Salesforce Connector

To enable efficient searching of your content managed by Salesforce, configure the Salesforce connector in SearchAI and start benefiting from seamless integration.

Specifications

Type of Repository	Cloud
Supported API version	API v57.0
Extractive Model for Answers	Not supported
Generative Model for Answers	Knowledge articles managed by Salesforce.

Authorization Support

Search AI uses the OAuth 2.0 authorization code grant type to access the resources on Salesforce.

Integration Steps

Configuring ServiceNow as a content source in SearchAI requires:

• Creating an OAuth application in Salesforce
• Configuration of the Salesforce connector in SearchAI

Creating an OAuth application in Salesforce

Login to the Salesforce application. Click on the **Setup icon**and go to the Setup.

This will open the Object Manager home page as shown below.

Go to the App Manager**and click on **New Connected App.

Provide the details for the app. Provide basic information about the application like the name, email address, logo, icon, etc.

Enable OAuth settings for API Integration under the API section and provide the callback URL. You can use one of the following callback URLs as per your region or deployment. * JP Region Callback URLs: https://jp-bots-idp.kore.ai/workflows/callback * DE Region Callback URLs: https://de-bots-idp.kore.ai/workflows/callback * Prod Region Callback URLs: https://idp.kore.com/workflows/callback

Select and add the following to the Selected OAuth Scopes. * Full access (full) * Perform requests at any time (refresh_token, offline_access)

Leave other settings as default and click Save and Continue. The summary page for the application will be displayed as shown below.

Click Manage Consumer Details to generate the consumer ID and secret from this page. Save this information to complete the connector integration in the next step.

Configuring the Salesforce connector

The next step is to configure the Salesforce connector in SearchAI. Go to the Connectors tab under Sources and select Salesforce from the list of available connectors. On the Authorization tab, enter a name for the connector, provide the Consumer ID and Consumer Secret Key, generated in the previous section, select the type of source, and click Connect. The field Type can take the following values: * Cloud- Production environment/instance * Sandbox- Test environment/instance.

After the connection is successfully established, the connector is marked as **Connected**and is ready for content ingestion. You can ingest all the content available in your Salesforce account or filter content for ingestion.

Content Filters

Salesforce Connector allows selective ingestion of content. To set content filters, select Sync Specific Content and click on the Configure link. The following page allows you to define rules for selecting the content. Each rule can be defined using a parameter, operator, and its value.

The most commonly used Parameter fields are listed in the dropdown. You can also add new parameters if the content supports those fields using the +Add option.

The Operator field can take different values depending upon the parameter selected like equals to, not equals to, contains, etc.

The Value field is used for setting the expected value of the parameter.

Refer to the complete list of supported fields and the values that the fields can take here.

For instance, to select all the knowledge articles published on a certain date set the filter as shown below.

Similarly, to selectively ingest only the articles with a specific title and author, you can configure the filter as shown below.