[{"data":1,"prerenderedAt":774},["ShallowReactive",2],{"navigation_docs":3,"-en-articles-8991210-salesforce-integration-setup-install-and-configure-scribeless":307,"-en-articles-8991210-salesforce-integration-setup-install-and-configure-scribeless-surround":771},[4],{"title":5,"path":6,"stem":7,"children":8,"page":306},"En","\u002Fen","en",[9],{"title":10,"path":11,"stem":12,"children":13,"page":306},"Articles","\u002Fen\u002Farticles","en\u002Farticles",[14,18,22,26,30,34,38,42,46,50,54,58,62,66,70,74,78,82,86,90,94,98,102,106,110,114,118,122,126,130,134,138,142,146,150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218,222,226,230,234,238,242,246,250,254,258,262,266,270,274,278,282,286,290,294,298,302],{"title":15,"path":16,"stem":17},"Christmas Cards: Frequently Asked Questions","\u002Fen\u002Farticles\u002F10191821-christmas-cards-frequently-asked-questions","en\u002Farticles\u002F10191821-christmas-cards-frequently-asked-questions",{"title":19,"path":20,"stem":21},"QR codes - tracking engagement","\u002Fen\u002Farticles\u002F10793358-qr-codes-tracking-engagement","en\u002Farticles\u002F10793358-qr-codes-tracking-engagement",{"title":23,"path":24,"stem":25},"Creating a folded card template","\u002Fen\u002Farticles\u002F13793226-creating-a-folded-card-template","en\u002Farticles\u002F13793226-creating-a-folded-card-template",{"title":27,"path":28,"stem":29},"Add Typeform respondents to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827604-add-typeform-respondents-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827604-add-typeform-respondents-to-a-scribeless-campaign-with-zapier",{"title":31,"path":32,"stem":33},"Add WooCommerce customers to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827616-add-woocommerce-customers-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827616-add-woocommerce-customers-to-a-scribeless-campaign-with-zapier",{"title":35,"path":36,"stem":37},"Add ActiveCampaign contacts to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827678-add-activecampaign-contacts-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827678-add-activecampaign-contacts-to-a-scribeless-campaign-with-zapier",{"title":39,"path":40,"stem":41},"Add Klaviyo profiles to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827681-add-klaviyo-profiles-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827681-add-klaviyo-profiles-to-a-scribeless-campaign-with-zapier",{"title":43,"path":44,"stem":45},"Add Mailchimp subscribers to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827683-add-mailchimp-subscribers-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827683-add-mailchimp-subscribers-to-a-scribeless-campaign-with-zapier",{"title":47,"path":48,"stem":49},"Add Calendly invitees to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827684-add-calendly-invitees-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827684-add-calendly-invitees-to-a-scribeless-campaign-with-zapier",{"title":51,"path":52,"stem":53},"Add Reply.io prospects to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827685-add-reply-io-prospects-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827685-add-reply-io-prospects-to-a-scribeless-campaign-with-zapier",{"title":55,"path":56,"stem":57},"Add Omnisend contacts to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827686-add-omnisend-contacts-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827686-add-omnisend-contacts-to-a-scribeless-campaign-with-zapier",{"title":59,"path":60,"stem":61},"Add Lemlist sales moments to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827688-add-lemlist-sales-moments-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827688-add-lemlist-sales-moments-to-a-scribeless-campaign-with-zapier",{"title":63,"path":64,"stem":65},"Add Drip subscribers to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827689-add-drip-subscribers-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827689-add-drip-subscribers-to-a-scribeless-campaign-with-zapier",{"title":67,"path":68,"stem":69},"Add Yotpo customers to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827693-add-yotpo-customers-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827693-add-yotpo-customers-to-a-scribeless-campaign-with-zapier",{"title":71,"path":72,"stem":73},"Add