Connect Salesforce

With Salesforce connected, the agent can query records, search and write with your approval. It uses your own Salesforce user, with its permissions.

Admins only

Salesforce uses your company’s app. A Salesforce admin creates the app and a nouter admin loads the Consumer Key in Organization → Connectors, in Salesforce’s menu. Without it, Salesforce appears for no one. The steps are in Managing connectors.

Connect your account

1. In the sidebar, go to Customize → Connectors and open Discover.
2. Find Salesforce and tap the +.
3. Sign in to Salesforce if it asks and authorize.
4. Back in nouter, Salesforce shows in Yours. It works in any conversation, with no re-authorizing.

What it can do

• Read: queries, searches and the schema happen right away.
• Write: creating, editing or deleting records waits for your approval (Why it asks for your approval).

The permissions you have in Salesforce apply. To disconnect or change what the agent sees, see Disconnect an account.

Tip

If Salesforce doesn’t show up in Discover, the app may not be loaded yet. Wait a few seconds after your admin saves it, then look again.