🎯 How to Build a Salesforce App with Cocoding.ai

For Non-Technical People - No Coding Required!

🌟 What is Cocoding.ai?

Cocoding.ai is an AI that builds complete, production-ready applications for you. Just tell it what you want in plain English, and it creates everything automatically.

Think of it like:

Ordering food: You describe what you want, the chef makes it
Cocoding.ai: You describe your app, AI builds it

🚀 Building Your Salesforce App

📸 Screenshot placeholder: Cocoding.ai homepage with project creation interface

Step 1: Access Cocoding.ai

Go to: https://cocoding.ai
Sign up or log in
Start a new project

Step 2: Tell Cocoding.ai What You Want

Describe your app in plain English. Here are some examples:

Example 1 - Lead Management:

Build me a Salesforce lead management app where I can:
- View all my leads in a dashboard
- Update lead status and owner
- Clean up messy data (phone numbers, addresses)
- Create follow-up tasks for leads
- Use Salesforce OAuth for secure connection

Example 2 - Opportunity Tracker:

Create an opportunity tracking app that:
- Pulls opportunities from Salesforce
- Shows pipeline stages visually
- Tracks deal values and close dates
- Sends notifications for high-value deals
- Connects to Salesforce via OAuth

Example 3 - Contact Manager:

Build a contact manager that:
- Syncs with Salesforce contacts
- Shows contact activity history
- Allows bulk updates
- Exports data to CSV
- Uses secure Salesforce integration

Cocoding.ai will:

Create a React frontend with beautiful UI
Build a Node.js backend
Set up PostgreSQL database
Configure Salesforce OAuth integration
Add security and encryption
Generate documentation

Step 3: Wait for Cocoding.ai to Build

What happens next:

⚡ Cocoding.ai reads your requirements (5 seconds)
🏗️ Creates complete application structure (30 seconds)
📝 Writes all code files (1-2 minutes)
🎨 Designs beautiful UI (included)
🔐 Sets up security (automatic)
📚 Generates documentation (automatic)

Total time: 2-3 minutes!

You'll see Cocoding.ai:

Creating files
Installing dependencies
Setting up database
Starting servers

Step 4: Your App is Ready!

Cocoding.ai automatically:

✅ Creates frontend (React app)
✅ Creates backend (API server)
✅ Sets up database (PostgreSQL)
✅ Configures Salesforce integration
✅ Adds security (encryption, JWT)
✅ Starts both servers

You get:

Working application at http://localhost:8000
Complete documentation
Setup guides
Ready to use!

🔑 Now Connect to Salesforce

Step 1: Get Salesforce Account (FREE)

Don't have Salesforce?

Go to: https://developer.salesforce.com/signup
Fill in the form
Verify your email
You now have a FREE Salesforce Developer Edition!

Step 2: Create Salesforce Connected App

Follow these simple steps:

Login to Salesforce

- Go to https://login.salesforce.com

- Enter your username and password

Go to Setup

- Click the ⚙️ gear icon (top-right)

- Click "Setup"

Find App Manager

- In the left sidebar search box, type: App Manager

- Click "App Manager"

Create New App

- Click "New Connected App" button

Fill in the form:

Connected App Name: Lead Triage Copilot

API Name: leadtriagecopilot

Contact Email: your-email@example.com

📸 Screenshot placeholder: OAuth Settings section with Enable OAuth checkbox

Enable OAuth ✅ CHECK THIS BOX:

- ✅ "Enable OAuth Settings"

📸 Screenshot placeholder: Callback URL field

Set Callback URL (copy exactly):

```

http://localhost:8001/api/integrations/salesforce/callback

```

📸 Screenshot placeholder: Selected OAuth Scopes showing api and refresh_token

Add Permissions (OAuth Scopes):

- Find "Access and manage your data (api)"

- Click it, then click "Add" button →

- Find "Perform requests on your behalf at any time (refresh_token)"

- Click it, then click "Add" button →

Save

- Click "Save" button

- Click "Continue"

- ⏰ WAIT 10 MINUTES (Salesforce needs time to activate)

📸 Screenshot placeholder: Manage Consumer Details showing Consumer Key and Secret

Get Your Keys

- After waiting, click "Manage Consumer Details"

- Verify your identity (code sent to email)

- Copy these two values:

- Consumer Key (very long string)

- Consumer Secret (long string)

Step 3: Configure Your App

Cocoding.ai created a `.env` file for you. Edit it:

Find the `.env` file in your project folder
Open with Notepad (Windows) or TextEdit (Mac)
Paste your Salesforce keys:

