Login
Updated on March 11, 2025

Salesforce

Estimated reading: 4 minutes 2824 views

Salesforce in Robility is a cloud-based CRM connector that enhances automation workflows by integrating key Salesforce functionalities. It streamlines the automation of CRM processes, including creating and managing accounts, contacts, leads, opportunities, tracking sales, and generating reports.

Scopes

To integrate Robility with Salesforce, specific scopes must be enabled when setting up an application. These scopes grant Robility with the required permissions to access Salesforce data, read records, create entries, and utilize various features.

Without integration, Robility cannot retrieve data from Salesforce, preventing users from automating tasks or executing workflows within the Salesforce platform. For detailed information on integrating external client applications with Salesforce, refer these links.

1. External Client Apps
2. Configure a Connected App for the OAuth 2.0 Client Credentials Flow

Below are the required scopes to ensure proper functionality and integration. 

OAuth Scopes

Below are the required OAuth scopes to ensure proper functionality and integration:

1. Manage user data via APIs (api): This scope allows Robility to read, create, update, and delete records in the Salesforce account through API interactions.

2. Full access (Full): This scope grants the application complete access to Salesforce, with no restrictions on the data or functionality it can access.

3. Perform requests at any time (refresh_token, offline_access): This scope enables the application to request and maintain a refresh token, allowing it to refresh the user’s access token without needing the user to authenticate again.

Callback URL

The Callback URL is a critical part of the OAuth flow. When integrating Robility with Salesforce, this URL ensures that once the user grants permission to the application, Salesforce will send an authorization code (for OAuth 2.0) or an access token to this URL. This allows Robility to complete the authentication process and gain access to Salesforce data.

The Callback URL can be found on the “Salesforce” Connection page in Robility. Copy this URL and add it during the application configuration in Salesforce.

Flow Enablement and Security

Flow Enablement and Security are essential for ensuring the smooth and secure operation of Robility’s integration with Salesforce.

1. Flow Enablement: Automates workflows to collect data, update records, and execute predefined actions seamlessly within Salesforce.
2. Security: Ensures that all users accessing Salesforce are properly authenticated and authorized to safeguard data integrity.

Refer to the below image to ensure that the necessary options are enabled when configuring the application with Salesforce. 

Refresh Token Policy

Salesforce enables applications to automatically refresh tokens upon expiration, which occurs every hour, until the access has been manually revoked. This option can be enabled when creating the application in Salesforce to keep the refresh token valid. Refer the below image. 

Additionally, it enforces a refresh token policy limiting token creation to a maximum of five users per Salesforce integration connector.

How It Works?

1. Each Salesforce account integrated with the Robility connector can maintain up to five active refresh tokens.
2. If a sixth user integrates with the Salesforce connector with the existing salesforce account, the system will override the token associated with the most recent user’s connection. Click here to learn more. 

Note: If a token expires during the process-building phase, the user will receive a notification prompting them to regenerate the token with a navigation URL directing them to Robility Manager. Click here to learn more how to integrate connections. 

Authentication 

After creating an application within Salesforce using the required scopes provided above to automate with Robility, you can establish a connection through App Integrations in Robility Manager. Click here to learn more. 

Salesforce integration supports two authentication methods:

1. OAuth 2.0 Authorization Code – Use this option to connect via Sutherland’s authenticated Salesforce account with predefined scopes.
2. Bring Your Own OAuth 2.0 App – This method allows you to manually provide your own Client ID, Client Secret, and Domain for authentication. 

This authentication is required to start building an automation workflow using Salesforce activities. Users need the Salesforce Authenticator app for authentication upon each connection.

Integration Activities - Previous Zendesk
Share this Doc

Salesforce

Or copy link

CONTENTS