Getting started with Salesforce

Documentation Index

Fetch the complete documentation index at: https://docs.authsignal.com/llms.txt

Use this file to discover all available pages before exploring further.

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Package installation

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Prerequisites

• Salesforce Organization (Enterprise Edition and up)
• System Administrator access
• Lightning Experience enabled
• Sites feature enabled

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Step 1: Install the package

1

Install managed package

The Authsignal team will provide you with a URL to use to install the managed package to your Salesforce instance. Navigate to this URL to begin.

Be sure to use the correct URL for your environment type Production/Developer vs Sandbox

2

Choose installation option

Select Install for Admins Only, additional permissions settings will be set later.

3

Approve Remote Site Settings

When prompted about remote sites, click Yes, grant access to these third-party websites.This allows Authsignal Call Connect to communicate with Authsignal APIs.

4

Wait for installation and verify

Typically installation takes 2-5 minutes.Once complete navigate to Setup -> Apps -> Packaging -> Installed Packages to verify the presence of Call Connect

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Step 2: Assign permission sets

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Salesforce Sites configuration

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Step 3: Enable and configure Site

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Step 4: Assign webhook permissions to guest user

1

Navigate to guest user

In the Site details, click Public Access Settings.Click View Users, and find the Site Guest User.Click on their name Site guest user to open their profile.

2

Assign permission set to guest user

Click Edit Assignments under Permission Set AssignmentsAdd Call Connect Webhook User permission set to the list.Click Save

3

Verify webhook health

Verify the webhook is accessible by calling the health check endpoint.This varies based on organisation type:

Organisation Type	Example Webhook URL
Production	https://[your-site-domain].my.salesforce-sites.com/services/apexrest/authsignal/callconnect/webhook
Developer Edition	https://[your-site-domain].develop.my.salesforce-sites.com/services/apexrest/authsignal/callconnect/webhook
Sandbox	https://[your-site-domain].sandbox.my.salesforce-sites.com/services/apexrest/authsignal/callconnect/webhook

Substitute your-site-domain for the domain you noted earlier.For a healthy webhook, you should see a health check response like this:

   <response>
       <endpoint>/services/apexrest/authsignal/callconnect/webhook</endpoint>
       <error></error>
       <status>healthy</status>
       <timestamp>2025-11-17T10:30:15.719Z</timestamp>
       <version>1.0.0</version>
   </response>

If you see a FORBIDDEN error here this means the permission set what not assigned correctly to the guest user.

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Lightning page configuration

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Step 5: Configure case record page

1

Navigate to the case record template

Navigate to Setup -> Objects and Fields -> Object Manager, and select Case from the list. On the navigation bar on the left select Lightning Record Pages, and select Call Connect Case Record Page Template.

2

Clone and modify template

Click Clone. Be sure to rename the Label of the template.Modify the template as you wish.Note the Authenticate button on the top right of the page, this is the Call Connect Challenge component:Additionally, there is a Call Connect Transaction Record component for keeping a log of all Call Connect Activities:Click Save to save your progress.

3

Activate

Once saved, click Activation on the top right of the page.Here you can choose how far to scope this template, for example you can activate org-wide.Click Assign as Org Default, select Desktop, click Next and then Save.

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Final configuration

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Step 6: Configure Call Connect custom metadata

1

Navigate to Call Connect custom metadata type

Navigate to Setup -> Custom Code -> Custom Metadata Types.Next to Call Connect Settings click Manage Records.Click Case Settings Template (please clone).

2

Clone and configure Call Connect metadata

Click Clone.Configure as below:

Variable	Explanation	Example
Label	Give it a descriptive name	My Case Settings
Call Connect Settings Name	Will auto populate	My Case Settings
Is Active		true
Challenge Status Field	Field API name where challenge status is stored	authsignal__CallConnectStatus__c
Challenge Time Allowed	Time in seconds for challenge	60
Email	Section of the case to be mapped to the Email Field in Call Connect	Contact.Email
Phone	Section of the case to be mapped to the Phone Field in Call Connect	Contact.Phone
Transaction Relationship Field	How to map the Call Connect Transaction to the parent record	CaseId

Save the record.

3

Activate

The original managed package metadata is already deactivated, so your new cloned record with “Is Active” = true becomes the active configuration

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Step 7: Authsignal Call Connect portal configuration

1

Navigate to Call Connect setup

In the Authsignal Portal, navigate to Settings -> Call Connect. Select Salesforce.

2

Enter details

Enter the following information, which can be found from the Authsignal Salesforce Site configuration page:

• Salesforce Organization ID
• Organization Type
• Site ID
• Site Domain Name

Select Activate Call Connect

3

API key

You are presented with the Call Connect Settings Page. Scroll to the Call Connect API Keys section at the bottom of the page.Select to copy the API secret key. Keep this handy for the next step.

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Step 8: Configure API key in Salesforce

1

Navigate to external credentials in Salesforce

In Salesforce navigate to Setup -> Security -> Named Credentials. Click on the External Credentials tab, and select the CallConnectExtCredentials named credential.

2

Edit principal

Under Principal, select the dropdown on the right and select Edit.Enter the following as a Parameter:

Parameter Name	Value
API_KEY	Authsignal Call Connect API Key copied from the previous step

Select Save