To enable efficient searching of your content managed by Salesforce, configure the Salesforce connector in SearchAssist and start benefiting from seamless integration.
Specifications
| Type of Repository | Cloud |
| Supported API version | API v57.0 |
| Search Results Support | Knowledge articles managed by Salesforce. |
| Extractive Model for Answers | Not supported |
| Generative Model for Answers | Knowledge articles managed by Salesforce. |
Configuring the connector as a content source in SearchAssist requires:
- Creating an OAuth application in Salesforce
- Configuration of the Salesforce connector in SearchAssist
Creating OAuth app 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:
- 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.
Next, click Manage Consumer Details to generate the consumer ID and secret from this page. Save this information. You will have to add these to the SearchAssist UI to complete the integration.
Configuration of the Salesforce connector in SearchAssist
The next step is to configure the Salesforce connector in SearchAssist. Go to the Connectors under Sources and select Salesforce from the list of available connectors. 
The following page shows Configuration instructions. Click Proceed. Enter a name for the connector, provide the Consumer Id and Consumer key, generated in the last step in the previous section, and click Connect.
After the connection is successfully established, the synchronization of content starts happening between the Salesforce and SearchAssist applications.