Documentation

ConnectVogue User & Administrator Guide

Welcome to ConnectVogue! This guide will walk you through the installation, configuration, and usage of the application.

Updated Feb 2026

1. Installation

Get the package installed and confirm it’s available in your org.

Install the Package

Admin
  1. Click the installation link provided (or find us on AppExchange).
  2. Select Install for All Users (Recommended) or Install for Admins Only.
  3. Click Install.
Note
If prompted, grant access to third-party websites (Meta/Facebook and Google Gemini APIs).

Verify Installation

Admin
  1. Go to Setup > Installed Packages.
  2. Ensure ConnectVogue is listed.

2. Post-Install Configuration

Complete these steps once per org so messaging and AI features work for users.

Step 1: Assign Permissions

Admin
Path:Setup/Permission Sets
  1. Select the permission sets:
ConnectVogue AdminConnectVogue AgentConnectVogue Core Access
  1. Open the permission set, then click Manage Assignments.
  2. Click Add Assignment, select users, then click Next → Assign → Done.
  3. Repeat for each permission set as needed.

Step 2: Configure WhatsApp (Meta) Integration

Admin
To receive messages, you must set up a public webhook.

A. Create a Salesforce Site

Salesforce Setup
  1. Go to Setup > Sites.
  2. Register a domain if you haven't already.
  3. Click New and set:
    • Label: ConnectVogue Webhook
    • Active: Checked
    • Active Site Home Page: Choose any page (e.g., BandwidthExceeded)
  4. On the Site Details page, open Public Access Settings → Enabled Apex Class Access → Edit, then add ConnectVogue.WhatsAppInboundWebhook.

B. Configure Meta App Webhook

Open Meta Dashboard
  1. Navigate to WhatsApp > Configuration.
  2. Click Edit next to Webhook.
  3. Set the Callback URL:
    https://[Your-Site-Domain]/services/apexrest/ConnectVogue/whatsapp/inbound
    Replace [Your-Site-Domain] with the domain from step A (e.g., my-org.my.salesforce-sites.com).
  4. Set Verify Token to any value (e.g., connectvogue).
  5. Click Verify and Save.

C. Add WhatsApp Identifiers

Custom Metadata
  1. Go to Setup > Custom Metadata Types.
  2. Click WhatsApp Settings (do not click Manage Records yet).
  3. In Page Layouts, click Edit and add these fields:
    Phone Number IDWABA ID
  4. Click Save, then click Manage Records.
  5. Edit the Default record, enter your WABA ID and Phone Number ID, then click Save.

D. Configure WhatsApp Auth Token

Named Credentials
CRITICAL: Strict Naming Required
You must use the EXACT names for Credentials, Principals, and Parameters. Any deviation (extra spaces, different casing) will cause the integration to fail.
Exact Names
External CredentialMeta_API
PrincipalMeta_Key_Principal
Auth ParameterAuthToken
Named CredentialMeta_API

1) Create External Credential

Path:Setup/Named Credentials/External Credentials
  1. Create Meta_API (Auth Protocol: Custom).
  2. Add principal Meta_Key_Principal.
  3. Under Authentication Parameters, add AuthToken with your Meta system user access token.
  4. Under Custom Headers, add Authorization with value:
    Bearer {!$Credential.Meta_API.AuthToken}

2) Create Named Credential

Path:Setup/Named Credentials
  1. Create a new Named Credential named Meta_API.
  2. Set URL:
    https://graph.facebook.com
  3. Select External Credential Meta_API.
  4. Uncheck Generate Authorization Header; check Allow Formulas in HTTP Header.

3) Grant Access

  1. Create a Permission Set or use an existing one.
  2. Enable User External Credentials object permissions: Read/Create/Edit/Delete.
  3. Enable External Credential Principal Access for Meta_Key_Principal.
  4. Assign the Permission Set to users.

