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Connect Salesforce to Fullview for Knowledge Article Ingestion

Connect Salesforce to Fullview to sync knowledge articles via a Connected App and configure it in your AI Agent settings.

Dorin avatar
Written by Dorin
Updated over 2 weeks ago

Follow these steps to connect your Salesforce instance to Fullview. This integration allows Fullview to import knowledge articles from Salesforce and use them to power your AI Agent.

1. Set Up a Connected App in Salesforce

Example Salesforce URL:

https://company-name.my.salesforce.com

Step 1: Create a Connected App

  1. Go to Setup → Apps → App Manager.

  2. Click New Connected App.

  3. Fill out the following:

    • Connected App Name: Fullview

    • API Name: Fullview

    • Contact Email: hello@fullview.io

  4. Under API (Enable OAuth Settings):

    • Check Enable OAuth Settings

    • Set Callback URL to: https://fullview.io

    • Under Selected OAuth Scopes, select: Manage user data via APIs (api)

    • Check Enable Client Credentials Flow

  5. Click Save

Step 2: Configure Policies

  1. In App Manager, locate the Fullview app and click View.

  2. Go to Manage → Edit Policies.

  3. Under Client Credentials Flow:

    • Set Run As to your admin user.

  4. Click Save

Step 3: Retrieve Client Credentials

  1. In App Manager, find the Fullview app again.

  2. Click Manage Consumer Details.

  3. Copy:

    • Consumer Key → use as Client ID

    • Consumer Secret → use as Client Secret

2. Configure Salesforce in Fullview

  1. In Fullview, go to Settings → AI Agent → Help center articles.

  2. Click Add, then choose Salesforce as the source.

  3. Fill out the following configuration:

    • Default language: Enter the language code of the articles to import (e.g., en, fr)

    • Domain: Enter the subdomain from your Salesforce URL (e.g., company-name from company-name.my.salesforce.com)

    • Body field: Enter the field name that holds article content (e.g., Answer__c)

    • Client ID: Paste the Consumer Key

    • Client Secret: Paste the Consumer Secret

  4. Click Configure

Once completed, Fullview will begin syncing your knowledge articles from Salesforce.

If you encounter any issues during setup, feel free to reach out to hello@fullview.io.

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