HELP!

How do I interface with Salesforce?

  • Create a new knowledge base and provide a relevant name (skip step if already created)

  • Register your Connected App in Salesforce, define username password, permissions, taking note of client_id, client_secret, username, password, grant_type (always set to "password" for this type of authentication, so wizard not required for wizard)

  • Run "Add Salesforce Settings" Build Tool in the Viabl.ai Platform. If you are retrieving information from Salesforce (i.e. GET), you may want to write the results to a Viabl.ai Platform Object. If this is the case, then this Object should be created before running the Add Salesforce Settings Build Tool.

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