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Connect your Salesforce instance so your Agents can access accounts, contacts, opportunities, and CRM data.
Once connected, your Agents can search accounts, contacts, opportunities, cases, and custom objects from Salesforce through Knowledge Grounding. You control which Connectors are active for each conversation: toggle Salesforce on or off from the Knowledge Grounding filter in the chat input bar.

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Setting up

1

Navigate to your Connections page

Go to Settings, then open the Connections tab. Find Salesforce in the list of available connectors.
2

Authenticate with Salesforce

You will be redirected to Salesforce’s OAuth flow. Sign in with your Salesforce credentials and authorize access.
3

Select objects

Choose which Salesforce objects your Agents should have access to: accounts, contacts, opportunities, cases, and any custom objects.
4

Complete the connection

Save your settings. Your Agents will begin indexing your Salesforce data.

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What your Agents can access

Once connected, your Agents have access to accounts, contacts, opportunities, cases, and custom objects from Salesforce. This content becomes searchable through Knowledge Grounding and is referenced when relevant to your requests. Your Salesforce data works alongside your other connected tools and Vault documents to give your Agents a comprehensive view of your organization’s information.
Having trouble setting up this Connector? Contact us at support@trusapien.com.

Knowledge Grounding

How your Agents search your connected data

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