Salesforce Legal Integration Setup Guide

This guide walks you through connecting Salesforce to Quilia using OAuth. You’ll create a Salesforce External Client App, collect the required credentials, and enter them into Quilia.

Overview

To connect Salesforce to Quilia, you will:

1. Create a Quilia External Client App in Salesforce
2. Get the Consumer Key and Consumer Secret
3. Confirm your Salesforce login URL
4. Enter these 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.

1. Click the gear icon and open Setup.
2. In the Quick Find box, type App Manager.
3. 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 (auto-generated)
   • 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.

Step 3: Enable OAuth Settings

1. In the same form, check Enable OAuth Settings.
2. Set the Callback URL to:
   
   https://portal.quilia.com/api/integrations/salesforce/callback
   
   
3. Under OAuth Scopes, add only the following:
   • id
   • api
   • refresh_token
   • openid
4. Do not add extra scopes such as Chatter, Visualforce, Lightning, Analytics, Data Cloud, or Pardot.

Step 4: Configure OAuth Flow Options

Set the flow options exactly as follows:

• Enable Client Credentials Flow: Unchecked
• Enable Authorization Code and Credentials Flow: Checked
• Enable Device Flow: Unchecked
• Enable JWT Bearer Flow: Unchecked
• Enable Token Exchange Flow: Unchecked

Step 5: Configure Security Options

Under Security Options, use these settings:

• Require secret for Web Server Flow: Checked
• Require secret for Refresh Token Flow: Checked
• Require Proof Key for Code Exchange (PKCE): Checked
• Enable Refresh Token Rotation: Leave unchecked unless your security policy requires it

Click Save.

Step 6: Set OAuth Policies

1. Open the newly created Quilia Integration app.
2. Go to the Policies tab.

Under OAuth Policies, use these recommended settings unless your security team requires otherwise:

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

Step 7: Get the Consumer Key and Consumer Secret

1. Open the Settings tab on the Quilia Integration app.
2. Scroll to OAuth Settings and expand the section if needed.
3. Click Consumer Key and Secret.

If Salesforce sends a verification code to your email, enter it when prompted.

Salesforce will display:

• Consumer Key
• Consumer Secret

Leave this screen open for the next step.

Step 8: Confirm Your Salesforce Login URL

Most firms use:

https://login.salesforce.com

If your firm uses a different Salesforce login URL, use the exact address shown in your browser when you sign in.

Step 9: Enter the Credentials 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.

Enter the following:

• Consumer Key: From Step 7
• Consumer Secret: From Step 7
• Login URL: From Step 8

Click Save.

Security Notes

• Treat the Consumer Secret like a password.
• Only share these credentials with trusted team members and your Quilia contact.
• Avoid including the Consumer Secret in screenshots or large group emails.

That’s it. Once saved, Quilia and Salesforce are officially talking.