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Salesforce Toolkit

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Overview

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Available Tools

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Lead Management

• Create Lead - Add new leads to Salesforce
• Update Lead - Modify lead information
• Get Lead - Retrieve lead details
• List Leads - Get leads with filters
• Convert Lead - Convert leads to opportunities

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Opportunity Management

• Create Opportunity - Add new sales opportunities
• Update Opportunity - Modify opportunity details
• Get Opportunity - Retrieve opportunity information
• List Opportunities - Get opportunities with filters
• Update Opportunity Stage - Change opportunity stage

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Contact Management

• Create Contact - Add new contacts
• Update Contact - Modify contact information
• Get Contact - Retrieve contact details
• List Contacts - Get contacts with filters
• Search Contacts - Find contacts by criteria

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Account Management

• Create Account - Add new accounts
• Update Account - Modify account information
• Get Account - Retrieve account details
• List Accounts - Get accounts with filters
• Search Accounts - Find accounts by criteria

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Custom Objects

• Create Record - Add records to custom objects
• Update Record - Modify custom object records
• Get Record - Retrieve custom object record details
• List Records - Get custom object records with filters
• Delete Record - Remove custom object records

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Setup Instructions

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Cloud Customers (Odin Hosted)

1. Connect Salesforce Org
   • Users can connect their Salesforce orgs directly from their agent settings
   • OAuth flow uses Odin’s pre-configured Salesforce app
   • Access to CRM data, leads, opportunities, and custom objects
   • No additional setup or credentials needed

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On-Premise Customers (Self-Hosted)

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Prerequisites

• Salesforce org with admin access
• Salesforce Developer Console access
• Odin AI Super Admin access

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Step 1: Salesforce Connected App Setup

1. Go to Salesforce Setup
   • Log in to your Salesforce org
   • Navigate to Setup > Apps > App Manager
2. Create New Connected App
   • Click “New Connected App”
   • Fill in basic information:
     • Connected App Name: Choose a descriptive name
     • API Name: Auto-generated or custom
     • Contact Email: Your email address
3. Configure OAuth Settings
   • Check “Enable OAuth Settings”
   • Callback URL: https://your-odin-domain.com/user/integrations/salesforce/oauth/callback
   • Selected OAuth Scopes:
     • Access and manage your data (api)
     • Perform requests on your behalf at any time (refresh_token, offline_access)
     • Access your basic information (id, profile, email, address, phone)
4. Save and Get Credentials
   • Click “Save”
   • Note the Consumer Key and Consumer Secret

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Step 2: Get Credentials

1. Copy Consumer Key and Secret
   • From the Connected App details page
   • Copy the Consumer Key and Consumer Secret
2. Note the Callback URL
   • Ensure it matches your Odin installation URL

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Step 3: Configure in Odin

1. Access Super Admin Panel
   • Log in to your Odin instance as Super Admin
   • Navigate to Super Admin > Toolkits
2. Add Salesforce Configuration
   • Find Salesforce in the toolkit list
   • Enter the following credentials:
     • Salesforce Client ID: Your Consumer Key
     • Salesforce Client Secret: Your Consumer Secret
     • Salesforce Redirect URI: Your configured callback URL
     • Salesforce Domain: Your Salesforce domain (e.g., ‘mycompany.my.salesforce.com’)
3. Save Configuration
   • Click “Save” to store the configuration

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Best Practices

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Security

• Use minimal required scopes
• Regularly rotate OAuth credentials
• Monitor API usage and access logs
• Implement proper error handling
• Use field-level security when possible

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Performance

• Use batch operations when possible
• Implement rate limiting to respect API limits
• Cache frequently accessed data
• Use appropriate SOQL queries
• Handle API rate limits gracefully

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User Experience

• Provide clear error messages
• Implement retry mechanisms for failed operations
• Use appropriate data validation
• Respect field permissions and validation rules
• Provide helpful automation logs

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Rate Limits

• 15,000 API calls per 24 hours (varies by edition)
• 1,000 API calls per hour (varies by edition)
• Concurrent request limits based on org type
• Rate limit headers included in responses

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Related Toolkits

• HubSpot - Alternative CRM platform
• Gmail - Email integration
• Slack - Team notifications
• Asana - Project management integration

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Support