Salesforce

Required Prerequisites (Salesforce Admin Only)

1. In Salesforce Setup, navigate to Apps > Connected Apps > Connected Apps OAuth Usage.

2. For the CData Connector, click Install. Salesforce displays an installation page.

3. Click Install again to complete the process.

Setup Guide

Follow these steps to connect Salesforce to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Salesforce into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

OAuth

1. Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.

2. Click Sign in to connect securely through OAuth. This action opens the Salesforce sign-in page in a new tab.

3. Log in to your Salesforce account and provide the requested permissions (if applicable).

4. At the top of the Connect AI Add Salesforce Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

Basic

1. Enter the Salesforce username for authentication.

2. Enter the user password.

3. Enter a security token. This step is mandatory unless your IP has been added to ‘Trusted IP Addresses’ in Salesforce already.

4. Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.

5. At the top of the Connect AI Add Salesforce Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuthPassword

1. Enter the Salesforce username for authentication.

2. Enter the user password.

3. Enter a Security Token. This step is mandatory unless your IP has been added to ‘Trusted IP Addresses’ in Salesforce already.

4. Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.

5. At the top of the Connect AI Add Salesforce Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuthJWT

1. Enter your OAuth JWT Certificate. This is multi-line and in PEM format.

2. Select the OAuth JWT Certification type.

3. Enter the OAuth JWT Issuer. This must include the client_id or connected app for the which the certificate is registered.

4. (Optional) Enter an OAuth JWT Cert Password if the certificate. This only needs to be done if the certificate is encrypted.

5. (Optional) If required, add an OAuth JWT Cert Subject.

6. (Optional) If implementing for an Experience Cloud Site, an OAuth JWT Subject is required. It must be formatted as an email.

7. Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.

8. At the top of the Connect AI Add Salesforce Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OneLogin

1. Enter the OneLogin User Id.

2. Add the Password for that account.

3. Enter the SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.

4. Add the SSO Exchange URL You can find this in the Salesforce account settings by navigating to Administration Setup > SAML Single Sign-On Settings and locating the OAuth 2.0 Token endpoint.

5. Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.

6. At the top of the Connect AI Add Salesforce Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

PingFederate

1. Enter the PingFederate User Id.

2. Add the Password for that account.

3. Enter the SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.

4. Add the SSO Exchange URL You can find this in the Salesforce account settings by navigating to Administration Setup > SAML Single Sign-On Settings and locating the OAuth 2.0 Token endpoint.

5. Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.

6. At the top of the Connect AI Add Salesforce Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OKTA

1. Enter the OKTA User Id.

2. Add the Password for that account.

3. Enter the SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.

4. Add the SSO Exchange URL You can find this in the Salesforce account settings by navigating to Administration Setup > SAML Single Sign-On Settings and locating the OAuth 2.0 Token endpoint.

5. Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.

6. At the top of the Connect AI Add Salesforce Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

ADFS

1. Enter the ADFS User Id.

2. Add the Password for that account.

3. Enter the SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.

4. Add the SSO Exchange URL You can find this in the Salesforce account settings by navigating to Administration Setup > SAML Single Sign-On Settings and locating the OAuth 2.0 Token endpoint.

5. Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.

6. At the top of the Connect AI Add Salesforce Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

AzureAD

1. Enter the SSO Properties, with the format ‘ssoproperty1=value1;sooproperty2=value2;sooproperty3=value3;’. Make sure to separate all property-value pairs with semicolons.

2. Add the SSO Exchange URL You can find this in the Salesforce account settings by navigating to Administration Setup > SAML Single Sign-On Settings and locating the OAuth 2.0 Token endpoint.

3. Enter the OAuth Client Id assigned when you registered your Salesforce account for OAuth.

4. Enter the OAuth Client Secret for your Salesforce account for OAuth.

5. Set the Use Sandbox field to True (if you are connecting to a sandbox account). Otherwise, leave it as False.

6. Click Sign in to connect securely through OAuth. This action opens the Salesforce sign-in page in a new tab.

7. Log in to your Salesforce account and provide the requested permissions (if applicable).

8. At the top of the Connect AI Add Salesforce Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between Connect AI and Salesforce, see this information page.