Read.ai Integration - Admin Setup Guide

Created: May 20, 2024 / Last Updated: May 20, 2024

Author: Brendan McDonald (brendan@cstoolkit.app)

Read.ai Integration - Admin Setup Guide

• Prerequisites
• Installation
• Site Configuration
• Named Credential Configuration
• Read.ai Configuration

Prerequisites

• Must have read.AI Pro for access to integrations

Installation

• readIntegration is a free Salesforce Managed Package, created by CS Toolkit Inc.
• Current Version: 0.2
• Installation Link (Production): readIntegration 0.2
• Installation Link (Sandbox): readIntegration 0.2

1. Chose install for Admins Only
2. Acknowledge and install readIntegration

3. On the Installation Complete Screen, click Done and move on to readIntegration configuration.

Site Configuration

read.ai uses a webhook to integrate with Salesforce, because of this, you are required to set up a publically accessible salesforce site.

4. Register Salesforce Site

1. From Setup, search for Sites (or locate Sites, Setup > User Interface > Sites and Domains > Sites)
2. Click on Sites

3. On the Sites screen, acknowledge the Sites Terms of Use, and click “Register My Salesforce Site Domain”

5. Create Salesforce Site

1. Once you have a registered Salesforce site, create a new site using the “New” button on the bottom section of the Sites screen.

2. Configure the new site

1. Site Label: SalesforceHook
2. Site Namel: SalesforceHook
3. Site Contact: Salesforce Admin
4. Default Record Owner: Salesforce Admin
5. Active: [checked]
6. Active Site Home Page: UnderConstruction (or chose any site page)
7. Clickjack Protection Level: Allow framing by the same origin only (Recommended)
8. Lightning Features for Guest Users: [checked]
9. Enable Content Sniffing Protection: [checked]
10. Enable Browser Cross Site Scripting Protection: [checked]
11. Referrer URL Protection: [checked]
12. Redirect to custom domain: [unchecked] (recommended)
13. Cache public Visualforce pages: [checked]

3. Click Save

6. Give Guest Site User Permissions

1. On the Site, click “Public Access Settings”
2. On the SalesforceHook Profile click “View Users”
3. Click “Site Guest User, SalesforceHook”
4. On the User page, in the “Permission Set Assignments” section, click “Edit Assignments”

5. Add ReadWebhook to “Enabled Permission Sets”

6. Click Save

Named Credential Configuration

7. Copy the link from the site that was created

1. Example: https://nosoftware-customizatio387-dev-ed.scratch.my.salesforce-sites.com

8. From Setup, search for Named Credentials (or locate Named Credentials, Setup > Security > Named Credentials)
9. Configure Named Credentials

1. Click “Salesforce Webhook”
2. In the URL field, replace “https://yourSalesforceSite.com/”, with the site link you copied from the previous step

3. Click Save

Read.ai Configuration

10. Copy the URL you pasted in the SalesforceWebhook Named Credentials
11. Login to your read.ai account
12. Click Apps & Integrations in the left hand side bar
13. Scroll down and click “Webhooks”

14. Add Webhook

1. Click “Add Webhook”
2. Webhook name: SalesforceHook
3. HTTPS URL: Paste the URL from Named Credentials

1. Example: https://nosoftware-customizatio387-dev-ed.scratch.my.salesforce-sites.com/services/apexrest/cstoolkit/api/invokeReadWebhook/ 

4. Click “Create Webhook”

15. Test Webhook

1. Click the ellipses beside the newly created Webhook
2. Click “Send test request”

3. You should see a green toast message that says “Your test API call was successful!”

16. Check Salesforce to see if Event was created

1. Go to Home > Calendar
2. Look for an event called “[Read.ai] Meeting Title”
3. Click the event record, it should look like this:

17. You’re done!