SavvyCal invitees to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827694-add-savvycal-invitees-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827694-add-savvycal-invitees-to-a-scribeless-campaign-with-zapier",{"title":75,"path":76,"stem":77},"Add Tally form submissions to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827698-add-tally-form-submissions-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827698-add-tally-form-submissions-to-a-scribeless-campaign-with-zapier",{"title":79,"path":80,"stem":81},"Add Squarespace Commerce orders to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827700-add-squarespace-commerce-orders-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827700-add-squarespace-commerce-orders-to-a-scribeless-campaign-with-zapier",{"title":83,"path":84,"stem":85},"Add Wix Stores orders to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827703-add-wix-stores-orders-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827703-add-wix-stores-orders-to-a-scribeless-campaign-with-zapier",{"title":87,"path":88,"stem":89},"Add Etsy orders to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827705-add-etsy-orders-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827705-add-etsy-orders-to-a-scribeless-campaign-with-zapier",{"title":91,"path":92,"stem":93},"Add Monday CRM opportunities to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827708-add-monday-crm-opportunities-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827708-add-monday-crm-opportunities-to-a-scribeless-campaign-with-zapier",{"title":95,"path":96,"stem":97},"Add Capsule opportunity milestones to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827710-add-capsule-opportunity-milestones-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827710-add-capsule-opportunity-milestones-to-a-scribeless-campaign-with-zapier",{"title":99,"path":100,"stem":101},"Add Keap contacts to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14827712-add-keap-contacts-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14827712-add-keap-contacts-to-a-scribeless-campaign-with-zapier",{"title":103,"path":104,"stem":105},"Add Apollo sales moments to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837605-add-apollo-sales-moments-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837605-add-apollo-sales-moments-to-a-scribeless-campaign-with-zapier",{"title":107,"path":108,"stem":109},"Add Attio records to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837606-add-attio-records-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837606-add-attio-records-to-a-scribeless-campaign-with-zapier",{"title":111,"path":112,"stem":113},"Add BigCommerce customers to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837607-add-bigcommerce-customers-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837607-add-bigcommerce-customers-to-a-scribeless-campaign-with-zapier",{"title":115,"path":116,"stem":117},"Add Copper opportunities to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837608-add-copper-opportunities-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837608-add-copper-opportunities-to-a-scribeless-campaign-with-zapier",{"title":119,"path":120,"stem":121},"Add Front conversations to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837609-add-front-conversations-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837609-add-front-conversations-to-a-scribeless-campaign-with-zapier",{"title":123,"path":124,"stem":125},"Add Help Scout conversations to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837611-add-help-scout-conversations-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837611-add-help-scout-conversations-to-a-scribeless-campaign-with-zapier",{"title":127,"path":128,"stem":129},"Add Jotform submissions to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837612-add-jotform-submissions-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837612-add-jotform-submissions-to-a-scribeless-campaign-with-zapier",{"title":131,"path":132,"stem":133},"Add Magento order shipments to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837613-add-magento-order-shipments-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837613-add-magento-order-shipments-to-a-scribeless-campaign-with-zapier",{"title":135,"path":136,"stem":137},"Add