Salesforce
Monitor Salesforce for deals closing soon, new leads, overdue activities, and stalled opportunities. Keep your pipeline moving and never miss a follow-up.
Quick Setup
- Log in to Salesforce
- Go to Settings → My Personal Information → Reset My Security Token
- Check your email for the new security token
- In Phyllax → Integrations → Salesforce → Connect → enter your username, password, security token, and optionally your instance URL
Required Credentials
| Field | Where to find it |
|---|---|
| Username | Your Salesforce login email (e.g. you@yourorg.com) |
| Password | Your Salesforce password |
| Security Token | Salesforce → Settings → My Personal Information → Reset My Security Token (emailed to you) |
| Instance URL (optional) | Leave blank to use login.salesforce.com. Set to your org URL for custom domains (e.g. https://yourorg.my.salesforce.com) |
Security Token
Salesforce sends the security token to your email when you reset it. It changes every time you change your password. If you're on an IP-whitelisted network, you may not need one.
What Phyllax Monitors
| Schedule | What it checks |
|---|---|
| Deals closing soon | Opportunities with a close date in the next 7 days |
| New leads | New leads assigned to you in the last 24 hours |
| Overdue activities | Overdue tasks, calls, or meetings assigned to you |
| Stalled opportunities | Open opportunities with no activity in the last 14 days |
Notification Actions
When Salesforce finds something important, the notification card shows:
- Log a call — log a call activity on the record
- Add note — AI drafts a note you can edit before saving
- Move to next stage — advance the opportunity to the next stage
- Open Record — open the record in Salesforce
All action chips that involve writing (Add note, etc.) open the AI draft panel — AI generates a suggested response that you can edit before posting.
Troubleshooting
"INVALID_LOGIN" error
The username + password + security token combination is incorrect. Make sure you're appending the security token to your password (Salesforce combines them). Reset your security token and try again.
"LOGIN_MUST_USE_SECURITY_TOKEN"
You're logging in from an IP that isn't whitelisted. Reset your security token (Settings → My Personal Information → Reset My Security Token) and paste the new one.
Custom domain not connecting
If your Salesforce org uses a custom domain (e.g. yourorg.my.salesforce.com), enter it in the Instance URL field. Otherwise, leave it blank to use the default login.salesforce.com.