Salesforce Setup

Create a Salesforce Connected App to access contacts, leads, opportunities, and more through Fp Switchboard.

Prerequisites

• Salesforce account with admin access
• Ability to create Connected Apps in Setup

Setup Steps

1. Access Salesforce Setup

   Go to Setup > App Manager (search “App Manager” in Quick Find).

2. Create Connected App

   Click “New Connected App” and fill in:

   • Connected App Name: Fp Switchboard
   • API Name: Fp_Switchboard
   • Contact Email: Your admin email

3. Enable OAuth Settings

   Check “Enable OAuth Settings” and configure:

   • Callback URL: https://api.switchboard.fpdigital.ai/oauth/salesforce/callback
   • Selected OAuth Scopes: api, refresh_token, offline_access

4. Save and Wait

   Save the Connected App. It may take 2-10 minutes for changes to propagate.

5. Get Consumer Credentials

   After saving, click “Manage Consumer Details” to view the Consumer Key (Client ID) and Consumer Secret.

Environment Variables

npx wrangler secret put SALESFORCE_CLIENT_ID
npx wrangler secret put SALESFORCE_CLIENT_SECRET

Variable	Description
SALESFORCE_CLIENT_ID	Consumer Key from Connected App
SALESFORCE_CLIENT_SECRET	Consumer Secret from Connected App

Redirect URI

https://api.switchboard.fpdigital.ai/oauth/salesforce/callback

Common Issues

Propagation Delay

After creating or modifying a Connected App, changes can take 2-10 minutes to propagate. If you get “invalid_client_id” errors immediately after setup, wait and retry.

• Admin approval required: In production orgs, admins may need to approve the Connected App before users can authenticate.
• IP restrictions: Some orgs restrict API access by IP. You may need to allowlist Cloudflare IPs or disable IP restrictions for the Connected App.
• Sandbox vs Production: Use test.salesforce.com for sandboxes and login.salesforce.com for production. Switchboard detects this automatically.

Testing

1. Connect from the Switchboard Dashboard
2. Authorize with your Salesforce credentials
3. Click Test Connection to verify
4. Try: “List my Salesforce contacts” or “Search opportunities”