​Integrating Salesforce with Speechpath can significantly enhance your team’s efficiency by streamlining communication and customer relationship management. Here’s a step-by-step guide to help you set up this integration:​

🔧 Step 1: Create a Connected App in Salesforce

  1. Access Salesforce Setup:

    • Click the Cog icon in the top-right corner of your Salesforce dashboard and select Setup.​

  2. Navigate to App Manager:

    • In the left-hand menu, under Platform Tools, go to Apps > App Manager.​

  3. Create a New Connected App:

    • Click the New Connected App button.​

  4. Configure the App:

    • Connected App Name: Speechpath_App

    • API Name: Speechpath_App

    • Contact Email: Your email address

    • Description: Phone system connector for Salesforce​

  5. Enable OAuth Settings:

    • Check the Enable OAuth Settings box.

    • Callback URL: https://speechpath.app/authorize/return

    • Selected OAuth Scopes:

      • Manage user data via APIs (api)

      • Perform requests at any time (refresh_token, offline_access)

  6. Set Security Settings:

    • Check both Require Secret for Web Server Flow and Require Secret for Refresh Token Flow.​

  7. Save the App:

    • Click Save, then Continue.​

  8. Retrieve Consumer Key and Secret:

    • In the API (Enable OAuth Settings) section, click Manage Consumer Details to access your Consumer Key and Consumer Secret. Make a note of these credentials; you’ll need them for the Speechpath integration.​

⚙️ Step 2: Adjust App Policies for Token Management

  1. Access Manage Connected Apps:

    • In the left-hand menu, under Platform Tools, go to Apps > App Manager > Manage Connected Apps.​

  2. Edit Policies:

    • Click on the Speechpath_App name (not the “Edit” link).

    • Click the Edit Policies button.​

  3. Set Refresh Token Policy:

    • Under Refresh Token Policy, select Refresh token is valid until revoked.

    • Click Save.​

👥 Step 3: Pre-Authorize the App for Users (Optional)

To streamline user access, you can pre-authorize the Speechpath app for specific user profiles:

  1. Edit App Policies:

    • Navigate to Manage Connected Apps as in Step 2.

    • Click on the Speechpath_App name.

    • Click Edit Policies.

    • Under Permitted Users, select Admin approved users are pre-authorized.

    • Click Save.​

  2. Assign App to User Profiles:

    • In the left-hand menu, under Administration, go to Users > Profiles.

    • Click Edit on a profile that will use the app.

    • In the Connected App Access section, check the box for Speechpath_App.

    • Click Save.

    • Repeat for other relevant profiles.​

🔗 Step 4: Connect Salesforce to Speechpath

  1. Log into Speechpath:

  2. Access CRM Integrations:

    • Click on the CRM menu link under the Integrations section in the main (left) menu.​

  3. Select Salesforce:

    • In the CRM selector, choose Salesforce.​

  4. Enter Salesforce Credentials:

    • Input your Consumer Key and Consumer Secret obtained earlier.

    • Enter your Salesforce sub-domain (e.g., yourcompany.salesforce.com).

    • Click Save.​

By following these steps, you’ll successfully integrate Salesforce with Speechpath, enabling features like click-to-call, automatic caller ID lookup, and real-time analytics within your CRM. For more detailed instructions, refer to the official Speechpath Salesforce Integration Guide.