Salesforce APIs

The Salesforce APIs integration lets your agents access and manage records, cases, leads, and other objects in your Salesforce org.

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Prerequisites

• A Salesforce account with admin access - Sign up
• A Vatel AI organization and at least one agent

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Configuration

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Step 1: Open Salesforce Setup

1. Log in to your Salesforce account.
2. Click the gear icon in the top-right corner to open Setup.

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Step 2: Create an External Client App

1. In the Setup search bar, type App Manager and select External Client App Manager from the left sidebar results.
2. Click New External Client App.
3. Fill in the Basic Information fields: give the app a name (e.g. Vatel), an API name, and a contact email.

4. Scroll down to the OAuth Scopes section and add the scopes your use case requires (e.g. Full access).
5. Scroll to the Flow Enablement section and check Enable JWT Bearer Flow.
6. Under Certificate Upload, upload your SSL certificate (.crt file). This is the public certificate paired with the private key you will use to sign JWTs.
7. Click Create.

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Step 3: Get Your Consumer Key and Generate a Bearer Token

1. After creating the app, open it and click the Settings tab.
2. Click Consumer Key and Secret to view your credentials. Copy the Consumer Key (also called the client ID).

3. Use your Consumer Key, your Salesforce username, and your private key to generate a signed JWT and exchange it for an access token. Follow the Salesforce JWT Bearer Token flow guide for the full token generation steps.
4. Copy the access token returned from the token endpoint. This is the bearer token you will paste into Vatel.

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Step 4: Connect the integration in Vatel

1. In the Vatel sidebar, click Integrations.
2. Click Add Integration in the top-right.
3. Select Salesforce APIs.
4. Set Credential scope to Organization-wide (all agents) or restrict it to a specific agent.
5. Paste your access token into the Bearer Token field.
6. Enter your Salesforce instance URL in the Base URL field (e.g. https://yourorg.my.salesforce.com).
7. Click Connect Integration.

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Step 5: Use the integration in your agent graph

1. Open an agent and go to its graph editor.
2. In the left sidebar under Integrations, you will see Salesforce APIs listed. Click it to add it as a node.
3. In the node panel that opens on the right, give the node a Title, then select an Operation from the dropdown.
4. Fill in any relevant field values or map them from graph variables.
5. Click Save Changes.
6. Start a call to test the node in your agent flow.