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[Beta] Salesforce

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Setup the connector in Salesforce

Please bear in mind that this connector is only available for Enterprise plan subscribers for the time being

Create an External Client App in Salesforce

Go to Salesforce Setup (⚙️ icon in the top right corner). In the search bar on the left sidebar, search for "External Client App Manager" and click "New External client App.”

Fill in basic information

  • External Client App Name: "Dust Integration".
  • API Name: will auto-populate.
  • Contact Email: your email.
  • Distribution State: Keep default value “Local”.

API (Enable OAuth Settings)

  • Check the ◽ “Enable OAuth” box.

Set the callback URLs

https://dust.tt/oauth/salesforce/finalize
https://eu.dust.tt/oauth/salesforce/finalize

Select the OAuth scopes

  • Access the identity URL service (id, profile, email, address, phone)
  • Manage user data via APIs (api)
  • Perform requests at any time (refresh_token, offline_access)
  • Access custom permissions (custom_permissions)

Set up Flow Enablement & Security

Tick these options:

  • Enable Client Credentials Flow
  • Enable Authorization Code and Credentials Flow
  • Require secret for Web Server Flow
  • Require secret for Refresh Token Flow
  • Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows

Click on “Create”. You should land here:

Get your credentials

  • Click on the "Settings" tab and then the “Edit” button.
  • Open the “OAuth Settings” dropdown menu.
  • Click on “Consumer Key and Secret” and copy those for the Setup in Dust.

Setup in Dust

Add the new Connection

Go to Connection Admin in Knowledge in your Dust workspace, click Add Connections, and select Salesforce. Fill in your Salesforce Instance URL and the Client ID & Secret generated from your External App.

You will then be redirected to an oAuth flow to connect the Salesforce Account, which is allowed to query.

We recommend using a dedicated Service Account, since this is the Account that all Dust users will use to query data from your Salesforce.

Configure Objects permission

Select which Salesforce Objects you want to allow your users to query from and Save.

Space configuration

Go to each Space where you want to use Salesforce data and enable access to the desired Objects.

→ You can then configure your first agent to start experimenting with this new Connection!

Updated 2 days ago

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