Pipedrive deals to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837614-add-pipedrive-deals-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837614-add-pipedrive-deals-to-a-scribeless-campaign-with-zapier",{"title":139,"path":140,"stem":141},"Add Recharge subscription events to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837615-add-recharge-subscription-events-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837615-add-recharge-subscription-events-to-a-scribeless-campaign-with-zapier",{"title":143,"path":144,"stem":145},"Add Zendesk support moments to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837616-add-zendesk-support-moments-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837616-add-zendesk-support-moments-to-a-scribeless-campaign-with-zapier",{"title":147,"path":148,"stem":149},"Add Zoho CRM records to a Scribeless campaign with Zapier","\u002Fen\u002Farticles\u002F14837617-add-zoho-crm-records-to-a-scribeless-campaign-with-zapier","en\u002Farticles\u002F14837617-add-zoho-crm-records-to-a-scribeless-campaign-with-zapier",{"title":151,"path":152,"stem":153},"Send postcards with the Scribeless API","\u002Fen\u002Farticles\u002F14896353-send-postcards-with-the-scribeless-api","en\u002Farticles\u002F14896353-send-postcards-with-the-scribeless-api",{"title":155,"path":156,"stem":157},"Installing the Scribeless HubSpot connector","\u002Fen\u002Farticles\u002F15233083-installing-the-scribeless-hubspot-connector","en\u002Farticles\u002F15233083-installing-the-scribeless-hubspot-connector",{"title":159,"path":160,"stem":161},"Using the Scribeless HubSpot workflow connector","\u002Fen\u002Farticles\u002F15233084-using-the-scribeless-hubspot-workflow-connector","en\u002Farticles\u002F15233084-using-the-scribeless-hubspot-workflow-connector",{"title":163,"path":164,"stem":165},"Sending a Scribeless mailer from a HubSpot contact record","\u002Fen\u002Farticles\u002F15233085-sending-a-scribeless-mailer-from-a-hubspot-contact-record","en\u002Farticles\u002F15233085-sending-a-scribeless-mailer-from-a-hubspot-contact-record",{"title":167,"path":168,"stem":169},"Salesforce integration: send a Scribeless mailer manually from a Lead or Contact","\u002Fen\u002Farticles\u002F15253090-salesforce-integration-send-a-scribeless-mailer-manually-from-a-lead-or-contact","en\u002Farticles\u002F15253090-salesforce-integration-send-a-scribeless-mailer-manually-from-a-lead-or-contact",{"title":171,"path":172,"stem":173},"Salesforce integration: send Scribeless mailers automatically with Flow","\u002Fen\u002Farticles\u002F15253092-salesforce-integration-send-scribeless-mailers-automatically-with-flow","en\u002Farticles\u002F15253092-salesforce-integration-send-scribeless-mailers-automatically-with-flow",{"title":175,"path":176,"stem":177},"Send a Scribeless mailer from an Attio person record","\u002Fen\u002Farticles\u002F15292812-send-a-scribeless-mailer-from-an-attio-person-record","en\u002Farticles\u002F15292812-send-a-scribeless-mailer-from-an-attio-person-record",{"title":179,"path":180,"stem":181},"Installing the Scribeless Attio app","\u002Fen\u002Farticles\u002F15292813-installing-the-scribeless-attio-app","en\u002Farticles\u002F15292813-installing-the-scribeless-attio-app",{"title":183,"path":184,"stem":185},"Set up the Scribeless Make connector","\u002Fen\u002Farticles\u002F15292821-set-up-the-scribeless-make-connector","en\u002Farticles\u002F15292821-set-up-the-scribeless-make-connector",{"title":187,"path":188,"stem":189},"Use the Scribeless Make connector to add recipients to a campaign","\u002Fen\u002Farticles\u002F15292822-use-the-scribeless-make-connector-to-add-recipients-to-a-campaign","en\u002Farticles\u002F15292822-use-the-scribeless-make-connector-to-add-recipients-to-a-campaign",{"title":191,"path":192,"stem":193},"Set up the Scribeless n8n connector","\u002Fen\u002Farticles\u002F15292823-set-up-the-scribeless-n8n-connector","en\u002Farticles\u002F15292823-set-up-the-scribeless-n8n-connector",{"title":195,"path":196,"stem":197},"Use the Scribeless n8n connector to add recipients to a