- 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
Salesforce Integration
CONTACT US
The Salesforce Integration will be set up by a Communications Mining engineer using the information you provide.
Once you created the Connected App, please contact support with the following details.
| NAME | DESCRIPTION |
|---|---|
| Consumer Key | A long string of letters and numbers, found on the page for the Connected App |
| Consumer Secret | A long string of letters and numbers, found on the page for the Connected App |
| Instance URL | Your Salesforce instance URL, e.g. um6.salesforce.com, see Salesforce documentation for how to find it
|
Salesforce Objects
The Salesforce Integration can be configured to poll for any of your standard or custom Salesforce objects. For each object you would like to sync into Communications Mining, please provide the Salesforce API names of the objects and its fields.
Permissions
Please ensure that the user used to authenticate the integration has "Read" and "View All" access to the objects and "Read" access to the fields you would like to sync into Communications Mining.
The integration needs to be authenticated to get access to your Salesforce data. This is done through OAuth2 with an authorized Salesforce account. You should authenticate the integration using the same account that was used to set up the Connected App.
- Navigate to the authentication URL that we provided. It will look like this:
https://<mydomain>.reinfer.io/integrations/<project-name>/<integration-name>/oauth2/authenticatehttps://<mydomain>.reinfer.io/integrations/<project-name>/<integration-name>/oauth2/authenticatewhere<mydomain>is your tenant domain, and<project-name>/<integration-name>are the project and name of your Salesforce Integration. - You will be automatically redirected to a Salesforce login page. Log in with the Salesforce account that will provide access
to the integration. The browser will redirect to a confirmation page.
Salesforce OAuth2 Login Page
- On the confirmation page, approve the requested permissions.
Salesforce OAuth2 Confirmation Page
- Once done, you should be redirected back to
https://<my_tenant>.reinfer.iowith a notification indicating the integration was configured successfully.
