GETTING STARTED
SearchAssist Overview
SearchAssist Introduction
Onboarding SearchAssist
Build your first App
Glossary
Release Notes
What's new in SearchAssist
Previous Versions

CONCEPTS
Managing Sources
Introduction
Files
Web Pages
FAQs
Structured Data 
Connectors
Introduction to Connectors
SharePoint Connector
Confluence Cloud Connector
Confluence Server Connector
Zendesk Connector
ServiceNow Connector
Salesforce Connector
Azure Storage Connector
Google Drive Connector
Dropbox Connector
Oracle Knowledge Connector
DotCMS Connector
RACL
Virtual Assistants
Managing Indices
Introduction
Index Fields
Traits
Workbench
Introduction to Workbench
Field Mapping
Entity Extraction
Traits Extraction
Keyword Extraction
Exclude Document
Semantic Meaning
Snippet Extraction
Custom LLM Prompts
Index Settings
Index Languages
Managing Chunks
Chunk Browser
Managing Relevance
Introduction
Weights
Highlighting
Presentable
Synonyms
Stop Words
Search Relevance
Spell Correction
Prefix Search
Custom Configurations
Personalizing Results
Introduction
Answer Snippets
Introduction
Extractive Model
Generative Model
Enabling Both Models
Simulation and Testing
Debugging
Best Practices and Points to Remember
Troubleshooting Answers
Answer Snippets Support Across Content Sources
Result Ranking
Facets
Business Rules
Introduction
Contextual Rules
NLP Rules
Engagement
Small Talk
Bot Actions
Designing Search Experience
Introduction
Search Interface
Result Templates
Testing
Preview and Test
Debug Tool
Running Experiments
Introduction
Experiments
Analyzing Search Performance
Overview
Dashboard
User Engagement
Search Insights
Result Insights
Answer Insights

ADMINISTRATION
General Settings
Credentials
Channels
Team
Collaboration
Integrations
OpenAI Integration
Azure OpenAI Integration
Custom Integration
Billing and Usage
Plan Details
Usage Logs
Order and Invoices
Smart Hibernation

SearchAssist APIs
API Introduction
API List

SearchAssist SDK

HOW TOs
Use Custom Fields to Filter Search Results and Answers
Add Custom Metadata to Ingested Content
Write Painless Scripts
Configure Business Rules for Generative Answers

Salesforce Connector

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

Step1: Creating OAuth app in Salesforce

  1. Login to the Salesforce applicationClick on the Setup icon and go to the Setup.
  2. This will open the Object Manager home page as shown below.
  3. Go to the App Manager and click on New Connected App.
  4. Provide the details for the app.
    1. Provide basic information about the application like the name, email address, logo, icon, etc. 
    2. 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.
    3. Select and add the following to the Selected OAuth Scopes.
      • Full access (full)
      • Perform requests at any time (refresh_token, offline_access)
    4. Leave other settings as default and click Save and Continue. The summary page for the application will be displayed as shown below.
  5. 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.

Step2: Configuration of the Salesforce connector in SearchAssist

The next step is to configure the Salesforce connector in SearchAssist.

  1. Go to the Connectors under Sources and select Salesforce from the list of available connectors.
  2. The following page shows Configuration instructions. Click Proceed.
  3. Enter a name for the connector, provide the Consumer ID and Consumer Secret Key, generated in the previous section, select the type of source, and click Connect. Type can take the following values:
    • Cloud – Production environment/instance
    • Sandbox – Test environment/instance.
  4. After the connection is successfully established, configure content synchronization for ingestion of content from the Salesforce application.

Content Filtering and Ingestion 

Salesforce Connector allows selective ingestion of content. Select Sync Specific Content under the Sync Settings and click the Configure link to set content filters. 

The following page allows you to define rules for selecting the content. Each rule can be defined using a parameter, operator, and its value.

The most commonly used Parameter fields are listed in the dropdown. Using the +Add option, you can add new parameters if the content supports it. Refer to the complete list of supported parameters here.

The Operator field can take different values depending upon the parameter selected, such as equals to, not equals to, contains, etc. 

The Value field is used to set the expected value of the parameter. The values that any parameter can take are strictly as per the Parameters defined and supported by your application. Refer to the Salesforce Documentation before adding parameters and their values.

Note that if the parameter or corresponding value is not set correctly, the connector may not throw any error, and the filter may not work as expected.

Filter examples

To select all the knowledge articles published on a certain date, set the filter as shown below.

 

To selectively ingest only the articles with a specific title and author, you can configure the filter as shown below.

Salesforce Connector

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

Step1: Creating OAuth app in Salesforce

  1. Login to the Salesforce applicationClick on the Setup icon and go to the Setup.
  2. This will open the Object Manager home page as shown below.
  3. Go to the App Manager and click on New Connected App.
  4. Provide the details for the app.
    1. Provide basic information about the application like the name, email address, logo, icon, etc. 
    2. 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.
    3. Select and add the following to the Selected OAuth Scopes.
      • Full access (full)
      • Perform requests at any time (refresh_token, offline_access)
    4. Leave other settings as default and click Save and Continue. The summary page for the application will be displayed as shown below.
  5. 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.

Step2: Configuration of the Salesforce connector in SearchAssist

The next step is to configure the Salesforce connector in SearchAssist.

  1. Go to the Connectors under Sources and select Salesforce from the list of available connectors.
  2. The following page shows Configuration instructions. Click Proceed.
  3. Enter a name for the connector, provide the Consumer ID and Consumer Secret Key, generated in the previous section, select the type of source, and click Connect. Type can take the following values:
    • Cloud – Production environment/instance
    • Sandbox – Test environment/instance.
  4. After the connection is successfully established, configure content synchronization for ingestion of content from the Salesforce application.

Content Filtering and Ingestion 

Salesforce Connector allows selective ingestion of content. Select Sync Specific Content under the Sync Settings and click the Configure link to set content filters. 

The following page allows you to define rules for selecting the content. Each rule can be defined using a parameter, operator, and its value.

The most commonly used Parameter fields are listed in the dropdown. Using the +Add option, you can add new parameters if the content supports it. Refer to the complete list of supported parameters here.

The Operator field can take different values depending upon the parameter selected, such as equals to, not equals to, contains, etc. 

The Value field is used to set the expected value of the parameter. The values that any parameter can take are strictly as per the Parameters defined and supported by your application. Refer to the Salesforce Documentation before adding parameters and their values.

Note that if the parameter or corresponding value is not set correctly, the connector may not throw any error, and the filter may not work as expected.

Filter examples

To select all the knowledge articles published on a certain date, set the filter as shown below.

 

To selectively ingest only the articles with a specific title and author, you can configure the filter as shown below.