Need help during install? Contact the Chamelio team - they confirm each connection from their side.
Overview
The Chamelio Salesforce integration is made of two independent parts. Part A - Chamelio managed package. Installed into your Salesforce org from a link Chamelio gives you. It contains:- Canvas app component - shows Chamelio tasks directly on record pages
- Custom object
Chamelio__Chamelio_Contract__c - Settings page - used to link the package to your Chamelio org
- External connected app - backs the canvas app component so it can authenticate the logged-in Salesforce user
- Read account/record information
- Read and write the
Chamelio__Chamelio_Contract__ccustom object - Manage ETL to sync contracts - only if separately configured; out of scope for this guide
Prerequisites
Complete these before starting:- Salesforce Administrator access to the target org
- API access enabled in your Salesforce org
- A Chamelio account at app.chamelio.ai with admin rights to your org
- A dedicated service account user in Salesforce (strongly recommended - see below)
- The “Approve Uninstalled Connected Apps” permission enabled for the user that performs the connection
- The installation link for your target environment (provided by the Chamelio team)
Part 1 - Install the Chamelio Managed Package
1
Open the installation link
Use the link for your target environment - it opens the managed package install screen in your org.
2
Approve access
When prompted, approve third-party access and complete the install.
3
Authenticate
Open the Chamelio Admin Settings page at
/lightning/n/Chamelio__Chamelio_Admin_Settings and click Authenticate to link the package to your Chamelio org.1a. Make the External Connected App Visible to Component Users
The package ships an external connected app that powers the canvas component. Every profile whose users should see the Chamelio component must be granted access to this connected app - this is required, not optional.1
Open the app
Go to Setup → External Client Apps → External Client App Manager, find the Chamelio app and open it.
2
Edit policies
Click Edit Policies. Under OAuth Policies → Permitted Users, select “Admin approved users are pre-authorized” and save.
3
Grant profile access
Back on the Manage page, under Profiles (or Permission Sets), click Manage Profiles / Manage Permission Sets and add every profile or permission set belonging to users who will see the component. Missing a profile means those users can’t load it.
1b. Add the Component to Record Pages
Add the Chamelio canvas component to the Lightning record pages where users should see their tasks (Account, Asset, Opportunity, Contact, Lead, etc.).1
Open the record page
Open the target record page in the Lightning App Builder (record page → Setup → Edit Page).
2
Add the component
In the Components panel, find the component named Chamelio and drag it onto the page. Recommended placement: the right-hand panel, for visibility without crowding the main record details.
3
Save
Click Save.
Until the Connected App is installed (Part 2), the component shows an “Organization not connected” message.
Part 2 - Connect the Connected App (Data Sync)
This connects Chamelio to your org for reading records and writing the Chamelio contract object.1
Log in
Log in to app.chamelio.ai (ideally with the service account).
2
Go to Org Integrations
Go to Settings > Org Integrations.
3
Connect
On the Salesforce App card, select the Environment (Production or Sandbox) and click Connect. OAuth scopes requested:
api, refresh_token, offline_access, id, profile, email, address, phone.4
Confirm
Confirm the connection shows as Connected in Chamelio.
If you see an “OAUTH_APPROVAL_ERROR_GENERIC” error on the Authorization page, the service account is missing the “Approve Uninstalled Connected Apps” permission.
Part 3 - Salesforce Permissions (Required)
The connecting user (service account) must have the right object and field access.3a. Assign the “Chamelio Admin” Permission Set
The managed package ships a Chamelio Admin permission set that grants full access to theChamelio__Chamelio_Contract__c object and all its fields. Assign it to the connecting user -
this covers all required access to that object, with no manual object- or field-level
configuration needed there.
3b. Grant Access to Your Source Objects
The Chamelio Admin permission set covers the Chamelio object, but not your own objects. Verify the connecting user also has, on its profile or permission set:- Read access to every object Chamelio needs to read from (e.g. Account, Opportunity, Contact, Lead, Asset, and any custom objects used in your workflows)
- Field-level security (FLS) allowing access to each field used by your workflows - including relationship/lookup fields
- Any specific license a field may require
Part 4 - Verify the Installation
- In Chamelio, the Salesforce connection status shows Connected
- Open a record page (e.g. an Account or Opportunity) - the Chamelio component loads and connects
- Initiate a workflow from a sample record
Sandbox → Production Migration
When moving from a sandbox to the live org:1
Install in Production
Install / verify the managed package in Production (Part 1).
2
Swap the connection
Select the Production environment in Chamelio and click Connect again.
3
Re-verify permissions
Re-check permissions on the Production service account (Part 3).
4
Re-run verification
Repeat the Part 4 verification steps.