- API Docs
- CLI
- Integration Guides
- Overview
- Creating a Connected App
- Salesforce Integration
- Blog
- How Machines Learn to Understand Words: A Guide to Embeddings in NLP
- Prompt-based learning with Transformers
- Efficient Transformers II: Knowledge Distillation & Fine-Tuning
- Efficient Transformers I: Attention Mechanisms
- Deep Hierarchical Unsupervised Intent Modelling: Getting Value Without Training Data
- Fixing Labelling Bias With Communications Mining
- Active Learning: Better ML models in less time
- It's All in the Numbers - Assessing Model Performance With Metrics
- Why Model Validation Is Important
- Comparing Communications Mining and Google AutoML for Conversational Data Intelligence
Creating a Connected App
In order to provide Communications Mining access to your Salesforce instance, a Salesforce administrator will need to create a Connected App.
It's worth familiarizing yourself with the concepts of Connected Apps in the above link, but to set up the Communications Mining Salesforce Integration the following steps should be sufficient. These steps should be completed using the same account that the Connected App will be authenticated with.
INTEGRATION USER
Any Salesforce user with the right access to the data you'd provide to Communications Mining can be used to authenticate the integration. In general, it's recommended to use a dedicated integration user for this so that the Salesforce Integration is not tied to a specific person's account. You can read more about Salesforce's recommendations on the matter here.
- In your Salesforce Setup, under Apps, select App Manager and click on New Connected App.
Create a new Connected App in Salesforce
- Follow the guidance from Salesforce and fill in the required information, such as App Name, API Name and Contact Email. The following is an example:
Example required information
- Select the checkbox Enable OAuth2 Settings, this will open up a new section of options.
- Under Callback URL, insert the following line, replacing
<mydomain>with your tenant domain:https://<mydomain>.reinfer.io/external/salesforce/oauth2/callback. - The following scopes are required for the Salesforce Integration to work. Add them to Selected OAuth2 Scopes.
OAUTH2 SCOPES Manage user data via APIs (api) Perform requests on your behalf at any time (refresh_token, offline_access) The required OAuth2 settings for the Connected App - You do not need to change any of the other settings. Click Save at the bottom of the page to create the Connected App.
- Take note of the Consumer Key and Consumer Secret of the Connected App you just created. You will need to send them to us to set up the integration.
Consumer Key and Consumer Secret
