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Connect Salesforce to let the AI retrieve customer and case details (lookups) and perform approved updates (actions).

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On this page

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Connect

1

Log in as a Salesforce admin and go to Setup

You need permissions to access Platform Tools on Salesforce in the Setup page.
2

Open External Client App Manager

Navigate to Apps → External Client Apps → External Client App ManagerExternal Client App Manager
3

Create a new External Client App

Create new app
4

Fill out the necessary information

  • Enter a Name (for example, “Typewise OAuth”)
  • Provide your preferred Email address
  • You can leave the rest of the basic information blank
  • Under API → Enable OAuth
  • Enter a random callback URL (this won’t be used)
  • Select and add the necessary scopes. Make sure to add the api scope.
  • Make sure Enable Client Credentials Flow is selected
  • Ensure all other checkboxes are disabled Fill details Scopes
Once you’re done, click Create to create the client.
5

Enable client credentials flow and assign user

After creating the new app:
  • Navigate to the newly created app
  • Under policies, enable client credentials flow
  • Assign a user to run as (this user will be attributed to all actions/reads performed by this app) Enable flow
6

View and share the generated credentials

You’ll need the consumer key and secret to enable the integration.Credentials

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Frequently asked questions

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How do I whitelist the Typewise platform if I have IP restrictions in place?

If you have organizational or user login IP restrictions, then you need to whitelist Typewise’s IP addresses to ensure we can authenticate and connect to Salesforce.
1

Relax IP restrictions for the OAuth app

Under the newly created app, navigate to policies. Inside the App Authorization section, make sure IP Relaxation is set to Relax IP restrictions IP Relaxation
2

Navigate to the user profile

Go to Administration → Users. Click on the Profile assigned to the user that you selected as the run as user. User Profile
3

Whitelist Typewise IPs

Once the Profile settings open, scroll down to the Login IP Ranges section. Login IP Ranges Add the following IP addresses to the list: json 3.69.200.242 3.78.134.40 3.123.85.62 16.63.211.71 16.63.85.45 Whitelist IP addresses
Use the same IP as the start and end IP addresses.
If you plan to use this user’s profile for other profiles, make sure to add your own IP address to maintain access.
You should now be able to successfully connect to Salesforce.

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Supported tools

The following is a selection of commonly used tools available through the Salesforce integration. Additional lookups and actions are available. Contact us if you need a tool that isn’t listed here.

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Lookups

Retrieve all fields of a Salesforce case by its ID.
Retrieve only the Description field of a Salesforce case by its ID.
Retrieve customer details including name, email, phone, and mailing address.
Get all open Salesforce cases for a customer (excluding Closed / Resolved).
Get the status and key information of a Salesforce case.
Additional Salesforce lookup tools are available. Contact us to enable lookups not listed here.

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Actions

Update a customer’s Salesforce Contact fields. You must provide user_email and at least one field to update.
Create a new customer profile (Contact) in Salesforce.
Write a comment to an existing Salesforce case.
Additional Salesforce action tools are available. Contact us to enable actions not listed here.