Salesforce Integration

Scout’s Salesforce integration allows you to interact with your Salesforce CRM directly from Scout, enabling automated data access, SOQL queries, and record management across both Production and Sandbox environments.

Connection Methods

Choose the method that best fits your needs:

Quick Connect (Recommended) - Use Scout’s pre-configured OAuth app. No Salesforce setup required. Best for quick testing, users without admin access, and standard use cases.

Custom OAuth App - Create your own Salesforce Connected App. Best for enterprise deployments, custom security requirements, and dedicated integration monitoring.

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Quick Connect Setup

The fastest way to connect - no Salesforce configuration needed!

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Custom OAuth App Setup

For enterprise deployments requiring custom credentials.

Prerequisites

Required Salesforce Editions:

• Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
• Works in both Salesforce Classic and Lightning Experience

User Permissions Required: To create a Connected App, you need one of the following:

• Customize Application AND Modify All Data, OR
• Customize Application AND Manage Connected Apps

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Verify the Connection

Test your Salesforce integration with an AI agent:

For more information on agent tools, see AI Agents Documentation.

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Available Capabilities

The Salesforce integration provides comprehensive CRM access:

Data Querying

• Execute custom SOQL queries
• SOSL search across multiple objects
• List available Salesforce objects
• Get object field metadata

Record Management

• Get specific records by ID
• Create new records in any object
• Update existing record fields
• Delete records from Salesforce

Advanced Operations

• Direct REST API calls to any endpoint
• Bulk operations for large data sets
• Relationship queries across objects

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Use Cases

Customer Support Automation

• Look up customer information from Salesforce
• Retrieve order history and case details
• Update case status and add notes
• Create follow-up tasks automatically

Sales Intelligence

• Query pipeline data and forecasts
• Find and update opportunity information
• Search for contacts and accounts
• Track activity history

Data Analysis

• Custom SOQL queries for reporting
• Cross-object data analysis
• Field-level data validation
• Metadata exploration

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Best Practices

Security

• Keep Consumer Key and Consumer Secret secure
• Use Sandbox for testing before Production
• Consider creating a dedicated Salesforce user profile with limited permissions for Scout
• Periodically rotate Connected App credentials

Configuration

• Use descriptive names for Connected Apps
• Consider IP restrictions in Salesforce for enhanced security
• Review session timeout settings to align with security requirements

Usage

• Monitor API limits to avoid throttling
• Use selective SOQL queries with WHERE clauses to minimize API usage
• Implement proper error handling in workflows and agents

Maintenance

• Periodically review active Connected Apps
• Update OAuth scopes as needs change
• Track integration usage in Salesforce Setup

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Troubleshooting

”You don’t have permission to create Connected Apps”

Solution: You need specific Salesforce permissions to create Connected Apps:

• Contact your Salesforce administrator to request: Customize Application AND (Modify All Data OR Manage Connected Apps)
• Alternative: Sign up for a free Salesforce Developer Edition where you have full admin access
• Check if “Allow creation of connected apps” is enabled: Setup → External Client Apps → External Client App Settings

”Invalid client credentials”

Solution: Verify you copied both Consumer Key (Client ID) and Consumer Secret (Client Secret) correctly from your Salesforce Connected App.

”Redirect URI mismatch”

Solution: Ensure the Callback URL in your Connected App is exactly: https://studio.scoutos.com/oauth/salesforce/success

”User hasn’t approved this app”

Solution:

• Sign in to Salesforce with an authorized user
• If using Sandbox, ensure you’re logging in to test.salesforce.com
• Check if the Connected App is approved for the user profile

”Authentication failure”

Solution:

• Verify you selected the correct environment (Production vs Sandbox)
• If using Sandbox, ensure the Connected App exists in your Sandbox instance
• Check that OAuth scopes include both full and refresh_token

”Token expired”

Solution: The integration automatically refreshes tokens. If you still encounter errors:

1. Navigate to Salesforce integration in Scout
2. Click Reconnect on your workspace
3. Re-authorize the connection

”Insufficient privileges”

Solution:

• Ensure the authorizing user has appropriate permissions
• Check object-level and field-level security in Salesforce
• Verify the user profile has API access enabled

”API limit exceeded”

Solution:

• Monitor API usage in Salesforce Setup → System Overview
• Implement query optimization to reduce API calls
• Consider upgrading Salesforce edition for higher limits

Sandbox Connection Issues

• Ensure your Sandbox is active and accessible
• Verify you’re using test.salesforce.com for login
• Check that the Connected App was created in the Sandbox instance
• Confirm your Sandbox hasn’t been recently refreshed (resets Connected Apps)

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Advanced Configuration

Custom Permissions Profile

For enhanced security, create a dedicated Salesforce user profile for Scout:

1. In Salesforce Setup, navigate to Profiles
2. Clone an existing profile (e.g., “Standard User”)
3. Name it “Scout Integration User”
4. Configure permissions:
   • Enable API access
   • Grant read/write access only to required objects
   • Remove unnecessary administrative permissions
5. Create a dedicated user with this profile
6. Use this user’s credentials when authorizing Scout

Multiple Environment Connections

You can connect both Production and Sandbox simultaneously:

1. Create separate Connected Apps in each environment
2. In Scout, add multiple Salesforce workspaces
3. Select the appropriate environment for each connection
4. Each workspace maintains its own independent connection

Monitoring and Logging

Monitor your integration usage:

1. In Salesforce Setup, navigate to System Overview
2. Check API Usage Last 7 Days to track consumption
3. Review Connected App usage in Apps → Connected Apps
4. Use Salesforce Event Monitoring (if available) for detailed audit logs

Managing Connected Apps

To update your Connected App:

• Navigate to Setup → App Manager
• Find your Connected App and click the dropdown → Edit
• You can update all settings except the API Name

Required permissions to update:

• Customize Application AND (Modify All Data OR Manage Connected Apps)
• To update Profiles, Permission Sets, or SAML attributes, you also need: Manage Profiles and Permission Sets

To rotate Consumer Key and Secret:

• You need the Allow consumer key and secret rotation permission
• In the Connected App detail, click Manage Consumer Details
• Follow prompts to generate new credentials
• Update Scout with the new credentials before revoking old ones

To delete a Connected App:

1. Remove all active connections first (disconnect from Scout)
2. In Salesforce Setup → App Manager, find your app
3. Click dropdown → Delete
4. Confirm deletion

Installing Connected Apps

For packaged Connected Apps:

• Requires: Download AppExchange Packages AND Customize Application AND (Modify All Data OR Manage Connected Apps)
• Scout uses a custom OAuth flow, not a packaged app, so this typically doesn’t apply

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Next Steps

Now that you’ve connected Salesforce to Scout:

• Create Workflows: Build automated workflows that interact with Salesforce data
• Configure Agents: Enable AI agents to autonomously query and update Salesforce
• Set up Collections: Sync Salesforce data to Scout Collections for enhanced AI context
• Build Copilots: Create customer-facing copilots powered by your Salesforce data

Learn more:

• Workflows Documentation
• AI Agents Documentation
• Collections Documentation

External Resources:

• Salesforce Connected Apps Documentation
• Salesforce OAuth Documentation
• Salesforce REST API Documentation