Push every Open Humana call into Salesforce as a Task or custom Activity object, complete with disposition, duration, transcript, and recording URL. Map any Open Humana field to any Salesforce field — no Apex required.
Before you start
What you'll need
- Salesforce Enterprise, Unlimited, or Performance edition.
- A Connected App with OAuth 2.0 and the `api` and `refresh_token` scopes (your Salesforce admin can create one in under 5 minutes).
Setup guide
Step-by-step instructions
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1
Create a Connected App in Salesforce
In Salesforce Setup, search for **App Manager → New Connected App**. Enable OAuth Settings, set the callback URL to `https://openhumana.com/api/integrations/salesforce/callback`, and grant the `api` and `refresh_token (offline_access)` scopes.
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2
Copy your Consumer Key and Secret
Once Salesforce finishes provisioning the app (allow ~10 minutes), open it and copy the **Consumer Key** and **Consumer Secret**.
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3
Authenticate from Open Humana
In Open Humana, open **Settings → Integrations → Salesforce**, paste the Consumer Key/Secret, and click **Connect**. You'll be bounced through Salesforce's OAuth screen — approve access and you'll land back on the integrations page.
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4
Map your fields
Drag-and-drop the Open Humana call fields (outcome, transcript, recording URL, duration) onto the matching Salesforce Task or custom Activity fields.
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5
Activate the sync
Flip the **Sync completed calls** switch. Open Humana will start writing to Salesforce within 60 seconds of every call ending.
Ready to get this live?
Open the Salesforce integration inside your Open Humana dashboard and follow the steps above.
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