Setup
Create a Connected App in Salesforce
- Go to Setup → External Client Apps in Salesforce
- Create a new Connected App with OAuth enabled
- Set callback URL to your Orova instance
- Enable scopes:
api,refresh_token,offline_access - Note the Client ID and Client Secret
Get a refresh token
Complete the OAuth flow to obtain a refresh token. Orova uses this to maintain access.
Add credentials in Orova
Go to Settings → Integrations → Salesforce and enter:
- Instance URL (e.g.,
https://yourorg.my.salesforce.com) - Client ID
- Client Secret
- Refresh Token
Available tools
| Tool | Description |
|---|---|
search_accounts | Search accounts by name |
get_account | Get account details |
create_account | Create a new account |
search_contacts | Search contacts |
get_contact | Get contact details |
create_contact | Create a new contact |
search_leads | Search leads |
get_lead | Get lead details |
create_lead | Create a new lead |
convert_lead | Convert lead to contact/account |
search_opportunities | Search opportunities |
get_opportunity | Get opportunity details |
create_opportunity | Create a new opportunity |
create_task | Create a task |
create_event | Create a calendar event |
run_soql_query | Run a custom SOQL query |