Revspire Resources

Salesforce Connection

The Salesforce package now ships with the Revspire OAuth provider, external credential, named credential, and principal mapping. Setup is now configuration-only.

What Admins Need To Do

  1. Create or open a Revspire OAuth connection and copy its Client ID and Client Secret.
  2. Update the packaged Salesforce OAuth provider with that client ID and secret.
  3. Assign permission set access to users.
  4. Add the LWC component to the Opportunity page (includes Content, Request Content, Deal Rooms, and Meeting Hub tabs).
  5. Each user authorizes once in Salesforce (per-user OAuth).

Step 1: Create OAuth Connection in Revspire

Path: Revspire > Setup > OAuth

Use the Salesforce Browser template and copy:

  • Client ID
  • Client Secret (shown only once)
  • Rotate Refresh Token: Disabled (required for Salesforce external credential stability)

Required Salesforce callback (constant):
https://login.salesforce.com/services/extidp/callback

Recommended Scope
openid profile email offline_access revspire.salesforce.embed revspire.salesforce.embed.read revspire.salesforce.embed.write revspire.salesforce.agentforce revspire.mcp.tools.read revspire.mcp.tools.write

Step 2: Update Packaged External Auth Identity Provider

Path: Salesforce Setup > External Auth Identity Providers > Revspire OAuth Provider

Update only these values:

  • Client Id: <paste from Revspire OAuth>
  • Client Secret: <paste from Revspire OAuth>
  • Scope: openid profile email offline_access revspire.salesforce.embed revspire.salesforce.embed.read revspire.salesforce.embed.write revspire.salesforce.agentforce revspire.mcp.tools.read revspire.mcp.tools.write

Keep packaged endpoints as-is:

  • Authorize URL: https://login.api.revspire.io/oauth/authorize
  • Token URL: https://login.api.revspire.io/oauth/token
  • PKCE: Enabled
  • Refresh Token Rotation: Disabled (do not rotate for Salesforce)

Step 3: Assign User Access

The package includes principal mapping. Admins must assign:

  • Revspire Credential Access

Step 4: Add LWC to Opportunity Layout

  1. Open Lightning App Builder for Opportunity Record Page.
  2. Add component: Opportunity Revspire Details.
  3. Save and activate.
  4. Open an Opportunity and confirm the Meeting Hub tab is visible in the component.

Step 5: Per-User OAuth Authorization

  1. User opens an Opportunity with the Revspire component.
  2. User clicks Connect Revspire.
  3. User signs in and approves access.
  4. Salesforce stores tokens per user and the component loads.

Important Notes

  • No manual creation of Named Credential / External Credential / External Auth Provider is needed for this package version.
  • Callback is standardized to https://login.salesforce.com/services/extidp/callback in the Salesforce OAuth template.

Meeting Hub (Salesforce)

The embedded Meeting Hub gives reps a daily meeting timeline plus meeting prep context directly inside Salesforce Opportunity layout.

  • Where: Opportunity Revspire Details > Meeting Hub
  • Requires: active primary mailbox connection for the signed-in Revspire user.
  • Behavior: linked deal room activity excludes internal and personal-email participants to keep prep signals clean.
  • Validation: opening a meeting should load participants, AI briefing, company news, and ask assistant panel.

Troubleshooting

  • Not authenticated: user has not completed per-user authorization; click Connect Revspire.
  • Insufficient scope: update scope in Revspire OAuth and Salesforce provider, then re-authorize user.
  • redirect_uri mismatch: verify callback is https://login.salesforce.com/services/extidp/callback.
  • invalid_client: wrong/rotated client secret in Salesforce provider settings.
  • Bearer token is invalid or expired: open the Opportunity component and click Connect Revspire to re-authorize. If this repeats, verify the OAuth connection has Rotate Refresh Token = Disabled.
  • No Allow Access button: ensure user has permission set Revspire Credential Access.