> ## Documentation Index
> Fetch the complete documentation index at: https://docs.precallai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

<Info>
  This page explains the steps you need to follow to set up the Salesforce
  connection in PreCallAI. If any of the steps are outdated, please let us know!
</Info>

1. Go to your Salesforce dasboard.
2. Click on the gear icon in the top right corner and click **Setup** from the dropdown.
3. In the **Platform Tools** section of the sidebar, click **Apps** > **App Manager**.
4. Click the **New Connected App** button.
5. Enter necessary information in the form.
6. Check **Enable OAuth Settings** checkbox.
7. Copy **OAuth Redirect URL** from PreCallAI and paste it to the **Callback URL** field.
8. Add any scopes you plan to use in the **Selected OAuth Scopes** section. We suggest `full` and `refresh_token, offline_access` scopes.
9. Uncheck "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" checkbox.
10. Check "Enable Authorization Code and Credentials Flow" checkbox
11. Click on the **Save** button at the bottom of the page.
12. Acknowledge the information and click on the **Continue** button.
13. In the **API (Enable OAuth Settings)** section, click the **Manager Consumer Details** button.
14. You may be asked to verify your identity. To see the consumer key and secret, verify and proceed.
15. Copy the **Consumer Key** value from the page to the `Consumer Key` field on PreCallAI.
16. Copy the **Consumer Secret** value from the page to the `Consumer Secret` field on PreCallAI.
17. Click **Submit** button on PreCallAI.
18. Now, you can start using the Salesforce connection with PreCallAI.