Salesforce is an industry-leading CRM used to manage sales and customer engagements. This connector lets agents search Salesforce objects and read notes. The Salesforce Connector is company-specific, meaning every user running agents will reuse the same credentials to access Salesforce. Typically, companies will create a dedicated integration user or integration app within Salesforce to handle this flow.
For more information on Agent Connectors, please see our article below:
From the Integrations Screen, click Enable under Salesforce.
You will be prompted to create a connection and log into your Salesforce account.
You can now add Salesforce to any agent.
To manage a Salesforce connection, click Manage Connector from the Integrations Screen.
To learn more about creating and running Agents, please see our articles below: