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How it works

The Salesforce connector indexes documents from your Salesforce. These documents organized around the Objects that you indicate. Examples are below.

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Setting up

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Authorization

  1. Log into Salesforce
    • The Salesforce user must be an organization member or have admin access to the data you would like to index.
  2. Click the profile avatar and choose Settings.
SalesforceConnectorAuth
  1. Select My Personal Information → Reset My Security Token.
SalesforceConnectorAuth
  1. Check your email for the security token.
SalesforceConnectorAuth
  1. Once the token has been regenerated, you can use it (as well as your username and password) to authorize your UtopikAI connector

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Indexing

  1. Navigate to the Admin Dashboard and select the Salesforce Connector Tile.
  2. Provide your Username, Password and the Security Token received from the above steps.
  3. Enter the Salesforce Object(s) you wish to index and organize your UtopikAI 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
  4. Information will then be indexed by the indicated object(s)

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An Example

  • You indicate you’d like to organize information by Account and click connect:
SalesforceConnectorAuth - UtopikAI will generate a document for every single Account in your Salesforce - Attached to each document will be all the information associated with that Account - This information would also include information from the Account’s children objects (E.g. all associated Contacts, Notes, etc.) - This means indicating Account means that all Contacts that are attached to an account will also be grabbed - However, if you want to index any Contacts that aren’t attached to any Accounts, (as well as Accounts), you would indicate that like so: SalesforceConnectorAuth