campaign","\u002Fen\u002Farticles\u002F15292824-use-the-scribeless-n8n-connector-to-add-recipients-to-a-campaign","en\u002Farticles\u002F15292824-use-the-scribeless-n8n-connector-to-add-recipients-to-a-campaign",{"title":199,"path":200,"stem":201},"Import Scribeless templates from Figma","\u002Fen\u002Farticles\u002F15361637-import-scribeless-templates-from-figma","en\u002Farticles\u002F15361637-import-scribeless-templates-from-figma",{"title":203,"path":204,"stem":205},"Send Scribeless QR scan events to Google Analytics 4","\u002Fen\u002Farticles\u002F15846523-send-scribeless-qr-scan-events-to-google-analytics-4","en\u002Farticles\u002F15846523-send-scribeless-qr-scan-events-to-google-analytics-4",{"title":207,"path":208,"stem":209},"Supported countries and territories","\u002Fen\u002Farticles\u002F17596286-supported-countries-and-territories","en\u002Farticles\u002F17596286-supported-countries-and-territories",{"title":211,"path":212,"stem":213},"Welcome to Scribeless","\u002Fen\u002Farticles\u002F8795953-welcome-to-scribeless","en\u002Farticles\u002F8795953-welcome-to-scribeless",{"title":215,"path":216,"stem":217},"Scribeless glossary","\u002Fen\u002Farticles\u002F8796429-scribeless-glossary","en\u002Farticles\u002F8796429-scribeless-glossary",{"title":219,"path":220,"stem":221},"Team management","\u002Fen\u002Farticles\u002F8800411-team-management","en\u002Farticles\u002F8800411-team-management",{"title":223,"path":224,"stem":225},"Managing your account","\u002Fen\u002Farticles\u002F8800623-managing-your-account","en\u002Farticles\u002F8800623-managing-your-account",{"title":227,"path":228,"stem":229},"I've created my campaign, what happens now?","\u002Fen\u002Farticles\u002F8800636-i-ve-created-my-campaign-what-happens-now","en\u002Farticles\u002F8800636-i-ve-created-my-campaign-what-happens-now",{"title":231,"path":232,"stem":233},"Template editor: the basics","\u002Fen\u002Farticles\u002F8800637-template-editor-the-basics","en\u002Farticles\u002F8800637-template-editor-the-basics",{"title":235,"path":236,"stem":237},"Maximum character counts","\u002Fen\u002Farticles\u002F8800640-maximum-character-counts","en\u002Farticles\u002F8800640-maximum-character-counts",{"title":239,"path":240,"stem":241},"Your first campaign","\u002Fen\u002Farticles\u002F8800657-your-first-campaign","en\u002Farticles\u002F8800657-your-first-campaign",{"title":243,"path":244,"stem":245},"Handwriting - Why? How?","\u002Fen\u002Farticles\u002F8800684-handwriting-why-how","en\u002Farticles\u002F8800684-handwriting-why-how",{"title":247,"path":248,"stem":249},"Uploading address data","\u002Fen\u002Farticles\u002F8800696-uploading-address-data","en\u002Farticles\u002F8800696-uploading-address-data",{"title":251,"path":252,"stem":253},"Shopify integration","\u002Fen\u002Farticles\u002F8800698-shopify-integration","en\u002Farticles\u002F8800698-shopify-integration",{"title":255,"path":256,"stem":257},"Zapier integration","\u002Fen\u002Farticles\u002F8800700-zapier-integration","en\u002Farticles\u002F8800700-zapier-integration",{"title":259,"path":260,"stem":261},"CRM integrations","\u002Fen\u002Farticles\u002F8800701-crm-integrations","en\u002Farticles\u002F8800701-crm-integrations",{"title":263,"path":264,"stem":265},"Developers","\u002Fen\u002Farticles\u002F8800702-developers","en\u002Farticles\u002F8800702-developers",{"title":267,"path":268,"stem":269},"Pricing plans","\u002Fen\u002Farticles\u002F8800707-pricing-plans","en\u002Farticles\u002F8800707-pricing-plans",{"title":271,"path":272,"stem":273},"Scribeless mailers - sizes, materials and photos","\u002Fen\u002Farticles\u002F8800728-scribeless-mailers-sizes-materials-and-photos","en\u002Farticles\u002F8800728-scribeless-mailers-sizes-materials-and-photos",{"title":275,"path":276,"stem":277},"Billing","\u002Fen\u002Farticles\u002F8800828-billing","en\u002Farticles\u002F8800828-billing",{"title":279,"path":280,"stem":281},"Delivery times","\u002Fen\u002Farticles\u002F8800852-delivery-times","en\u002Farticles\u002F8800852-delivery-times",{"title":283,"path":284,"stem":285},"Campaign & recipient statuses","\u002Fen\u002Farticles\u002F8800855-campaign-recipient-statuses","en\u002Farticles\u002F8800855-campaign-recipient-statuses",{"title":287,"path":288,"stem":289},"Privacy and security","\u002Fen\u002Farticles\u002F8887732-privacy-and-security","en\u002Farticles\u002F8887732-privacy-and-security",{"title":291,"path":292,"stem":293},"HubSpot