# Salesforce

<details>

<summary>Prerequisite - <strong>Integrating with Salesforce</strong></summary>

To index your Knowledge Source, you must integrate your Salesforce account with ClearFeed. Begin this on the ClearFeed web app:

1. Navigate to `Settings` from the nav-bar, and proceed to the [Integrations](https://web.clearfeed.app/settings/integrations) tab.
2. Within the list of available integrations, locate and select **Salesforce.**
3. Click on `Connect` button.
4. You will be asked to enter the Salesforce sub-domain. Click Connect and you will be redirected to Salesforce login.
5. Once you sign in, you will need to authorize ClearFeed to integrate with Salesforce by clicking on `Authorize Access`
6. You will then be redirected to the ClearFeed web app where you will get a success message.

</details>

### **Indexing Salesforce Knowledge Source**

{% hint style="info" %}
**As of now, we only support Salesforce Lightning Knowledge as a Knowledge Source.**
{% endhint %}

With the integration complete, you can now index your Knowledge Source:

* From the left navigation bar on the ClearFeed WebApp, go to **AI >** [**Knowledge Sources**](https://web.clearfeed.app/knowledge-sources)**.**
* Hover over the "Add Knowledge Source" dropdown at the top right corner to select `Salesforce`.
* A side drawer will appear, prompting you to provide specific details:
  * **Name**: Enter a title for the Knowledge Source (this will be shown in ClearFeed).
  * **Tags**: Add tags to categorize and organize Knowledge Sources as per your needs.
  * **Knowledge Object Name**: Enter the API name of your Knowledge article object (e.g., `Knowledge__kav`).
    * Find it in **Salesforce Setup → Object Manager → search “Knowledge” → copy the API name**.
  * **Article Body Field**: Enter the API name of the field storing the article’s main content.
    * In Salesforce: **Object Manager → Knowledge object → Fields & Relationships → locate the Rich Text field → copy the API name**.
  * **External URL Field (optional)**: If articles have a public URL, enter the API name of that URL field.
    * Find it in **Object Manager → Knowledge object → Fields & Relationships → look for a URL-type field**.
  * **Category Groups**: Specify the API names of category groups (`__c`) used to classify articles.
    * In Salesforce: **Setup → Data Categories → view the group structure → copy the API names**.
* After saving, the Knowledge Source will either start indexing immediately (reflected by an **In Progress** status) or will be picked soon (reflected with an **Initiated** status). Get more details on Managing Knowledge Sources [here](https://docs.clearfeed.ai/clearfeed-help-center/clearfeed-ai/knowledge-sources/managing-knowledge-sources).
* **Reindexing Salesforce Docs -** To reindex Salesforce documents, manually reindex the knowledge source by clicking the "Reindex" button next to it.

### Using AI Agents

Once you've configured the knowledge sources, learn how to build and use AI Agents

{% content-ref url="<https://github.com/clearfeed/new-docs/blob/main/ai-agents/build-ai-agents.md>" %}
<https://github.com/clearfeed/new-docs/blob/main/ai-agents/build-ai-agents.md>
{% endcontent-ref %}

{% content-ref url="../../ai-agents/use-ai-agents" %}
[use-ai-agents](https://docs.clearfeed.ai/clearfeed-help-center/clearfeed-ai/ai-agents/use-ai-agents)
{% endcontent-ref %}

### **Manage Knowledge Sources**

Once the status of the knowledge source has been indexed, learn more on how to manage the knowledge source below.

{% content-ref url="../managing-knowledge-sources" %}
[managing-knowledge-sources](https://docs.clearfeed.ai/clearfeed-help-center/clearfeed-ai/knowledge-sources/managing-knowledge-sources)
{% endcontent-ref %}