{"id":5435,"date":"2025-10-07T12:00:46","date_gmt":"2025-10-07T10:00:46","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=5435"},"modified":"2026-03-26T10:26:08","modified_gmt":"2026-03-26T09:26:08","slug":"salesforce-api-connector","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/salesforce-api-connector\/","title":{"rendered":"Salesforce API connector"},"content":{"rendered":"\n<figure class=\"wp-block-image alignright is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"400\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/09\/Smart-licence-needed-2.png\" alt=\"\" class=\"wp-image-3984\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p>[<em>Reading time: 4 minutes<\/em>]<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p>The Salesforce API connector allows you to integrate Salesforce CRM with INO cx.<\/p>\n\n\n\n<p>The connector requires configuration both on the Salesforce side (package installation, connected app, custom fields) and on the INO cx side (authentication method, CRM v2 setup, scenarios, and profile association).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Prerequisites<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A valid Salesforce account with administrator access.<\/li>\n\n\n\n<li>Salesforce user(s) with matching username(s) with INO cx.<\/li>\n\n\n\n<li>An INO cx account with the correct rights in the Maker.<\/li>\n\n\n\n<li>The INO V4 package for Salesforce (v1.10).<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">I- Salesforce Configuration<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. Package Installation<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log in to Salesforce with an administrator account.<\/li>\n\n\n\n<li>Install the <strong>INO V4 package<\/strong> for Salesforce v1.10: <a href=\"https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04td10000004bFV\" data-type=\"link\" data-id=\"https:\/\/login.salesforce.com\/?ec=302&amp;startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tJ7000000gP5i\" target=\"_blank\" rel=\"noreferrer noopener\">CLICK HERE<\/a><\/li>\n\n\n\n<li>(For sandbox: <a href=\"https:\/\/test.salesforce.com\/packaging\/installPackage.apexp?p0=04td10000004bFV\" data-type=\"link\" data-id=\"https:\/\/test.salesforce.com\/packaging\/installPackage.apexp?p0=04td10000004bFV\" target=\"_blank\" rel=\"noreferrer noopener\">CLICK HERE<\/a>)<\/li>\n\n\n\n<li>Follow the installation process.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">2. Trusted URLs<\/h3>\n\n\n\n<p>Starting from package version 1.10, the package automatically registers the domain <code>https:\/\/*.ino.cx<\/code> as a <strong>Trusted URL<\/strong> in Salesforce. This is required to allow the INO CX iframe to load inside Salesforce.<\/p>\n\n\n\n<p>During the package installation, an <strong>Approve Third-Party Access<\/strong> dialog will appear. Make sure the checkbox &#8220;Yes, grant access to these third-party web sites&#8221; is checked, then click <strong>Continue<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"518\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.06.18-1024x518.png\" alt=\"\" class=\"wp-image-6200\" style=\"width:450px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.06.18-1024x518.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.06.18-300x152.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.06.18-768x389.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.06.18-50x25.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.06.18-60x30.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.06.18-100x51.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.06.18.png 1352w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once the installation is complete, you can verify the configuration by going to <strong>Setup &gt; Security &gt; Trusted URLs<\/strong>. You should see an entry named <strong>INOCX<\/strong>, with the URL <code>https:\/\/*.ino.cx<\/code>, marked as <strong>Active<\/strong> and with CSP Context set to <strong>All<\/strong>.<\/p>\n\n\n\n<p><em>Note: Replace * with your domain name<\/em>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"445\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.08.22-1024x445.png\" alt=\"\" class=\"wp-image-6201\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.08.22-1024x445.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.08.22-300x130.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.08.22-768x334.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.08.22-50x22.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.08.22-1536x668.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.08.22-2048x890.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.08.22-60x26.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.08.22-100x43.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you click <strong>Edit<\/strong> on this entry, you can see that all CSP directives are enabled (connect-src, font-src, frame-src, img-src, media-src, style-src). This is a managed Trusted URL, meaning only certain attributes can be modified.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"771\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.09.05-1024x771.png\" alt=\"\" class=\"wp-image-6202\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.09.05-1024x771.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.09.05-300x226.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.09.05-768x578.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.09.05-50x38.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.09.05-1536x1156.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.09.05-2048x1541.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.09.05-60x45.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_16.09.05-100x75.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">3. External client app<\/h3>\n\n\n\n<p>Once the package is installed, you will need to create an application connected to Salesforce, meaning you will need to create credentials that will allow you to connect to the Salesforce API.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"497\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.17.43-1024x497.png\" alt=\"\" class=\"wp-image-6207\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.17.43-1024x497.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.17.43-300x146.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.17.43-768x373.