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Salesforce User Connector

The Salesforce user connector lets a Custom Chatbot query Salesforce under each end user's own Salesforce login and permissions. Users sign in to Salesforce once when they first use the chatbot, and every request then runs with their own access rights.

Salesforce is not currently a direct chat tool for RouteLLM. It is used through a Custom Chatbot, as described below.

Prerequisites​

  • Access to the Abacus.AI platform
  • A Salesforce account
  • Administrative access in Abacus.AI to create connectors and projects

Config connector​

A config connector is optional. You only need one to point the connector at a custom login URL or at a Salesforce sandbox. To connect to the Salesforce production environment with the default login, skip this section.

  1. Navigate to the Connected Services Dashboard.
  2. Click Add New Connector.
  3. Select Salesforce from the "Select a Service" popup.
  4. Select the AUTH TYPE:
    • Basic (Default): users are redirected to the default Salesforce login URL for OAuth-based authentication.
    • Custom OAuth: specify a custom redirect URL to use for OAuth-based authentication, and enter it in the URL field.
  5. Sandbox (optional): turn the toggle on to connect to a Salesforce sandbox environment for testing.
  6. Turn the Config Only toggle on.
  7. Click Create.

Use Salesforce in a Custom Chatbot​

  1. In the Developer Platform, create a Custom Chatbot project and open Model → Train Model. The Custom Chatbots guide walks through project creation, training and deployment.
  2. Under Advanced Options → Tool Use, select Salesforce_User_tool.
  3. (Optional) Under Config Connectors, pick the config connector you created above.
  4. Train and deploy the model (Offline Batch + Realtime), then open the chatbot from the deployment's Prediction Dash → Go to Abacus.AI Chat.
  5. Each user is prompted to log in to Salesforce once on their first interaction. The chatbot then acts under that user's own Salesforce permissions.

Important notes​

  • Authentication: users authenticate with Salesforce on their first interaction; Abacus.AI stores their connection for later conversations.
  • Permissions: the chatbot can only access the objects and records the signed-in user's Salesforce profile allows.

Troubleshooting​

  • Deployment is not Active: wait for the deployment status to reach Active before testing.
  • Users are redirected to the wrong login page: check the AUTH TYPE, URL and Sandbox settings on the config connector, and that the config connector is selected under Tool Use → Config Connectors.
  • Access errors: review the user's Salesforce profile and permission sets for the objects being queried.