesforce write actions can change external records. Review record names, fields, values, and timing before approving any update.

​
Before you start

You need:
  • Salesforce administrator access.
  • Permission to create or manage a connected app.
  • The Sofie domain users open in the browser.
  • Access to Sofie Organization Settings > Integrations.
  • A decision about production, sandbox, or My Domain login.

​
Callback URL

Add this callback URL to the Salesforce connected app: 
https://<your-sofie-domain>/api/integrations/callback/salesforce
Use the exact Sofie environment domain. Add staging and production callback URLs separately when needed.

​
Create a Salesforce connected app

1

Open Salesforce Setup

In Salesforce, open Setup.
2

Create a connected app

Use App Manager or the connected app setup path available in your Salesforce org, then create a new connected app.
3

Enter basic information

Use a clear name such as Sofie Salesforce Integration and add the administrator contact email.
4

Enable OAuth settings

Turn on Enable OAuth Settings.
5

Add callback URL

Add https://<your-sofie-domain>/api/integrations/callback/salesforce.
6

Add OAuth scopes

Add the scopes your organization approves for Sofie.
7

Save and wait for propagation

Salesforce connected app changes can take time to become available.
Salesforce reference: Connected Apps overview.

​
Configure OAuth scopes

Sofie commonly needs these Salesforce OAuth scopes:
ScopeWhy Sofie may need it
apiAccess Salesforce data through Salesforce APIs according to the connected user’s permissions.
refresh_tokenKeep the connection available after the initial sign-in.
offline_accessSupport continued access where your Salesforce OAuth policy requires it.
Use the least access that supports your approved Sofie workflows. Salesforce reference: OAuth scopes.

​
Copy Salesforce values

After saving the connected app, copy the values Salesforce provides.
Sofie fieldSalesforce value
Client IDConsumer Key.
Client SecretConsumer Secret when required by your Salesforce policy.
Auth Base URLLogin host, such as https://login.salesforce.com, https://test.salesforce.com, or your My Domain URL.
Some Salesforce configurations may allow a public-client or PKCE-style setup. If your Sofie screen marks the secret optional, follow your organization’s Salesforce OAuth policy.

​
Choose the auth base URL

Use the URL that matches the Salesforce org users should connect.
Salesforce environmentAuth base URL
Productionhttps://login.salesforce.com
Sandboxhttps://test.salesforce.com
My Domainhttps://<your-domain>.my.salesforce.com
Use My Domain when your Salesforce org requires it for authentication policy, branding, or SSO.

​
Add values in Sofie

In Sofie, go to Organization Settings > Integrations and open Salesforce. Enter:
  • Client ID.
  • Client Secret if required.
  • Auth Base URL.
Enable Salesforce and save settings.

​
Test the connection

1

Connect a test Salesforce user

Use a user whose Salesforce permissions match a real target user.
2

Search a known record

Ask Sofie to find a known account, contact, or custom-object record.
3

Read record details

Confirm Sofie can summarize fields the test user can see.
4

Test write behavior carefully

If write actions are enabled, use a test record and require Sofie to preview all field changes before updating anything.
5

Confirm audit expectations

Review how your team wants Salesforce changes documented and reviewed.

​
User prompt examples

Find Salesforce records for this account and summarize open quality-related follow-ups. Do not update any record.

Search Salesforce for customer records related to this product issue. Return record name, object type, relevant fields, and questions for the account owner.

Prepare a Salesforce update for this follow-up note, but show me the exact record and fields before making any change.

​
Troubleshooting

Confirm Salesforce is enabled in Sofie, the callback URL matches exactly, the auth base URL points to the right Salesforce org, and the connected app has the approved OAuth scopes.
Confirm the connected Salesforce user can see the record directly in Salesforce. Sofie follows the connected account’s access.
Check Auth Base URL. Use https://test.salesforce.com or your sandbox My Domain for sandbox testing.
Check Salesforce object permissions, field-level security, validation rules, required fields, and whether the connected app policy allows the requested action.

​
Official Salesforce references