Salesforce integration

To connect with Salesforce, complete the following steps:

1. Obtain a "Security Token" and a "UserName" from your salesforce account.

2. Integrate a "Salesforce Node"

3. Create a SQL query for your data.

4. Load the data to a VectorDB or LLM.

The Salesforce node receives the following parameters

• Username: the username associated with your security token.

• Password: the password you use to log in to your Salesforce account.

• Security Token: the security token of your salesforce account (Account Settings > Reset Security Token)

Note that the Username for your API is different from the e-mail you used to sign-up for Salesforce.

Below are a few examples of how to complete these steps:

Obtaining a Security Token and Username from Salesforce.

And on how to use it as part of the Stack AI platform:

Use the salesforce node to query the list of contacts and ask questions to your salesforce database.

Below are some examples of valid SQL queries for your Salesforce database:

SELECT Name, Email FROM Contact

SELECT Id, Email FROM Contact WHERE Income > USD10000

SELECT Id, Email FROM Contact WHERE LastName = 'Aceituno'

SELECT Id, Email, Name, ParentAccount.Name FROM Contact