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.17.43-50x24.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.17.43-1536x746.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.17.43-2048x995.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.17.43-60x29.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.17.43-100x49.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The app <strong>INO CX OAuth Client App<\/strong> should appear with the status <strong>Enabled<\/strong> and the authorization policy set to <strong>All users can self-authorize<\/strong>.<\/p>\n\n\n\n<p>You can review the app settings by clicking on the app name. The configuration includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Callback URLs:<\/strong> <code>https:\/\/{{domain}}.ino.cx\/api\/authclients\/hbdnakz\/fzefdzs<\/code> <code>https:\/\/{{domain}}.ino.cx\/api\/sso\/login\/oauth\/callback<\/code><\/li>\n<\/ul>\n\n\n\n<p><em>Note: Replace <code>{{domain}}<\/code> with your domain name.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Selected OAuth Scopes:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Access the identity URL service (id, profile, email, address, phone)<\/li>\n\n\n\n<li>Manage user data via APIs (api)<\/li>\n\n\n\n<li>Perform requests at any time (refresh_token, offline_access)<\/li>\n\n\n\n<li>Access unique user identifiers (openid)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Flow Enablement:<\/strong>\n<ul class=\"wp-block-list\">\n<li>\u2705 Enable Client Credentials Flow<\/li>\n\n\n\n<li>\u2705 Enable Authorization Code and Credentials Flow<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Security:<\/strong>\n<ul class=\"wp-block-list\">\n<li>\u2705 Require secret for Web Server Flow<\/li>\n\n\n\n<li>\u2705 Require secret for Refresh Token Flow<\/li>\n\n\n\n<li>\u26a0\ufe0f <strong>Require Proof Key for Code Exchange (PKCE)<\/strong> must remain <strong>unchecked<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"765\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.16.26-1024x765.png\" alt=\"\" class=\"wp-image-6209\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.16.26-1024x765.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.16.26-300x224.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.16.26-768x574.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.16.26-50x37.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.16.26-1536x1147.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.16.26-2048x1530.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.16.26-60x45.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture_decran_2026-03-24_a_17.16.26-100x75.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>To retrieve the credentials needed for INO cx, click <strong>Consumer Key and Secret<\/strong> at the top of the app settings, then note the <strong>Consumer Key<\/strong> and <strong>Consumer Secret<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4. Call Center Configuration<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Feature Settings<\/strong> &gt; <strong>Service <\/strong>&gt; <strong>Call Center &gt; Call Centers<\/strong>.<\/li>\n\n\n\n<li>Edit the INO cx call center: enter the <strong>URL found in the SSO section of this article<\/strong> (see below) and add <strong>&amp;auto=true<\/strong> at the end.<\/li>\n\n\n\n<li>Assign users who should use the call center. Click &#8216;<strong>Manage Call Center Users<\/strong>&#8216;.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"923\" height=\"650\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/your-domain.png\" alt=\"\" class=\"wp-image-6213\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/your-domain.png 923w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/your-domain-300x211.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/your-domain-768x541.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/your-domain-50x35.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/your-domain-60x42.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/your-domain-100x70.png 100w\" sizes=\"auto, (max-width: 923px) 100vw, 923px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">5. Custom Fields Management<\/h3>\n\n\n\n<p>Custom fields are used to log <strong>call activities<\/strong> within the <strong>Task<\/strong> object in Salesforce.<br>They allow INO cx to push detailed call data (such as caller\/called number, duration, and recording link) directly into Salesforce. <\/p>\n\n\n\n<p>They are normally created automatically when the package is installed.<\/p>\n\n\n\n<p>Go to <strong>Setup &gt; Object Manager<\/strong><code>.<\/code><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">5.1. Activity Object<\/h4>\n\n\n\n<p>Please check that the fields exist under the <strong>Activity<\/strong> object in the Object Manager.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"498\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.52.33-1-1024x498.png\" alt=\"\" class=\"wp-image-5517\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.52.33-1-1024x498.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.52.33-1-300x146.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.52.33-1-768x373.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.52.33-1-50x24.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.52.33-1-1536x747.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.52.33-1-2048x996.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.52.33-1-60x29.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.52.33-1-100x49.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>These fields are used to store information about calls made via INO cx.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">5.2. Task Object<\/h4>\n\n\n\n<p>You must also <strong>add these custom fields<\/strong> to the <strong>Task object layout<\/strong> so that INO cx data is visible within the Salesforce interface.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"497\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.58.11-1024x497.png\" alt=\"\" class=\"wp-image-5520\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.58.11-1024x497.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.58.11-300x146.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.58.11-768x373.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.58.11-50x24.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.58.11-1536x746.