Connect Salesforce through OAuth 2.0 so that agents can access customer and business data.
The Salesforce connector lets agents access customer and business data in Salesforce. The data stays in Salesforce and is read in real time when a tool is called.
After the connection succeeds, Connector generates tools for accessing Salesforce data. Expand a tool in the Available tools section of the App details page to view its actual input and output parameters.
A Salesforce sandbox environment and a production environment are two separate organizations with different domains. When you need to connect both, create a separate auth config and a separate connector for each environment, and tell them apart by connector name.
When you need to access the same organization with accounts that have different permissions, simply create multiple connectors. For how to manage them, see Connected accounts.
Prerequisites
- You have an accessible Salesforce organization and know its organization domain.
- You have created a Connected App in Salesforce and enabled its OAuth settings.
- You have created the auth config for Salesforce.
Connection steps
1
Prepare the auth config
Salesforce requires an auth config first. Three items are needed: the organization domain, the Client ID, and the Client Secret.For field descriptions, see OAuth 2.0 configuration.
Salesforce documentation: Create a Token
Create a Connected App in Salesforce and obtain the Client ID and Client Secret
2
Open the connection dialog
On the Apps page, find the Salesforce card and click Connect.
3
Select auth config
In the Select auth config drop-down list, select the config you created in the previous step. This is the only required field in the dialog.
4
Complete the authorization
Click Confirm. The page redirects to Salesforce, where you complete the sign-in and authorization. After the authorization succeeds, you return to the console and the connector appears in the Connected users section.