Aircover

Salesforce setup guide

Install Aircover for Salesforce with an External Client App

A Salesforce admin installs the Aircover managed package for all users, then an Aircover org admin connects it from Settings, Integrations by choosing Switch to External Client App (ECA). The ECA ships inside the package, so there is nothing extra to create in Salesforce Setup, and the whole setup takes a few minutes.

45-second walkthrough. You need a Salesforce admin login and an Aircover org admin account.

Steps

How do I install and connect Aircover for Salesforce?

Four steps in Salesforce, then three in Aircover. Click a time to jump to that step in the video.

Salesforce Install the package

  1. 1
    Open the latest install linkIt's in the Salesforce installation article in the Aircover help center.
  2. 2
    Log in to Salesforce as an adminUse the production or sandbox org you're installing into.
  3. 3
    Choose Install for All UsersCheck the acknowledgment, click Install, approve access to Aircover's servers, then click Continue.
  4. 4
    Wait for the install to finishIt takes a few minutes. Aircover for Salesforce then appears under Installed Packages.

Aircover Connect through the ECA

  1. 5
    Open Settings, then IntegrationsFind the Salesforce card.
  2. 6
    Click Connect, then Switch to External Client App (ECA)A notice confirms Salesforce will connect through the ECA. Then pick Production, or Sandbox for a sandbox org.
  3. 7
    Sign in and allow access if promptedYou'll see “Integration successfully connected” on the Integrations page.

Before you start

What you need

A Salesforce admin login

For the production or sandbox org you're installing into, so you can install a managed package for all users.

An Aircover org admin account

Only org admins see the Switch to External Client App option on the Salesforce card.

What the package adds

The External Client App is part of the managed package.

App name
Aircover Ai
App type
External Client App, packaged
OAuth scopes
Basic, API, Refresh token, OpenID
Connects as
The Salesforce user who signs in during Connect

Common questions

Salesforce External Client App FAQ

What is the Aircover External Client App?

It's the Salesforce External Client App (ECA) that ships inside the Aircover managed package. Aircover connects to Salesforce through it, so there is nothing extra to create in Salesforce Setup.

We already connected Aircover with the older connected app. Can we switch?

Yes. On the Salesforce card in Settings, Integrations, click Connect, choose Switch to External Client App (ECA), and sign in again.

I don't see the Switch to External Client App option.

The option shows only for Aircover org admins. Ask an org admin to connect, or to give you the admin role.

Should I pick Production or Sandbox?

Pick the one that matches the Salesforce org where you installed the package. Sandbox orgs sign in through a separate Salesforce login page.

What happens after the connection is made?

Finish the post-installation steps in the help center, such as permissions and field mappings, so Aircover can write meeting activity and notes to the records you choose.

Full documentation

Permissions, field mappings and troubleshooting

The complete install guide, required permissions and post-installation setup are in the Aircover help center. Sign in with your Aircover account to read them.

Installation, connection and permissions Testing, troubleshooting and removal

Aircover also syncs with HubSpot and ServiceNow. See all integrations or how AI CRM sync fills Salesforce fields from every call.