Salesforce

Prerequisites

• You must have organization administrator rights to configure the integration.

Part 1 — Create your Salesforce app

• Log in to your account on the Developer Portal
• Click Settings > Setup

- In the left panel, search for the **Connected App Manager** - Click on **New Connected App** - Fill in the basic information (app name, contact email, and any other optional fields) - Click on the **API (Enable OAuth Settings)** dropdown, then check **Enable OAuth** - 3 steps: - In the **Callback URL** field, enter the following address: `https://app.delos.so/api/v1/integrations/salesforce/personal_oauth_callback` - In the **OAuth Scopes** field, **ONLY** enable `refresh_token, offline_access` and `mcp_api`. To see all tools available via the MCP, visit the [Salesforce GitHub page](https://github.com/forcedotcom/mcp-hosted/wiki/Available-Tools-and-Servers) - In the **Security** field, check `Issue JSON Web Token (JWT)-based access tokens for named users` - Click **Create** - Once the app is created, click on Settings, then on the **OAuth Settings** dropdown, then on the **Consumer Key and Secret** button. This will redirect you to a page containing your authentication credentials — copy them somewhere safe. ## Part 2 — Connect your app on Delos ### 5. Configure the integration at the organization level - In Delos, go to **organization integrations** (administrator rights required — otherwise, ask your administrator) - Click on the **Salesforce** integration - Enter the **Client ID** and **Client Secret** retrieved from the Salesforce Developer Console - Click **Save** --- ## Part 3 — User connection ### 6. Enable Salesforce at the user level - Once the integration is configured at the organization level, each user can click on **Salesforce** in their personal integrations space - The user is redirected to a Salesforce page asking them to **authorize access** to the configured permissions - Once access is granted, the connection is active --- ## Verify it works - In the Delos Assistant, ask a question using Salesforce, for example: *"Give me all the information you have on Tim Barr."* - If the connection is active, the Assistant responds by listing the customer profile information