Last updated: 09/21/2026

This guide is for your organization's IT administrator. It covers preparing your Salesforce environment to receive AviaryAI call records, then creating a Connected App and authorizing the connection.

Overview

Connecting Salesforce to AviaryAI has two parts:

Prepare Salesforce — your Salesforce admin creates a place for Aviary's call data to land: a dedicated Task record type, the fields Aviary writes, and a few configuration settings that keep records from being rejected.

Connect the accounts — your IT team then:

1. Creates a Connected App in Salesforce
2. Copies the Consumer Key and Consumer Secret
3. Enters those credentials in AviaryAI
4. Authorizes the connection via OAuth

Once both parts are done, AviaryAI automatically logs each voice agent call as a Task record on the matching Salesforce Contact.

What You'll Need

• ☐ Admin access to your Salesforce org (Sandbox or Production)
• ☐ Permission to create record types, page layouts, and custom fields on the Task object
• ☐ Admin access to your AviaryAI account
• ☐ Your AviaryAI callback URL (provided by your AviaryAI Client Success representative)
• ☐ An email address you can check during setup (Salesforce may require identity verification)

Who Should Complete This