Step 3: Configure AI (Gemini) Integration

Admin
To enable AI Summaries and Smart Replies.
CRITICAL: Strict Naming Required
You must use the EXACT names for Credentials, Principals, and Parameters. Any deviation (extra spaces, different casing) will cause the integration to fail.
Exact Names
External CredentialGemini_External_Credential
PrincipalGemini_Key_Principal
Auth ParameterApiKey
Named CredentialGemini_API

1) Create External Credential

Path:Setup/Named Credentials/External Credentials
  1. Create Gemini_External_Credential (Auth Protocol: Custom).
  2. Add principal Gemini_Key_Principal.
  3. Under Authentication Parameters, add ApiKey with your Gemini API key.
  4. Under Custom Headers, add x-goog-api-key with value:
    {!$Credential.Gemini_External_Credential.ApiKey}

2) Create Named Credential

Path:Setup/Named Credentials
  1. Create a new Named Credential named Gemini_API.
  2. Set URL:
    https://generativelanguage.googleapis.com/v1beta/models/gemini-2.5-flash:generateContent
  3. Select External Credential Gemini_External_Credential.
  4. Allowed Namespaces: ConnectVogue.
  5. Uncheck Generate Authorization Header; check Allow Formulas in HTTP Header.

3) Grant Access

  1. Create a Permission Set (e.g., Gemini Access).
  2. Enable User External Credentials object permissions: Read/Create/Edit/Delete.
  3. Enable External Credential Principal Access for Gemini_Key_Principal.
  4. Assign the Permission Set to users.

Step 4: Configure Twilio Integration

Admin
If you are using Twilio for SMS, configure its Named Credential so the system can make API requests.
CRITICAL: Strict Naming Required
You must use the EXACT names for Credentials, Principals, and Parameters. Any deviation (extra spaces, different casing) will cause the integration to fail.
Exact Names
External CredentialTwilio_SMS_Endpoint
PrincipalTwilio_Principal
Auth ParameterAuthToken
Named CredentialTwilio_SMS_Endpoint

1) Create External Credential

Path:Setup/Named Credentials/External Credentials
  1. Create Twilio_SMS_Endpoint (Auth Protocol: Custom).
  2. Add principal Twilio_Principal.
  3. Under Authentication Parameters, add AuthToken based on your implementation.
  4. Under Custom Headers, configure the Authorization header depending on Twilio's requirements (e.g. Basic Auth or Bearer token using formulas).

2) Create Named Credential

Path:Setup/Named Credentials
  1. Create a new Named Credential named Twilio_SMS_Endpoint.
  2. Set URL:
    https://api.twilio.com
  3. Select External Credential Twilio_SMS_Endpoint.
  4. Uncheck Generate Authorization Header; check Allow Formulas in HTTP Header.

3) Grant Access

  1. Create a Permission Set (e.g., Twilio Access).
  2. Enable User External Credentials object permissions: Read/Create/Edit/Delete.
  3. Enable External Credential Principal Access for Twilio_Principal.
  4. Assign the Permission Set to users.

3. User Guide

Quick actions users take every day inside Salesforce.

Accessing the App

User
  1. Open the App Launcher and select the Sales app (or your preferred app).
  2. In the navigation bar, click the Pencil icon (Personalize your nav bar).
  3. Click Add More Items, search for ConnectVogue, then add it.
  4. Click Save.

Starting a Conversation

User
  1. Click New Conversation.
  2. Search for a Contact or Lead and select it.
  3. (Optional) Choose a template.
  4. Click Start Conversation.

Messaging

User
  • Send: Type in the input box and press Enter or click Send.
  • Receive: Messages appear in real-time.

AI Features (Pro Plan)

Pro
  • Smart Summary: Use the Sparkle icon in the header to generate a summary.
  • Smart Reply: Under the Summary box, click "Follow Up" to generate a reply.

4. Troubleshooting

Common setup issues and the quickest fixes.

Webhook verification failed on Meta Dashboard

Meta
  • Ensure WhatsAppInboundWebhook is added to your Site's Public Access Settings.
  • Ensure the callback URL includes /services/apexrest/ConnectVogue/whatsapp/inbound (or /whatsapp/inbound if unmanaged).

AI features are throwing errors

Gemini
  • Verify the Named Credential Gemini_API exists and matches exactly.
  • Ensure the user has a Permission Set granting External Credential Principal Access to Gemini_Key_Principal.

Messages not sending

WhatsApp
  • Check the External Credential for WhatsApp. Ensure the Auth Token parameter is valid and not expired.
  • Ensure the user has a Permission Set granting External Credential Principal Access to the WhatsApp Principal.
  • Check WhatsApp Settings custom metadata to verify the WABA ID and Phone Number ID are correct.
For further support, please contact your administrator.