Salesforce

Connect Salesforce with your own OAuth app so an agent can create leads, attach notes and read activity during a call.

What you will achieve

An agent will be able to create a Lead in Salesforce, attach a note to a record, and read recent activity.

Overview and use cases

Turn each new caller into a Salesforce Lead.
Attach a call note to a record.
Look up what has been logged for a contact by email.

Prerequisites

A Salesforce org where you can create an OAuth app (a Connected App or External Client App), usually an administrator.
To use a sandbox, its login host.

External account setup (in Salesforce)

Salesforce controls these screens. Salesforce's reference: REST API resources.

In Setup, create an OAuth app with the callback (redirect) URL shown in Phynxa's Connect dialog.
Allow the scopes api, refresh_token and offline_access.
Copy the Consumer Key (Client ID) and Consumer Secret (Client secret).

Connect it in Phynxa

Integrations, Connect on Salesforce.
Enter Client ID, Client secret and Login host: https://login.salesforce.com for production, https://test.salesforce.com for a sandbox.
Continue to Salesforce and approve. The card shows Connected.

Permissions and settings

Item	Why
Scope `api`	Read and write records
Scopes `refresh_token`, `offline_access`	Stay connected without asking you again
Login host	Sandboxes sign in at `test.salesforce.com`

Phynxa calls the instance URL Salesforce returns with the token (never the login host), on API version v67.0.

Use it in a call

Action	What it does	Runs
Create lead	Creates a Lead. A missing last name or company is filled with "Unknown".	In the background
Add note	Creates a Note on a record. It needs a contact id; without one it returns "A contact_id is needed to attach the note."	In the background
Fetch customer history	Lists the contact's recent tasks, by contact id or by email.	Waits
Update contact	Changes a contact's name, email, phone or company; only what you give is changed. Needs the contact's id from a history lookup.	In the background
Create task	Creates a follow-up task for your team (subject, optional body and due_date like `2026-11-02`), linked to a contact when you give its id.	In the background
Create ticket	Opens a support case with a subject and optional body, linked to a contact when you give its id.	In the background

Test it

Test connection on the card. Then attach Create lead to an agent, ask it to save a lead in Chat, and check Leads in Salesforce.

Expected result

A Lead appears in Salesforce, and the card counts a successful request.

Troubleshooting

invalid_client or redirect mismatch. The callback URL in your app must match Phynxa's exactly.
Sandbox cannot sign in. Use https://test.salesforce.com as the login host.
REST access refused. The signed-in user needs API access, and your app must allow the api scope.

Security and credentials

The consumer secret is stored encrypted. Connect as a user whose permissions match what you want the agent to do. Remove forgets the connection; revoke the app in Salesforce if you stop using it.

Something here does not match what you see in the dashboard? Let us know.