Salesforce Legal Integration Setup Guide

To connect Salesforce to Quilia, you will:

1. Create a Quilia External Client App in Salesforce
2. Get the Consumer Key and Consumer Secret from that app
3. Confirm your Salesforce login URL
4. Enter these three values into Quilia and save

What you need

• Salesforce admin access
• Quilia organization admin access

Step 1 – Open App Manager in Salesforce

1. Sign in to Salesforce.
2. Click the gear icon and open Setup.
3. In the Quick Find box, type App Manager and click App Manager.

Step 2 – Create the Quilia External Client App

1. In App Manager, click New External Client App.
2. Fill out the basic information:
   
   External Client App Name: Quilia Integration
   API Name: Quilia_Integration (this usually auto-generates)
   Distribution State: Local
   Info URL: https://www.quilia.com/integrations/salesforce/
   Logo Image URL: https://www.quilia.com/logo.png
   Icon URL: https://www.quilia.com/icon.png
   Description: Integrates Quilia's case management capabilities with Salesforce, enabling seamless data synchronization for cases, contacts, notes, and documents. Supports OAuth2 authentication.
3. In the same form, turn on OAuth:

• Check Enable OAuth Settings.
• Callback URL:
  https://portal.quilia.com/api/integrations/salesforce/callback

1. Under OAuth scopes, add only these:
   
   id
   api
   refresh_token
   openid

Do not add full or any extra scopes like Chatter, Visualforce, Lightning, Analytics, Data Cloud, Pardot.

1. Under flow options:
   
   Enable Client Credentials Flow: leave unchecked
   Enable Authorization Code and Credentials Flow: check this
   Enable Device Flow: leave unchecked
   Enable JWT Bearer Flow: leave unchecked
   Enable Token Exchange Flow: leave unchecked
2. Under security options:
   
   Require secret for Web Server Flow: check
   Require secret for Refresh Token Flow: check
   Require Proof Key for Code Exchange (PKCE): check
   Enable Refresh Token Rotation: usually leave unchecked unless your security policy requires it
3. Click Save.

Step 3 – Set basic OAuth policies

From the External Client App detail page:

1. Open the Policies tab.
2. In the OAuth Policies section, use these recommended settings unless your security team requires something different:

Permitted Users: All users may self-authorize
IP Relaxation: Relax IP restrictions
Refresh Token Policy: Refresh token is valid until revoked

Step 4 – Get the Consumer Key and Consumer Secret

1. On the Quilia Integration app detail page, click the Settings tab.
2. Scroll to the OAuth Settings section and expand it if needed.
3. Click the Consumer Key and Secret button.
4. If Salesforce sends a verification code to your email, enter that code when asked.
5. Salesforce will show two values:
   
   Consumer Key
   Consumer Secret

Leave this screen open while you enter these values into Quilia.

Step 5 – Confirm your Salesforce login URL

Most firms use this login URL:

https://login.salesforce.com

If your firm signs in at a different Salesforce login address, use the exact address you see in your browser’s address bar when you log in.

Step 6 – Enter these values in Quilia

1. Sign in to Quilia as an admin.
2. Go to Settings.
3. Open the Features section.
4. Find the Salesforce integration and open the API Credentials window (the screen that asks for Consumer Key, Consumer Secret, and Login URL).
5. Fill in the fields:
   
   Consumer Key: paste the Consumer Key from Step 4
   Consumer Secret: paste the Consumer Secret from Step 4
   Login URL: enter your Salesforce login URL from Step 5
6. Click Save.

Security notes

• Treat the Consumer Secret like a password.
• Only share these details with people at your firm who need them and your Quilia contact.
• Avoid including the Consumer Secret in screenshots or large group emails.