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.58.11-2048x995.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.58.11-60x29.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/10\/Capture-decran-2025-10-06-a-16.58.11-100x49.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">II- INO cx Configuration<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1. Authentication Method<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In INO cx, create a new <strong>Authentication Method<\/strong> of type <strong>Salesforce<\/strong>.<\/li>\n\n\n\n<li>Enter the Salesforce subdomain as the environment.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"486\" height=\"524\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.31.20.png\" alt=\"\" class=\"wp-image-5438\" style=\"width:300px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.31.20.png 486w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.31.20-278x300.png 278w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.31.20-46x50.png 46w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.31.20-56x60.png 56w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.31.20-93x100.png 93w\" sizes=\"auto, (max-width: 486px) 100vw, 486px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enable the OAuth client.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"474\" height=\"28\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.33.16.png\" alt=\"\" class=\"wp-image-5440\" style=\"width:350px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.33.16.png 474w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.33.16-300x18.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.33.16-50x3.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.33.16-60x4.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.33.16-100x6.png 100w\" sizes=\"auto, (max-width: 474px) 100vw, 474px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A pop-up will allow you to log in and validate the connection.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"782\" height=\"1024\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.35.21-782x1024.png\" alt=\"\" class=\"wp-image-5443\" style=\"width:300px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.35.21-782x1024.png 782w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.35.21-229x300.png 229w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.35.21-768x1006.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.35.21-38x50.png 38w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.35.21-46x60.png 46w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.35.21-76x100.png 76w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.35.21.png 950w\" sizes=\"auto, (max-width: 782px) 100vw, 782px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">2. SSO Connector<\/h3>\n\n\n\n<p>Create an <strong>SSO connector<\/strong> using the Salesforce authentication method.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"481\" height=\"420\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.43.04.png\" alt=\"\" class=\"wp-image-5445\" style=\"width:350px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.43.04.png 481w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.43.04-300x262.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.43.04-50x44.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.43.04-60x52.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.43.04-100x87.png 100w\" sizes=\"auto, (max-width: 481px) 100vw, 481px\" \/><\/figure>\n\n\n\n<p>Associate the connector to your user(s) to allow Salesforce-based login into INO cx.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"542\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.45.55-1024x542.png\" alt=\"\" class=\"wp-image-5446\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.45.55-1024x542.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.45.55-300x159.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.45.55-768x406.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.45.55-50x26.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.45.55-1536x812.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.45.55-2048x1083.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.45.55-60x32.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.45.55-100x53.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can use the login URL provided to log in with your user account.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"446\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.49.03-1024x446.png\" alt=\"\" class=\"wp-image-5448\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.49.03-1024x446.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.49.03-300x131.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.49.03-768x335.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.49.03-50x22.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.49.03-1536x670.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.49.03-2048x893.png 2048w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.49.03-60x26.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-10.49.03-100x44.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">3. CRM v2<\/h3>\n\n\n\n<p>You can find here <a href=\"https:\/\/developer.salesforce.com\/docs\/atlas.en-us.object_reference.meta\/object_reference\/sforce_api_objects_list.htm\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce API documentation<\/a>, useful to define CRM objects and fields and configure INO cx.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a new <strong>CRM v2<\/strong> of type <strong>Salesforce<\/strong>, using the authentication method created earlier.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"897\" height=\"1024\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.14.47-897x1024.png\" alt=\"\" class=\"wp-image-5453\" style=\"width:350px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.14.47-897x1024.png 897w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.14.47-263x300.png 263w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.14.47-768x877.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.14.47-44x50.png 44w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.14.47-53x60.png 53w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.14.47-88x100.png 88w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.14.47.png 962w\" sizes=\"auto, (max-width: 897px) 100vw, 897px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add Salesforce objects (Contacts, Accounts, Tasks, etc.).