Getting Started with SoulMachines + Salesforce Integration

The Soul Machines Workforce Connect™ app for Salesforce® enables you to embed emotionally intelligent, human-form AI Agents into your workflows—without writing code. This guide outlines how to get started depending on your current status.

Requirements Overview

To use the integration, you’ll need:

• A Workforce Connect Plan (7-day trial available)

• A Salesforce® account with admin access

• The Salesforce Workforce Connect™ app, available via the AppExchange Store

• An API Key (retrieved from your Workforce Connect dashboard)

User Setup Guide

Before your team starts using the Workforce Connect App in Salesforce you’ll need to:

1. Set up Agentforce

2. Assign Permission sets

3. Set up an OAuth policy

4. Get an API key

Step 1: Setup Agentforce

1. Go to Setup → Agentforce Agents → New Agent → Agentforce Employee Agent

2. Add the "Create Soul Machines Call from Agent" topic to your Agentforce Employee Agent

3. Make sure "General CRM" and "Single Record Summary" are included as topics in your Agentforce Employee Agent.

4. Activate the Agentforce Employee Agent

5. Go to Setup → Permission Sets

6. Create a Permission Set (e.g. "Access Agentforce Employee Agent") and assign access to the Agentforce Employee Agent

Step 2: Create User Profiles and assign Permission Sets

1. Go to Setup → Users

2. Create a New User called Soul Machines Admin with Salesforce license and using Standard Profile, make sure Flow User is enabled.

3. Assign the Permission Sets "Access Agentforce Employee Agent" and "Soul Machines Admin"

4. Repeat 2 and 3 with a New User called Soul Machines User and assign  "Soul Machines User" Permission Set instead of "Soul Machines Admin".

5. Create a New User called Soul Machines OAuthRunAs with Salesforce license and using Standard profile.

6. Assign the Permission Set "Soul Machines OAuthRunAs"

Note: Soul Machines Admin will have access to configuration page, whereas Soul Machines User will not have access to the configuration page. All other features are identical. Soul Machines OAuthRunAs is the special user created for the OAuth Setup in the next Step. Optionally, you can also assign "Soul Machines OAuthRunAs" permission set to "Soul Machines Admin" user and use "Soul Machines Admin" User in the next Step.

Step 3: OAuth Setup

1. Go to Setup → External Client App Manager → Soul Machines Agent Connector

2. Click Edit Policies

3. Check Enable Client Credentials Flow

4. Set Run As User to "Soul Machines OAuthRunAs" User created in Step 1

5. Save the configuration

Step 4: App Configuration

1. For the API Key, simply log-in to your Workforce Connect account at workforce.soulmachines.com

2. At the bottom of the screen, locate the box for Salesforce and click on the button that says “Generate Salesforce API Key”. An API key will be generated. 

3. Click on the copy to clipboard icon and then go back to the Salesforce screen

4. Paste the key into the Soul Machines API Key field and then click on Save Configuration.