SF_CLIENT_ID=paste-your-consumer-key-here
SF_CLIENT_SECRET=paste-your-consumer-secret-here
SF_REDIRECT_URI=http://localhost:8001/api/integrations/salesforce/callback
SF_LOGIN_URL=https://login.salesforce.com

Generate security keys:

On Mac/Linux:

openssl rand -base64 32

On Windows:

node -e "console.log(require('crypto').randomBytes(32).toString('base64'))"

Run this command twice, copy each result, and paste:

JWT_SECRET=paste-first-key-here
ENCRYPTION_KEY=paste-second-key-here

Save the file (Ctrl+S or Cmd+S)

📸 Screenshot placeholder: Terminal window showing pnpm server command

Step 4: Restart Your App

If servers are still running:

Stop them: Press Ctrl+C in both terminal windows
Start again:

Terminal 1:

cd /app
pnpm server

Terminal 2:

cd /app
pnpm dev

📸 Screenshot placeholder: App homepage at localhost:8000

Step 5: Connect Salesforce

Open your browser: http://localhost:8000
Sign up for an account in the app
Log in

📸 Screenshot placeholder: Sidebar showing Integrations menu item

Click "Integrations" in sidebar

📸 Screenshot placeholder: Integrations page with "Connect Salesforce" button

Click "Connect Salesforce" button
**You'll be redirected to Salesforce

📸 Screenshot placeholder: Salesforce OAuth approval screen with "Allow" button

Click "Allow" to grant permissions
Done! You're redirected back to your app

🎉 Start Using Your App!

📸 Screenshot placeholder: Leads/Contacts list view with filters

View Your Data

Click "Leads" or "Contacts" in sidebar
See all your Salesforce data
Use filters to find specific records

📸 Screenshot placeholder: Record detail page with editable fields

Update Records

Click any record to view details
Edit fields directly
Changes sync to Salesforce

📸 Screenshot placeholder: Bulk Actions menu with options

Bulk Actions

Check boxes next to multiple records
Click "Bulk Actions"
Choose: Update Status, Assign Owner, Export

📸 Screenshot placeholder: Create Follow-Up Task form

Create Tasks

Open a record detail page
Scroll to "Create Follow-Up Task"
Fill in details
Click "Create Task"

🎯 What Cocoding.ai Built For You

Complete Application

✅ Beautiful React frontend
✅ Secure Node.js backend
✅ PostgreSQL database
✅ Salesforce OAuth integration
✅ Automatic token refresh
✅ Audit logging
✅ User authentication
✅ Responsive design

Security Features

✅ Encrypted Salesforce tokens (AES-256)
✅ JWT authentication
✅ Secure password hashing
✅ Rate limiting
✅ CSRF protection

Documentation

✅ Setup guides
✅ User manual
✅ FAQ
✅ Troubleshooting
✅ API documentation

All this in 2-3 minutes!

🔧 Troubleshooting

"Salesforce not connected"

Wait 10 minutes after creating Connected App
Check your Consumer Key and Secret are correct
Make sure callback URL is exact

"Cannot connect to database"

Cocoding.ai set up PostgreSQL for you
If error persists, run: pnpm db:push

"Invalid callback URL"

Go back to Salesforce App Manager
Edit your Connected App
Verify callback URL: http://localhost:8001/api/integrations/salesforce/callback

Can't see data

Make sure you have data in Salesforce
Check date filter (try "Last 30 days")
Verify your Salesforce user has access to the object

🌐 Making it Available to Your Team

Option 1: Local Network (Free)

If everyone is in your office:

Find your computer's IP address
Share: http://YOUR-IP:8000
Team members access from their browsers

Option 2: Cloud Deployment (Recommended)

Cocoding.ai can help deploy to:

Vercel (Frontend) - FREE
Railway (Backend) - $5/month
Supabase (Database) - FREE tier available

Just ask Cocoding.ai:

Deploy my Salesforce app to production with:
- Frontend on Vercel
- Backend on Railway
- Database on Supabase
- HTTPS enabled

Cocoding.ai will handle everything!

💡 Pro Tips

Customize Your App

Want to change something? Just ask Cocoding.ai:

Examples:

"Add a filter for Lead Source in the leads page"
"Change the dashboard colors to blue and green"
"Add export to CSV feature"
"Show last modified date for each record"
"Add email notifications when tasks are created"

Cocoding.ai will modify the code for you!

Add More Features

"Add a reports page showing conversion stats"
"Integrate with Slack to notify team of new leads"
"Add a calendar view for scheduled tasks"
"Create a mobile-friendly version"

Integrate Other Services

"Add Stripe payment tracking for qualified leads"
"Integrate with Gmail to send follow-up emails"
"Connect to HubSpot to sync contacts"
"Add Twilio for SMS reminders"

Cocoding.ai builds it all!

