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:

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

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
Google SearchZendesk