--- title: "Configuring the Salesforce Integration for your Organization" source_url: https://help.chilipiper.com/hc/en-us/articles/28746887209107-Configuring-the-Salesforce-Integration-for-your-Organization article_id: 28746887209107 updated_at: 2026-07-24T18:55:58Z content_hash: 73900e35 --- ## Who can use this feature? Available on All Products or Routing & Scheduling Available to Only Admins [Billing Center](https://fire.chilipiper.com/fire/admin/billing/overview) [Get a Demo](https://www.chilipiper.com/request-demo?utm_source=zendesk&utm_medium=help-center&utm_campaign=chili-hub) Salesforce integration is optimal for any organization relying on Salesforce as its CRM. All visitor and prospect data between Chili Piper and Salesforce needs to be synced in real time.  In this article, we will quickly cover [how to set up](#h_01HW8NT31367YSM2HSVZSWN4AV) your integration, the [minimum permission scope](#h_01HW8P8JFBXKYVBWGXYVBS01C8) required for Global Sync users, and the [OAuth error](#h_01HW8NVVB47MTJQ737N8P3PKKQ) in Chili Piper's **Demand Conversion Platform**. ## How to Setup? To set up the integration and a Global Sync user, you will first need your Salesforce admin to connect Salesforce via the [Integrations page](https://fire.chilipiper.com/fire/admin/integrations) in the Command Center. Once connected, you will notice a "Connected" flag, as shown in the screenshot below: ![](https://help.chilipiper.com/hc/article_attachments/28747381890963) You can use the Reconnect button to reconnect the account for any reason or replace the current Global Sync user.  ## Salesforce Scope and Minimum Permissions Below are the minimum Permission Sets (from a **user profile** level) for a User to Create the Chili Piper Account via Salesforce or for a User to become a Global Sync user: ### Administrative Permissions - API EnabledTo connect and interact with Chili Piper - View Setup and Configuration Required to view individual field accessibility permissions - View app setup - View Roles and Role HierarchyView role details for user lookup and profile data - View All UsersFor user sync - Approve Uninstalled Connected Apps OR Use Any API ClientIf applicable: Salesforce will begin restricting Connected App access. These permissions will allow an admin user to continue using an "uninstalled" connected app. Alternatively, an admin can click "Install" beside the Chili Piper connected app, and this permission is not needed. ### Standard Object Permissions - Accounts: Read/Edit/View All - Contacts: Read/Edit/View All/CreateCreate is required if Chili Piper creates Contacts in your Salesforce instance. - Leads: Read/Edit/View All/CreateCreate is required if Chili Piper creates Leads in your Salesforce instance. Read/View is required for prospect lookups in Chili Piper, even if you are not using the Lead object in your workflows. - Opportunities: Read* - Cases: Read* - Campaigns: Read/Edit/View All*^ - PushTopic: Create/Read/EditThis permission is only needed for Distro _*Only required if you are making use of this object type in Chili Piper (Cases, Opportunities, or Campaigns)_ _^ - The following fields need, at least, read access as they are queried while looking for active Campaigns in Salesforce:__Id, Name, StartDate, EndDate, Status, IsActive_ #### Events The related object inherits access to Events (Activities). The connection user should have either "[View All / Modify All](https://help.salesforce.com/s/articleView?id=sf.users_profiles_view_all_mod_all.htm&type=5)" or "Modify All Data" for the related object to ensure the creation, editing, and deletion of Events is possible. Given the implications for security, we recommend using delegated object permissions with View / Modify on the object itself rather than Modify All Data. ### Distro-only, Streaming API If you are planning to use Distro product, you will need to ensure you have "Streaming API" enabled for the integration user.  **Setup** -> **User Interface** -> Scroll down to the "**Setup**" section -> "**Enable Streaming API**". This only needs to be done to the user who is performing as your integration user as configured in Chili Piper.    ## OAuth Error - OAUTH_APPROVAL_GENERIC Troubleshooting Starting in September 2025, [Salesforce restricted the use of uninstalled connected apps](https://help.salesforce.com/s/articleView?id=005132365&type=1). This usage restriction blocks end users from using uninstalled connected apps, which can impact your initial integration with Chili Piper's app. If that's the case, you likely will see the error below after trying to integrate Salesforce via Command Center: ![](https://help.chilipiper.com/hc/article_attachments/45086533335443) To mitigate the error, you can follow the steps below: - Navigate to **Setup** - Search **Connected apps Oauth Usage** - Find **Chili Piper** - Click **Install****** Optionally, you can give the integration user permission to use uninstalled apps via profile permissions: - Click the gear icon → Setup. - In Quick Find, type Profiles → click Profiles. - Find and click the Profile used by your integration user (the profile label). - On the profile page, either: Click the System Permissions link, then click Edit, or - Click Edit at the top of the profile and scroll to the System Permissions / Administrative Permissions area.(UI varies slightly by org; both get you to the same permission list). Salesforce - In the list, locate and check the permission(s) you want to grant: **Approve Uninstalled Connected Apps** — let this user self-authorize/use an uninstalled connected app. ### Connect Your Salesforce Sandbox to a Chili Piper Sandbox To ensure Chili Piper connects to your **Salesforce Sandbox (not production)**, you must enable sandbox mode in the integration URL **before initiating the connection**. #### Step 1: Log in to Your Chili Piper Sandbox - Go to your Chili Piper sandbox tenant URL and sign in. - If you're logged into another Chili Piper environment, log out first. #### Step 2: Open the Integrations Page in Sandbox Mode - In your browser, navigate to your integrations page using the following format: ``` https://.chilipiper.com/fire/admin/integrations/built-in?isSandbox=true ``` - The ?isSandbox=true parameter is **required**.It ensures that when you connect Salesforce, the login flow uses the **Salesforce sandbox environment (****test.salesforce.com****) instead of production**. > ⚠️ Important: This parameter must be present **before** you click **Connect to CRM**. If it is missing, the connection will default to production. #### Step 3: Connect to Salesforce - On the Integrations page, find **Salesforce**. - Click **Connect to CRM**. #### Step 4: Authorize Using Salesforce Sandbox Credentials - You will be redirected to the Salesforce login page. - Enter your **Salesforce Sandbox** username and password. - Approve the OAuth access request. #### Step 5: Confirm the Connection - After authorization, return to Chili Piper. - The Salesforce integration should display a **Connected** status.