How it works
The Salesforce connector indexes documents from your Salesforce. These documents organized around the Objects that you indicate. Examples are below.
Setting up
Authorization
- Log into Salesforce
- The Salesforce user must be an organization member or have admin access to the data you would like to index.
- Click the profile avatar and choose Settings.
- Select My Personal Information → Reset My Security Token.
- Check your email for the security token.
- Once the token has been regenerated, you can use it (as well as your username and password) to authorize your RECAP connector
Indexing
- Navigate to the Admin Dashboard and select the Salesforce Connector Tile.
- Provide your Username, Password and the Security Token received from the above steps.
- Enter the Salesforce Object(s) you wish to index and organize your RECAP documents by.
- make sure to use the singular version of object name (e.g. Opportunity instead of Opportunities)
- if no objects are indicated, it will default to indexing by Account
- Information will then be indexed by the indicated object(s)
An Example
- You indicate you’d like to organize information by Account and click connect:
- RECAP will generate a document for every single Account in your Salesforce
- Attached to each document will be all the information associated with that Account
- This information would also include information from the Account’s children objects (E.g. all associated Contacts, Notes, etc.)
- This means indicating Account means that all Contacts that are attached to an account will also be grabbed
- However, if you want to index any Contacts that aren’t attached to any Accounts, (as well as Accounts), you would indicate that like so:
Responses are generated using AI and may contain mistakes.