integration","\u002Fen\u002Farticles\u002F8916366-hubspot-integration","en\u002Farticles\u002F8916366-hubspot-integration",{"title":295,"path":296,"stem":297},"Make (Integromat) integration","\u002Fen\u002Farticles\u002F8975283-make-integromat-integration","en\u002Farticles\u002F8975283-make-integromat-integration",{"title":299,"path":300,"stem":301},"Clay integration","\u002Fen\u002Farticles\u002F8985575-clay-integration","en\u002Farticles\u002F8985575-clay-integration",{"title":303,"path":304,"stem":305},"Salesforce integration setup: install and configure Scribeless","\u002Fen\u002Farticles\u002F8991210-salesforce-integration-setup-install-and-configure-scribeless","en\u002Farticles\u002F8991210-salesforce-integration-setup-install-and-configure-scribeless",false,{"id":308,"title":303,"body":309,"description":760,"extension":761,"links":762,"meta":763,"modifiedAt":767,"navigation":768,"path":304,"seo":769,"stem":305,"__hash__":770},"docs\u002Fen\u002Farticles\u002F8991210-salesforce-integration-setup-install-and-configure-scribeless.md",{"type":310,"value":311,"toc":748},"minimark",[312,316,322,327,346,349,354,358,370,377,382,386,389,408,414,419,423,426,436,468,471,496,499,537,543,548,552,559,562,565,570,574,577,589,628,631,636,640,656,662,667,671,674,691,694,697,710,715,719,744],[313,314,315],"p",{},"This guide is for Salesforce admins setting up the Scribeless Salesforce integration for the first time. After setup, your team can send Scribeless mailers from Salesforce automations or manually from a Lead or Contact record.",[313,317,318],{},[319,320],"span",{"id":321},"h_0ed3737940",[323,324,326],"h2",{"id":325},"what-you-need-before-you-start","What you need before you start",[328,329,330,334,337,340,343],"ul",{},[331,332,333],"li",{},"Salesforce admin access.",[331,335,336],{},"A Scribeless account with API access.",[331,338,339],{},"A Scribeless API key.",[331,341,342],{},"At least one Scribeless campaign you want Salesforce to send recipients to.",[331,344,345],{},"The Scribeless Salesforce package or installation link supplied by Scribeless.",[313,347,348],{},"Do not paste your Scribeless API key into Apex code, Flow variables, screenshots, or shared documentation. Store it only in Salesforce credential storage.",[313,350,351],{},[319,352],{"id":353},"h_b134b7790d",[323,355,357],{"id":356},"open-salesforce-setup","Open Salesforce Setup",[313,359,360,361,365,366,369],{},"Sign in to Salesforce, then select the gear icon in the top-right corner and choose ",[362,363,364],"strong",{},"Setup",". Use the ",[362,367,368],{},"Quick Find"," search box in Setup to move between the pages in this guide.",[313,371,372],{},[373,374],"img",{"alt":375,"src":376},"Salesforce Developer Edition home screen","\u002Fmedia\u002F92be34854206d50f6f8f.png",[313,378,379],{},[319,380],{"id":381},"h_dcfd116e0e",[323,383,385],{"id":384},"install-the-scribeless-salesforce-package","Install the Scribeless Salesforce package",[313,387,388],{},"Install the Scribeless Salesforce package using the AppExchange listing or package installation link supplied by Scribeless. The package includes the Apex action for Flow, the manual Lightning Web Component action, permission-set metadata, and supporting tests.",[313,390,391,392,395,396,399,400,403,404,407],{},"After installation, go to ",[362,393,394],{},"Setup > Apex Classes"," and confirm classes such as ",[362,397,398],{},"ScribelessApi",", ",[362,401,402],{},"ScribelessSender",", and ",[362,405,406],{},"ScribelessMailerController"," are present.",[313,409,410],{},[373,411],{"alt":412,"src":413},"Salesforce Apex Classes page showing Scribeless classes","\u002Fmedia\u002Fc7fe4e6385061e080ba0.png",[313,415,416],{},[319,417],{"id":418},"h_7d23851868",[323,420,422],{"id":421},"create-the-scribeless-api-credential","Create the Scribeless API credential",[313,424,425],{},"Salesforce needs a secure way to call Scribeless. Use an External Credential and Named Credential so the API key is stored by Salesforce instead of in code.",[313,427,428,429,431,432,435],{},"In ",[362,430,364],{},", search for ",[362,433,434],{},"Named Credentials",". Create an External Credential with these values, unless Scribeless has given you customer-specific