🚨 Prerequisite:

You must have the Admin rights in both Salesforce and Modjo. If so, follow the quick and easy steps described below:

⏱️ Duration time: 10' on average

1. How does it work?

Modjo binds with Salesforce CRM allowing to:

Find your Salesforce contacts, accounts and opportunities related to your calls in order to import and display them within the platform.
Make sure the calls were logged in Salesforce as a "call activity" in the contact/account/opportunity timeline. If the call was already logged by the phone provider (ex: Aircall), we'll solely add the link to the call in Modjo. In the event that the call wasn't logged, Modjo adds the call activity (with a few extra details) as well as a link to the call.
Display within Salesforce's calls' activities the comments made on their corresponding calls in Modjo.
Synchronize email activities present in Salesforce (related to your contacts/accounts/opportunities) in order to quickly visualize in Modjo the timeline of your past interactions.

Step 1

Create the "Modjo" External Client App in Salesforce

💡 Since Spring ’26, Salesforce no longer lets you create new Connected Apps by default. Modjo is now set up as an External Client App. If Modjo is already connected to your org through a Connected App, it keeps working — there is nothing to migrate.

Go to Salesforce home
At the top right-hand corner select the gear, then "Setup"

Type "External Client App Manager" in the search bar
Click on "External Client App Manager"

Within the page displayed => Click on "New External Client App"

Fill in the Basic Information with the following values:
- External Client App Name: Modjo
- API Name: Modjo
- Contact Email: contact@modjo.ai
- Distribution State: Local

Open the "API (Enable OAuth Settings)" section and make sure "Enable OAuth" is ticked
Fill the callback url (if an error occurs, enter the URL manually)
```
https://app.modjo.ai/integrations/salesforce/callback
```
Select 3 OAuth scopes (using the arrows)
- Manage user data via APIs (api)
- Access the identity URL service (id, profile, email, address, phone)
- Perform requests at any time (refresh_token, offline_access)
In the Security section, leave "Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows" enabled. External Client Apps use the OAuth web server flow with PKCE, which Modjo supports.

Press the "Create" button

Open the app you just created and go to the Settings tab
Under OAuth Settings, click "Consumer Key and Secret"
Copy your consumer key
Copy your secret key
Save them for next step

Copy your "Salesforce instance Url"
- This is the very first part of your browser Url when you log in Salesforce
(For instance, in the screenshot displayed below, the instance url is https://eu40.lightning.force.com)
Usually, it should look like:
- yourcompany.lightning.force.com
- OR yourcompany.my.salesforce.com.

⏳ Wait a few minutes before moving on to step 2. After the app is created, Salesforce can take up to 10 minutes to make it usable. If you connect Modjo straight away, you may get an "invalid client id" error — this is expected, simply wait a few minutes and try again.

Step 2

Set your Salesforce integration and bind users in Modjo

In Modjo, go to Settings => Integrations => CRM
Find Salesforce and click on Connect
A form appears (scroll upwards if you don't see it).
- Paste the consumer key and the secret key
- Paste the instance url (don't forget the https://)
  (You retrieved this information in step 1).
Click Save
Click Link your account

You should be redirected to a Salesforce login page => log in with your regular Salesforce credentials

Once you've logged in, you should be redirected back to the Modjo integration's page

Below All integrations, you should see Salesforce => Click to display the integration's settings
Afterwards, in the User tab, bind each and every Modjo user to his Salesforce's user access.
Good to know: you can use the Auto-match button to let Modjo link your users based on email matching.
Click Save

Step 3

Keep your data synchronized

💡 This action will enable your Salesforce CRM data to be updated in Modjo every 15 minutes.

In Salesforce, go to Setup (see Step 1)
Type "Change Data Capture" in the search bar
Click on "Change Data Capture"
Search and select "Opportunity"
Click on "Add" button
Search and select "Opportunity Contact Role"
Click on "Add" button
(You must have the same display as the image in the right)
Press Save button