Skip to main content

Salesforce User Connector Setup Guide

This guide provides step-by-step instructions for creating and configuring a Salesforce connector with Abacus.AI's ChatLLM platform.

Prerequisites​

Before starting, ensure you have access to:

  • Abacus.AI platform
  • A valid Salesforce account
  • Administrative access to create connectors and projects

Config connector setup​

  1. Navigate to the Abacus.AI Connected Services Dashboard.
  2. Click on the "Add New Connector" button.
  3. Select the "Salesforce" option from the "Select a Service" popup box.
  4. Select AUTH TYPE.
    • Basic(Default): Users are redirected to the default Salesforce login URL for OAuth-based authentication.
    • Custom OAuth : Select this option when you want to specify a custom redirect URL to use for OAuth-based authentication. Enter the URL in URL field.
  5. Sandbox(Optional): Turn the toggle on if you wish to connect to a Salesforce sandbox environment for testing purposes.
  6. Config Only : Turn the toggle on.
  7. Click on the Create button.

Note: If you wish to connect to the Salesforce prod environment then you can skip above mentioned steps and set up the Salesforce user connector directly.

Step-by-Step Instructions​

1. Navigate to Projects Page​

Navigate to the projects page by clicking on the ABACUS.AI logo.

2. Create New Project​

Click on "Create a new project" to begin setting up your ChatLLM project.

3. Select Project Type​

Choose GenAI --> Custom Chatbot option from the available project types.

4. Configure Project Name​

Enter a descriptive name for your project that reflects its purpose.

5. Skip to Dashboard​

Select "Skip to project dashboard" to proceed directly to the project configuration.

6. Access Model Training​

  1. Click on the Model option in the left toolbar
  2. Select "Train Model" in the top right corner of the page

7. Configure Advanced Options​

Navigate through the following menu structure:

  • Select Advanced Option
  • Choose Tool Use
  • Select Salesforce_User_tool
  • (Optional) Navigate to Config Connectors and pick the connector configured in the Config connector setup step.

8. Initiate Model Training​

Click on "Train Model" to begin the training process.

9. Access Trained Model​

Once training is complete:

  1. Click on Models in the navigation
  2. Select your newly trained model

10. Create Deployment​

Click on "Create a new deployment" to make your model available for use.

11. Configure Deployment Type​

  1. Select "Offline Batch + Realtime" deployment option
  2. Click "Next" to proceed

12. Name Your Deployment​

Enter a user-friendly name that your end users will see, then click "Deploy".

13. Monitor Deployment Status​

  1. Return to your model by clicking Models → [Your Model Name]
  2. Wait for the deployment status to show as "Active"
  3. Click on the deployment name once active

14. Access Prediction Dashboard​

Click on the "Prediction Dash" option under the Deployment section.

15. Test Your Bot​

Click on "Go to Abacus.AI Chat" to access the testing interface.

16. Start Using the Connector​

  • Enter your questions or prompts in the chat interface
  • Note: Each user will be prompted to log in to Salesforce once for authentication

Important Notes​

  • Authentication: Users will need to authenticate with Salesforce on their first interaction
  • Permissions: Ensure proper Salesforce permissions are configured
  • Testing: Thoroughly test the connector with various Salesforce operations before deploying to end users

Troubleshooting​

If you encounter issues:

  1. Check deployment status is "Active"
  2. Ensure proper authentication credentials
  3. Review Salesforce permissions and access rights