Integrating Salesforce with the SysAid AI Agent Builder makes it easy to connect with Salesforce and unlock powerful automations. Out of the box, SysAid offers a ready-to-use "Get Account Details" AI Agent, allowing you to quickly retrieve Salesforce account information without any setup.

In addition, you can leverage the AI Agent Builder to create your own custom Salesforce-related AI Agents, tailored to your specific business needs and workflows.

In this article, we’ll walk you through the process of connecting the AI Agent Builder with your Salesforce account.

Setting up the connection

To set up the connection with Salesforce:

1. In your SysAid account, go to Settings > AI Agents > AI Agent Builder.

2. Search for Salesforce AI API Connection and select it.

To connect with Salesforce, you’ll need:

1. Your Salesforce login URL.

2. Consumer Key and Consumer Secret from your Salesforce Connected App

3. Your Salesforce username and password

4. Your Salesforce Security token

Keep your SysAid account in one tab and open a new tab to connect to your Salesforce account. Let’s walk you through where to find the relevant details.

Finding your Consumer Key and Consumer Secret

Follow these steps:

1. Log in to your Salesforce account.

2. Click the gear icon in the top-right corner and select Setup to enter the Salesforce setup area.

3. In the Quick Find box on the left, search for App Manager and click on it.

4. Click New Connected App at the top of the App Manager page.

5. Fill in the required fields. WE recommend naming the app “SysAid AI Agent Builder.”

6. Under the API (Enable OAuth Settings) section, check the Enable OAuth Settings checkbox.

7. Set the Callback URL to the URL where Salesforce should redirect after successful authentication.

8. Under Selected OAuth Scopes, add the necessary permissions for your application. For example, "Full access" or "Access and manage your data."

9. Click Save.

10. Click Continue. You will see the Consumer Key and Consumer Secret.

    Please note:

    The Consumer Secret is only displayed once. Ensure you copy and store it securely.

11. Go back to your SysAid AI Agent Builder and paste the Consumer Key and Consumer Secret.

Publishing the connection

To publish the connection:

1. Add your Salesforce user name and password.

2. Add your Salesforce Security Token.

   Please note:

   You should the token in an email send from Salesforce.
   If you need to recreate the token:

   1. Log into Salesforce.

   2. In the top right corner, click on your user avatar or name.

   3. Click Settings.

   4. In the left-hand menu, go to Personal Information > Reset My Security Token.

   5. Click Reset Security Token.

   6. Salesforce will email you a new security token to your registered email address.

3. Click Test.

4. Once you see the confirmation message, you can click Publish.

Your Salesforce account and SysAid AI Agent Builder are now connected 🎉.

Next steps

You can now use the prebuilt AI Agents. To view all available prebuilt AI Agents, see Prebuilt AI Agents Overview.

You can also create your own AI Agent from scratch using the AI Agent Builder. To learn which API capabilities are available for Salesforce, go to Salesforce Developers.