Salesforce

​

How it works

​

Setting Up

​

Authorization

1. Log Into Salesforce Sign in to your Salesforce account. The user must be an organization member or have admin access to the data you’d like to index.
2. Open Settings Click your profile avatar and select Settings.
3. Reset Your Security Token Navigate to My Personal Information → Reset My Security Token.
4. Check Your Email Your new security token will be sent to your registered email address.
5. Use Your Credentials in ASSIST AI Once the token has been regenerated, you can use it along with your username and password to authorize your ASSIST AI connector.

​

Indexing

1. Open the Salesforce Connector Navigate to the Admin Panel in ASSIST AI and select the Salesforce Connector.
2. Create a New Credential Click Create New and provide your Username, Password, and Security Token from the steps above. Select the newly created credential and click Continue.
3. Define the Salesforce Objects to Index
   Simple

   Enter the Salesforce Object(s) you wish to index and organize your ASSIST AI documents by.

   • Make sure to use the singular version of object name (e.g. Opportunity instead of Opportunities)
   • If no objects are indicated, it will default to indexing by Account
   • Each ASSIST AI Document extracted from Salesforce contains all fields and associations of each object. For example, when indexing each Account we include the fields of the AccountFeed and AccountShare objects as well (but not the associations of those objects). This can lead to bloated queries and memory intensive indexing in larger salesforce instances.
     Use the Advanced mode to have finer grain control over what is indexed.
   Advanced

   Specify which objects, fields, and associations get indexed with a json object. Top level keys are Salesforce Objects, each value is a JSON object specifying:

   • fields: a list of strings describing the fields of the object to index
   • associations: a JSON object mapping a Salesforce Object associated with the parent object to a list of fields to be indexed for the child object
     {
       "Account": {
         "fields": ["Id", "Name", "Industry", "CreatedDate", "lastModifiedDate"],
         "associations": {
             "Contact": ["Id", "FirstName", "LastName", "Email"],
             "Opportunity": ["Id", "Name", "StageName", "Amount", "CloseDate"]
         }
       },
       "Lead": {
         "fields": ["Id", "FirstName", "LastName", "Company", "Status"],
         "associations": {}
       }
     }
     
4. Connect and Start Indexing Click Connect to create the connector. ASSIST AI will automatically begin indexing your Salesforce data.

​

Example