Salesforce Integration
When a call is analysed, KoeIQ uses OAuth 2.0 client credentials to automatically create a Task activity (or custom object) in Salesforce — no user login or middleware required.
⚠️Requires Audit & Export Pack. Only Admin roles can configure the Salesforce integration. Salesforce mode takes priority over Kintone mode if both are enabled.
Fields pushed to Salesforce (Task)
| Salesforce field | Value |
|---|---|
| Subject | "KoeIQ Call — {call_id}" |
| Status | "Completed" (fixed) |
| ActivityDate | Call date (YYYY-MM-DD) |
| CallDurationInSeconds | Call duration in seconds |
| CallDisposition | Primary intent (max 255 chars) |
| Description | AI summary, quality score, transcript link |
ℹ️For custom objects (e.g.
Call_Recording__c), the same data is written to fields with __c suffixes (e.g. call_id__c, quality_score__c).Prepare your Salesforce Connected App
- Create a Connected App: In Salesforce Setup → App Manager → New Connected App.
- Enable OAuth settings: Check "Enable OAuth Settings" and set any placeholder callback URL.
- Enable Client Credentials Flow: Check "Enable Client Credentials Flow" and assign an execution user.
- Grant scopes: Select at minimum "Perform requests at any time (refresh_token, offline_access)" and "API (api)".
- Save and copy credentials: Note the Consumer Key (Client ID) and Consumer Secret (Client Secret).
Configure in KoeIQ
- Open Admin → Settings → Salesforce Integration.
- Enable Salesforce mode.
- Enter the following:
- Instance URL: e.g.
https://mycompany.my.salesforce.com - Client ID: Consumer Key from your Connected App
- Client Secret: Consumer Secret from your Connected App
- Object type:
Task(standard) or your custom object API name
- Instance URL: e.g.
- Click Save Salesforce Settings.
💡After saving, upload a test call and run analytics to verify that a Salesforce Task is created automatically.
When records are created
Salesforce records are created after call analysis completes (if AI analytics are enabled). If analytics are disabled, records are created after transcription completes.