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"398\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.16.30-1024x398.png\" alt=\"\" class=\"wp-image-5454\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.16.30-1024x398.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.16.30-300x117.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.16.30-768x299.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.16.30-50x19.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.16.30-1536x597.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.16.30-60x23.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.16.30-100x39.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.16.30.png 2042w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add CRM fields to each object. <\/li>\n<\/ul>\n\n\n\n<p><strong>Recommended fields<\/strong>:<\/p>\n\n\n\n<p>For<strong> contact<\/strong> object<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>First Name (Short text)<\/li>\n\n\n\n<li>Last Name (Short text)<\/li>\n\n\n\n<li>Phone (Phone)<\/li>\n\n\n\n<li>Email (Email)<\/li>\n<\/ul>\n\n\n\n<p>For <strong>account<\/strong> object<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Account Name (Short text)<\/li>\n\n\n\n<li>Phone (Phone)<\/li>\n<\/ul>\n\n\n\n<p>For <strong>task<\/strong> object<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>OwnerId (Short text) &#8211; possible values: Inbound | Outbound | Missed<\/li>\n\n\n\n<li>ActivityDate (Text)<\/li>\n\n\n\n<li>WhatID (Short text) &#8211; related Account ID<\/li>\n\n\n\n<li>WhoID (Short text) &#8211; related Contact ID<\/li>\n\n\n\n<li>ID (Short text) &#8211; Activity ID<\/li>\n\n\n\n<li>Subject (Short text) &#8211; Object<\/li>\n\n\n\n<li>Priority (Short text)<\/li>\n\n\n\n<li>TaskSubType (Short text)<\/li>\n\n\n\n<li>Status (Short text)<\/li>\n\n\n\n<li>CallType (Short text)<\/li>\n\n\n\n<li>Custom INO fields created by the package (see above): \n<ul class=\"wp-block-list\">\n<li>Called Number (Phone)<\/li>\n\n\n\n<li>Caller Number (Phone)<\/li>\n\n\n\n<li>Communication Duration (Numeric)<\/li>\n\n\n\n<li>Smart Routing Duration (Numeric)<\/li>\n\n\n\n<li>Voice Recording (URL) &#8211; Custom field for storing the public URL of a record, set default to \u201c&#8211;\u201d, it will be filled in automatically<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">4. Scenarios<\/h3>\n\n\n\n<p>You can configure <strong>CRM v2 scenarios<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Screen pop<\/strong>: e.g., search in Contact first, then in Account if not found.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"766\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.40.48-1024x766.png\" alt=\"\" class=\"wp-image-5458\" style=\"width:500px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.40.48-1024x766.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.40.48-300x224.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.40.48-768x574.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.40.48-50x37.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.40.48-1536x1148.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.40.48-60x45.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.40.48-100x75.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.40.48.png 1656w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Interaction assignment<\/strong>: Check Salesforce API documentation. You can use the following criteria: \n<ul class=\"wp-block-list\">\n<li>Flow: Voice | Email | Messaging<\/li>\n\n\n\n<li>Direction: Incoming | Outgoing<\/li>\n\n\n\n<li>CRM object: Contacts | Accounts | Leads<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"985\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.46.28-1024x985.png\" alt=\"\" class=\"wp-image-5460\" style=\"width:500px\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.46.28-1024x985.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.46.28-300x289.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.46.28-768x739.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.46.28-50x48.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.46.28-60x58.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.46.28-100x96.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.46.28.png 1152w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">5. Profile Association<\/h3>\n\n\n\n<p>To make the CRM available in the <strong>Banner<\/strong>, associate the Salesforce CRM v2 with the relevant profiles.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"909\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.49.02-1024x909.png\" alt=\"\" class=\"wp-image-5462\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.49.02-1024x909.png 1024w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.49.02-300x266.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.49.02-768x682.png 768w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.49.02-50x44.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.49.02-1536x1363.png 1536w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.49.02-60x53.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.49.02-100x89.png 100w, https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/09\/Capture-decran-2025-09-30-a-11.49.02.png 1670w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>[Reading time: 4 minutes] Overview The Salesforce API connector allows you to integrate Salesforce CRM with INO cx. The connector requires configuration both on the Salesforce side (package installation, connected app, custom fields) and on the INO cx side (authentication method, CRM v2 setup, scenarios, and profile association). Prerequisites I-&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[108],"ht-kb-tag":[176],"class_list":["post-5435","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-integration","ht_kb_tag-api"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5435","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=5435"}],"version-history":[{"count":39,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5435\/revisions"}],"predecessor-version":[{"id":6216,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5435\/revisions\/6216"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=5435"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=5435"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=5435"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}