values:",[328,437,438,448,454,462],{},[331,439,440,443,444],{},[362,441,442],{},"External Credential name:"," ",[445,446,447],"code",{},"Scribeless_API_External",[331,449,450,453],{},[362,451,452],{},"Authentication protocol:"," Custom",[331,455,456,443,459],{},[362,457,458],{},"Header:",[445,460,461],{},"X-API-Key",[331,463,464,467],{},[362,465,466],{},"Secret value:"," your Scribeless API key",[313,469,470],{},"Then create a Named Credential:",[328,472,473,481,489],{},[331,474,475,443,478],{},[362,476,477],{},"Named Credential name:",[445,479,480],{},"Scribeless_API",[331,482,483,443,486],{},[362,484,485],{},"URL:",[445,487,488],{},"https:\u002F\u002Fplatform.scribeless.co",[331,490,491,443,494],{},[362,492,493],{},"External Credential:",[445,495,447],{},[313,497,498],{},"The important part is that Salesforce sends this header on outbound calls:",[500,501,506],"pre",{"className":502,"code":503,"language":504,"meta":505,"style":505},"language-html shiki shiki-themes material-theme-lighter material-theme material-theme-palenight","X-API-Key: \u003Cyour Scribeless API key>\n","html","",[445,507,508],{"__ignoreMap":505},[319,509,512,516,520,524,528,531,534],{"class":510,"line":511},"line",1,[319,513,515],{"class":514},"sTEyZ","X-API-Key: ",[319,517,519],{"class":518},"sMK4o","\u003C",[319,521,523],{"class":522},"swJcz","your",[319,525,527],{"class":526},"spNyl"," Scribeless",[319,529,530],{"class":526}," API",[319,532,533],{"class":526}," key",[319,535,536],{"class":518},">\n",[313,538,539],{},[373,540],{"alt":541,"src":542},"Salesforce Named Credentials setup area","\u002Fmedia\u002F6af0f20c2d8366a4a58e.png",[313,544,545],{},[319,546],{"id":547},"h_7dadd5b4e8",[323,549,551],{"id":550},"grant-users-access-to-the-credential","Grant users access to the credential",[313,553,554,555,558],{},"Assign the packaged ",[362,556,557],{},"Scribeless Callout Access"," permission set to admins who test the integration, sales users who use the manual action, and the user or automation context that runs Salesforce Flows.",[313,560,561],{},"Then create or use a customer-owned permission set for the Scribeless External Credential principal access. Grant that permission set access to the Scribeless External Credential principal and assign it to the same users or automation context.",[313,563,564],{},"If this step is missed, the integration can be installed correctly but Salesforce will block the API call before it reaches Scribeless.",[313,566,567],{},[319,568],{"id":569},"h_8f8db1a0df",[323,571,573],{"id":572},"add-the-scribeless-preview-host-as-a-csp-trusted-site","Add the Scribeless preview host as a CSP Trusted Site",[313,575,576],{},"Salesforce blocks external images unless the image host is trusted. If you want the manual send modal to show generated Scribeless note previews, add the Scribeless preview image host as a CSP Trusted Site.",[313,578,428,579,431,581,584,585,588],{},[362,580,364],{},[362,582,583],{},"CSP Trusted Sites",", then select ",[362,586,587],{},"New Trusted Site",".",[328,590,591,599,607,613,619],{},[331,592,593,443,596],{},[362,594,595],{},"Trusted Site Name:",[445,597,598],{},"Scribeless_Supabase_Previews",[331,600,601,443,604],{},[362,602,603],{},"Trusted Site URL:",[445,605,606],{},"https:\u002F\u002Fcipdwjyofciylhkgvrzw.supabase.co",[331,608,609,612],{},[362,610,611],{},"Active:"," checked",[331,614,615,618],{},[362,616,617],{},"Context:"," All",[331,620,621,624,625],{},[362,622,623],{},"CSP Directives:"," enable ",[362,626,627],{},"img-src",[313,629,630],{},"This is the fixed Scribeless preview image host used for signed recipient preview images.",[313,632,633],{},[319,634],{"id":635},"h_b28e630ea2",[323,637,639],{"id":638},"run-the-scribeless-apex-tests","Run the Scribeless Apex tests",[313,641,428,642,431,644,647,648,651,652,655],{},[362,643,364],{},[362,645,646],{},"Apex Test Execution",". Run the Scribeless test classes, including ",[445,649,650],{},"ScribelessSenderTest"," and ",[445,653,654],{},"ScribelessMailerControllerTest",". The tests should pass before you build Flows or add the manual action to page layouts.",[313,657,658],{},[373,659],{"alt":660,"src":661},"Salesforce Apex test result showing passed Scribeless