Salesforce
Salesforce’s “Connection Settings” consist of seven mandatory fields. For more information on how to get the required data in Salesforce, please read the article Knowledge Management: Salesforce Connection Settings.
- “URL” [1]: Add the URL of the Salesforce account where the knowledge base articles are located (e.g., https://mycompanyinc.my.salesforce.com).
- “Username” [2]: Enter the email address of the user associated with the account added in the previous field (1–255 characters).
- “Security token” [3]: Enter the user password from Salesforce, with the Salesforce security token appended at the end:
- Characters may be alphanumeric, blank spaces, or one of these special characters: ! " # $ % & ' ( ) * + , - . / : ; < = > ? @ [ \ ] ^ _ ` { | } ~
- 24 to 255 characters allowed.
- “Login URL” [4]: Enter the login URL for the type of Salesforce instance (e.g., test.salesforce.com or login.salesforce.com).
- “Grant Type” [5]: Add the grant type that is used as the authentication method (e.g., password).
- Use only alphanumeric characters, “-“, “:“, or “_“.
- 8 to 44 characters allowed.
- “Client ID” [6]: Enter the ID of the Copilot Connected App:
- Use only alphanumeric characters, “.” or “_”
- 8 to 256 characters allowed.
- “Client secret” [7]: Enter the secret of the Copilot Connected App.
- Use only alphanumeric characters.
- 8 to 256 characters allowed.