From Setup to Success — All in One Place

Authentication Setup

1. Create API Key
2. Named Credentials
3. Assign Permission Set

Create API Key

Here is a list of AI and links where you can create an API key.

• Chat GPT – https://platform.openai.com/api-keys

• Gemini – https://aistudio.google.com/app/apikey

• Chat PDF – https://www.chatpdf.com 

Azure Open AI Specific Setup Unlike standard API keys, Azure OpenAI requires configuring specific model deployments and updating credentials in Salesforce.

1. Azure Portal Configuration

• Navigate to Azure AI Foundry (https://ai.azure.com/resource/playground).
• Go to Models + endpoints.
• Click + Deploy model -> Deploy base model.
• Select the desired model (e.g., gpt-4o, gpt-35-turbo) and confirm.
• Important: Note the Deployment Name, Target URI (Endpoint), and Key from the deployment details page.

2. Salesforce Credential Configuration

• Go to Setup -> Named Credentials.
• Edit Azure Open AI Named Credential.
• URL: Replace the default URL with your specific Target URI from the Azure portal (e.g., https://your-resource-name.openai.azure.com/).
• Authentication: Open the related External Credential (Azure Open AI External Credential).
• Under Principals, edit the parameters. Map API_KEY to your Azure Key.

3. Model Configuration in App

• When creating an AI Model Configuration record in the app, ensure the Model Name matches exactly the Deployment Name you created in Azure, not just the generic model name.

• HeyGen – https://app.heygen.com/settings?from=&nav=Subscriptions%20%26%20API

• Сohere – https://dashboard.cohere.com/api-keys

• Perplexity AI – https://www.perplexity.ai/account/api/keys

• Vertex AI – Vertex AI Setup
• Vertex AI Video –  Storage Setup

Named Credentials

After installing the Peeklogic AI Orchestrator package, configure a Named Credential to authenticate with:

• Azure Open AI
• Chat GPT
• Claude AI
• Cohore
• Gemini
• Heygen
• Perplexity
• Vertex AI
• Chat PDF

Steps:

• Navigate to Setup → Named Credentials

• Locate External Credentials and open the necessary one
• Click Edit Principal

• Under Authentication Parameters, enter:
  • Name: API_KEY
  • Value: Paste your AI secret key

• Click Save to confirm the authentication setup

This Named Credential will allow the package to communicate securely with the necessary AI API.

Assign Permission Set

To authorize users to access the Peeklogic AI Orchestrator components:

Go to Setup → Users

1. Select the user who will use the AI features

2. Under Permission Set Assignments, click Edit Assignments

3.  Add the necessary permission set (All AI providers permission set to provide access):

• All AI Provider

4. Alternatively, assign specific permission sets:

• Chat GPT Permission Set
• Chat PDF Permission Set
• Gemini Permission Set(Google AI)
• Claude AI Permission Set
• etc.

This permission set grants access to key objects like AI Requests/Responses and AI Configurations.

Note on Vertex AI Access: Currently, access to Vertex AI features is granted via the All AI Provider permission set. There is no standalone permission set for Vertex AI at this time.