tests","\u002Fmedia\u002Ff2709b6286b2f5bfbb08.png",[313,663,664],{},[319,665],{"id":666},"h_2ef15726b3",[323,668,670],{"id":669},"choose-how-your-team-will-use-the-integration","Choose how your team will use the integration",[313,672,673],{},"After setup, use Scribeless in either or both of these ways:",[328,675,676,682],{},[331,677,678,681],{},[362,679,680],{},"Automations:"," Salesforce sends a Scribeless mailer when a record reaches a chosen stage or status.",[331,683,684,687,688,588],{},[362,685,686],{},"Manual sends:"," a sales user opens a Lead or Contact and clicks ",[362,689,690],{},"Send Scribeless Mailer",[313,692,693],{},"Most teams should test manual sends first, then add automations once record data and campaign choice are confirmed.",[313,695,696],{},"Use these next guides:",[328,698,699,705],{},[331,700,701],{},[702,703,704],"a",{"href":168},"Send a Scribeless mailer manually from a Lead or Contact",[331,706,707],{},[702,708,709],{"href":172},"Send Scribeless mailers automatically with Flow",[313,711,712],{},[319,713],{"id":714},"h_fee5860c1a",[323,716,718],{"id":717},"troubleshooting","Troubleshooting",[328,720,721,727,733,736,741],{},[331,722,723,724,726],{},"If Salesforce says it cannot call Scribeless, or shows an error about Named Credential, External Credential, credential principal access, or callout permissions, Salesforce is blocking the request before it reaches Scribeless. Check that the Named Credential is called ",[445,725,480],{},", the API key is saved in the External Credential, and the running user has access to the External Credential principal through a customer-owned permission set.",[331,728,729,730,732],{},"If only some users can send mailers, compare their permission sets. Each sender needs both the packaged ",[362,731,557],{}," permission set and the customer-owned permission set that grants External Credential principal access.",[331,734,735],{},"If the manual modal loads but shows no campaigns, confirm the API key belongs to the correct Scribeless account and that the account has an eligible campaign.",[331,737,738,739,588],{},"If the send works but the preview image does not show in Salesforce, check that the CSP Trusted Site is active and allows ",[445,740,627],{},[331,742,743],{},"If a Flow does not send a mailer, check the Flow entry conditions first. A common cause is missing postal address data.",[745,746,747],"style",{},"html pre.shiki code .sTEyZ, html code.shiki .sTEyZ{--shiki-light:#90A4AE;--shiki-default:#EEFFFF;--shiki-dark:#BABED8}html pre.shiki code .sMK4o, html code.shiki .sMK4o{--shiki-light:#39ADB5;--shiki-default:#89DDFF;--shiki-dark:#89DDFF}html pre.shiki code .swJcz, html code.shiki .swJcz{--shiki-light:#E53935;--shiki-default:#F07178;--shiki-dark:#F07178}html pre.shiki code .spNyl, html code.shiki .spNyl{--shiki-light:#9C3EDA;--shiki-default:#C792EA;--shiki-dark:#C792EA}html .light .shiki span {color: var(--shiki-light);background: var(--shiki-light-bg);font-style: var(--shiki-light-font-style);font-weight: var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html.light .shiki span {color: var(--shiki-light);background: var(--shiki-light-bg);font-style: var(--shiki-light-font-style);font-weight: var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html .default .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}html.dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}",{"title":505,"searchDepth":749,"depth":749,"links":750},2,[751,752,753,754,755,756,757,758,759],{"id":325,"depth":749,"text":326},{"id":356,"depth":749,"text":357},{"id":384,"depth":749,"text":385},{"id":421,"depth":749,"text":422},{"id":550,"depth":749,"text":551},{"id":572,"depth":749,"text":573},{"id":638,"depth":749,"text":639},{"id":669,"depth":749,"text":670},{"id":717,"depth":749,"text":718},"Install and configure the Scribeless Salesforce integration, then choose manual sends or Flow automation.","md",null,{"category":764,"brand":765,"sourceArticleId":766},"integrations","Scribeless","8991210","2026-10-15T09:25:59Z",true,{"title":303,"description":760},"qghHrBGCUyrKb884kjLtHUad5uWTaKXFO7NE8EvekJk",[772,762],{"title":299,"path":300,"stem":301,"description":773,"children":-1},"Integrate Scribeless with Clay to source address data and send handwritten mailers to B2B prospects in the US, UK and Europe.",1793887435929]