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Setup

1

Create a Connected App in Salesforce

  1. Go to Setup → External Client Apps in Salesforce
  2. Create a new Connected App with OAuth enabled
  3. Set callback URL to your Orova instance
  4. Enable scopes: api, refresh_token, offline_access
  5. Note the Client ID and Client Secret
2

Get a refresh token

Complete the OAuth flow to obtain a refresh token. Orova uses this to maintain access.
3

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
4

Create a tool and assign to agent

Go to Tools → Create Tool → select Salesforce template → assign to your agent.

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Available tools