🎓 Understanding What You Have

Your Application Has 3 Parts:

Frontend (Port 8000)

- The website you see in your browser

- React application with beautiful UI

- Talks to backend for data

Backend (Port 8001)

- Handles Salesforce communication

- Manages security and encryption

- Stores audit logs

Database (PostgreSQL)

- Stores your app users

- Stores encrypted Salesforce tokens

- Stores activity logs

All three work together seamlessly!

📊 What Data is Stored Where

In Your Database (PostgreSQL)

✅ Your app login credentials
✅ Encrypted Salesforce tokens
✅ Audit logs (who did what, when)
✅ Cached Salesforce user list

In Salesforce (stays there)

✅ All your leads/contacts/opportunities
✅ All your tasks
✅ All your data

Your app just reads and updates Salesforce - data stays in Salesforce!

🔐 Security You Get Automatically

Cocoding.ai built enterprise-grade security:

✅ Encrypted tokens - Salesforce credentials protected
✅ Hashed passwords - Your login is secure
✅ JWT authentication - Industry standard
✅ HTTPS ready - For production deployment
✅ Rate limiting - Prevents attacks
✅ Audit logging - Track all actions
✅ No token exposure - Tokens never sent to browser

You didn't write a single line of security code!

🚀 Next Steps

1. Use Your App Daily

Manage records faster
Clean data automatically
Create tasks efficiently
Track team activity

2. Customize with Cocoding.ai

Add features you need
Change colors and layout
Integrate other tools
Export reports

3. Deploy for Your Team

Get a domain name
Deploy to cloud
Enable HTTPS
Invite team members

4. Build More Apps

Cocoding.ai can build anything:

Customer portals
Inventory systems
Project management tools
Analytics dashboards
E-commerce sites
And much more!

🎁 What You Get with Cocoding.ai

Instant Development

⚡ 2-3 minutes to complete app
🎨 Beautiful UI automatically
🔐 Security built-in
📚 Documentation included

Production-Ready Code

✅ Best practices followed
✅ Clean architecture
✅ Fully tested
✅ Scalable design

Complete Package

✅ Frontend + Backend
✅ Database setup
✅ API integration
✅ User authentication
✅ Deployment ready

No Technical Knowledge Needed

✅ Plain English instructions
✅ Automatic setup
✅ Guided configuration
✅ Troubleshooting help

📞 Getting Help

Cocoding.ai Support

Visit: https://cocoding.ai
Ask questions in plain English
Get instant code modifications
Deploy to production

Salesforce Help

Developer docs: https://developer.salesforce.com
Trailhead (free training): https://trailhead.salesforce.com
Community forums: https://success.salesforce.com

✅ Quick Checklist

Before you start using your app:

[ ] Cocoding.ai built the application (2-3 minutes)
[ ] Created Salesforce Developer account (FREE)
[ ] Created Connected App in Salesforce
[ ] Waited 10 minutes for activation
[ ] Copied Consumer Key and Secret to .env
[ ] Generated JWTSECRET and ENCRYPTIONKEY
[ ] Both servers are running (8000 and 8001)
[ ] Created account in the app
[ ] Connected Salesforce successfully
[ ] Can see your data!

🎉 Success!

You now have a professional Salesforce application:

Built in minutes by AI
No coding required
Production-ready
Fully customizable
Secure and scalable

All thanks to Cocoding.ai!

🌟 Real-World Example

Sarah's Story:

Before Cocoding.ai:

Manually updated leads one by one
Data was messy (wrong phone formats, missing info)
Forgot to follow up with leads
No way to track team activity
Took 2 hours daily

After Cocoding.ai (3 minutes to build):

Bulk update 50 leads in 30 seconds
Automatic data cleanup
One-click task creation
Complete audit trail
Takes 15 minutes daily

Time saved: 1 hour 45 minutes per day!

🎯 Your Turn!

Ready to Build?

Go to: https://cocoding.ai
Describe your app in plain English
Wait 2-3 minutes
Follow Salesforce setup (this guide)
Start using your app!

Want Something Different?

Just describe it to Cocoding.ai:

"Build me a project management tool"
"Create an inventory tracking system"
"Make a customer support portal"
"Build an analytics dashboard"

Cocoding.ai builds it all!

🚀 Final Words

You just learned how to:

✅ Build a complete application with AI
✅ Integrate with Salesforce
✅ Deploy production-ready software
✅ Customize and extend features

No coding required. Just plain English.

Welcome to the future of software development!

Visit https://cocoding.ai to build your next app!

Last Updated: January 2025

Version: 1.0.0

Built with: Cocoding.ai - The AI that builds production-ready applications