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Creating a connection to a Connect AI data source from a client account involves the following steps:
1
An end user of your customer’s account clicks Add Connection on your web page.
2
Your application creates a JSON Web Token (JWT) signed by a private key and makes a request to the Embedded Cloud Create Connection API.
3
Embedded Cloud returns a redirect URL to your application.
4
The end user is redirected to the Connect AI Add Connection page.
5
The end user adds connection information for the particular data connector, such as Salesforce, and then tests and saves the connection.
6
Embedded Cloud calls Create Connection.
7
Create Connection returns success or failure on the Add Connection page.
8
The end user clicks the Close button. Embedded Cloud redirects with a connection Id back to your web page.
9
Your web page now displays the end user’s list of connections.