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Salesforce is the leading CRM platform for managing customer relationships across sales, service, and marketing. Connecting Salesforce to Duvo lets your agents query, create, and update CRM records — accounts, contacts, opportunities, and custom objects — so your workflows always operate on live customer data.

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Setup

You connect Salesforce through an External Client App that you register in your own Salesforce org. Salesforce blocks users from approving an app their org has not installed, so an app native to your org is what makes the login work.

Confirm prerequisites

A Salesforce edition that includes API access — Enterprise, Unlimited, Performance, or Developer. Professional Edition needs the API add-on.
Permission to create an External Client App in the org you want to connect, or a Salesforce admin who can create one for you.
The Salesforce user you connect with needs the API Enabled permission, granted on their profile or through a permission set. Salesforce refuses the login without it, so the connection cannot be created. Ask your Salesforce admin if you are not sure.

Create an External Client App

In the Salesforce org you want to connect — the sandbox itself if you are connecting a sandbox — open Setup, then search for and open External Client App Manager. Click New External Client App. Enter a name (for example Duvo), your contact email, and a distribution state of Local.

Enable OAuth

In the API (Enable OAuth Settings) section, turn on Enable OAuth.

Set the callback URL

Paste Duvo’s callback URL into Callback URL:
The same URL is shown on the Duvo connect form with a copy button — copy it from there so you always register the right one.

Select the scopes

Move these OAuth scopes into Selected OAuth Scopes:
  • Manage user data via APIs (api)
  • Access the identity URL service (id)
  • Perform requests at any time (refresh_token, offline_access)
Leave Require Proof Key for Code Exchange (PKCE) on, and turn off Require secret for Web Server Flow only if your org policy demands it — Duvo sends the consumer secret either way. Save the app.

Find the consumer key and secret

Open the app in External Client App Manager, go to the Settings tab, expand OAuth Settings, and click Consumer Key and Secret. Salesforce asks you to verify your identity, then shows both values. Copy them.It can take a few minutes before a newly saved app accepts logins.

Connect in Duvo

On the Connections page, click Enable next to Salesforce and fill in these fields:
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string
required
Which org your External Client App lives in — Production, Sandbox, or My Domain host. See Salesforce environments below.
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string
Your org’s own login domain, for example mycompany.my.salesforce.com. Shown only when you pick My Domain host. Enter the host without https://.
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string
required
The consumer key from your External Client App, under Settings > OAuth Settings > Consumer Key and Secret.
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string
required
The consumer secret shown on the same screen as the consumer key.
Click Continue to Salesforce to log in and approve access.

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Salesforce environments

Duvo only accepts Salesforce login hosts: login.salesforce.com, test.salesforce.com, and a My Domain host in one of three shapes — mycompany.my.salesforce.com, mycompany--qa.sandbox.my.salesforce.com, or mycompany.develop.my.salesforce.com. Anything else is rejected, including scratch org hosts ending in .scratch.my.salesforce.com.
If you rotate the consumer secret in Salesforce, delete the Duvo connection and connect again with the new secret. Reconnecting reuses the secret you first entered, so it keeps failing until the connection is recreated.

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Capabilities

  • Record management — Create, read, update, and delete records across standard and custom objects, including accounts, contacts, and opportunities.
  • SOQL queries — Run Salesforce Object Query Language queries to retrieve and aggregate records matching specific criteria.
  • SOSL search — Use Salesforce Object Search Language to search across multiple objects at once.
  • Schema exploration — List all objects in your org and inspect their field metadata to understand your data model.
  • Custom object support — Work with any SObject in your org, not just standard Salesforce objects.

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Key Benefits

  • Automated CRM hygiene — Keep account, contact, and opportunity records current without manual data entry.
  • End-to-end sales workflows — Bridge lead capture, opportunity tracking, and customer communication in a single automated process.
  • Custom object support — Work with your unique Salesforce configuration, not just standard objects.
  • Full query power — Use SOQL and SOSL to retrieve exactly the data your workflows need, including cross-object searches and aggregations.

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Works Well With

Gmail

Send emails to Salesforce contacts and log the communication back to their CRM record automatically.

Microsoft Outlook

Send emails to Salesforce contacts and log the communication back to their CRM record automatically.

Slack

Post deal updates, new lead alerts, or stage-change notifications to sales channels.

Microsoft Teams

Post deal updates, new lead alerts, or stage-change notifications to sales channels.

Google Sheets

Export opportunity or account data into spreadsheets for pipeline analysis and forecasting.

Microsoft Excel

Export opportunity or account data into spreadsheets for pipeline analysis and forecasting.