Salesforce Setup
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Connect Hedgeness to Your Salesforce in Minutes

Hedgeness Meeting Prep Summary securely connects to your Salesforce environment using OAuth 2.0 and JWT authentication.

No custom development required. Typical setup time: ~60 minutes with a Salesforce admin.

You will:

  • Create an External Client App
  • Enable JWT authentication
  • Install the Hedgeness "Get Summary" button
  • Test the connection

Choose Your Salesforce Environment

Select the environment where you would like to enable Hedgeness Meeting Prep Summary.

We recommend testing in Sandbox first if available.

Create External Client App

Follow these steps in your Salesforce org:

Setup → External Client App Manager → New External Client App

Enable the following:

  • OAuth Settings
  • JWT Bearer Flow
  • Upload the Hedgeness private key
  • Set "Admin approved users are pre-authorized"

Completion checklist:

Provide Connection Details

Enter the following information from your Salesforce External Client App.

Please enter a valid Salesforce URL (https://yourorg.my.salesforce.com).

Consumer Key is required.

Please enter a valid email address.

Format: v59.0, v61.0, etc.

Must be in format vXX.X (e.g. v59.0).

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Click to upload private-key.pem
The key you downloaded in Step 1 — sent directly to Salesforce, never stored

Please upload your private-key.pem file.

Hedgeness uses JWT authentication. No passwords are stored.

Confirm Data Access

Hedgeness will read activity history related to the selected record type in order to generate meeting summaries.

Objects typically required:

  • Tasks
  • Events
  • Email Messages
  • Notes
  • Custom Activity Objects

Select record types to enable:

Lead
Contact
Opportunity
Custom Object

Select at least one record type

Install Hedgeness Button

To enable one-click summary generation inside Salesforce, install the Hedgeness button.

What this does:

  • Adds a "Get Summary" button to selected record pages
  • Sends only the current record ID when clicked
  • Returns the generated summary directly into Salesforce

Choose an installation method:

User Access & Permissions

Select which Salesforce users should have access to the "Get Summary" button. Access is controlled through Salesforce Profiles or Permission Sets.

Make button available to all users
Every Salesforce user in your org will see the button
Restrict by Profile
Only users with selected profiles will see the button
Restrict by Permission Set
Only users assigned to selected permission sets will see the button

Choose Where the Summary Appears

Select how you would like Hedgeness summaries to be stored.

Your integration user must have write access to the selected location.

Verify Get Summary Button

Go to any enabled record in Salesforce and click the "Get Summary" button in the page header, then come back and click "I've Run a Test".

Will verify button on —

What happens when you click it:

  • Salesforce sends the record ID to Hedgeness
  • Hedgeness retrieves related activity history via JWT
  • Summary is written back to the record automatically
Open any enabled record in Salesforce → look for "Get Summary" in the action bar at the top.

Hedgeness Successfully Connected

Environment—
Record Types Enabled—
User Access—
Write-back Location—