IMPORTANT NOTE BEFORE CONNECTING SALESFORCE
You must have an edition of Salesforce that supports API access:
Professional (with an add-on that you must request through your Salesforce Account Executive)
Enterprise
Unlimited
Developer
Salesforce Essentials does not support API access (per Salesforce help).
Customized contact types could impede KnowledgeNet.ai's ability to communicate with Salesforce. If you have customized contact types, please contact support@knowledgenet.ai for help.
All self-serve CRM integrations begin the same way: A KnowledgeNet.ai Administrator must click on this link to go to the Integrations tab in the Admin Settings: https://app.knowledgenet.ai/app/admin/integrations.
Find your CRM and click the blue "Connect" button. REMEMBER: You must also have Administrator privileges in your CRM account to successfully connect. Click the "Connect" button on the Salesforce card to open the Salesforce app.
Log in if requested.
Grant KnowledgeNet.ai access to the Salesforce environment.
Click "Configure" to control which KnowledgeNet.ai users are allowed to export to Salesforce.
The default setting allows everyone to export. To impose limits, use the drop-down arrow and select "Specify which users can use this integration."
Use the "Add/Invite User button to choose which members of your organization can have export privileges. Remember to click "Save" when you are finished.
To stop your integration, click the "Disconnect" button.
