Salesforce を Teamwork Graph に接続する

You can use Teamwork Graph Connectors to search or chat across Salesforce data alongside your company knowledge.

Salesforce offers two connector options:

• Synced connector indexes your Salesforce data into Teamwork Graph and supports Salesforce across search, chat, and agents.

• Direct connector does not index any data into Teamwork Graph; instead it relies on real-time calls to Salesforce's MCP, and it works only in Rovo Chat and agents (it does not support search). Choose the option that best fits your needs.

Compare connector options

何がインデックス化されますか?

The following applies to the synced connector only. The direct connector does not index any data into Teamwork Graph.

Salesforce コネクタは、次のオブジェクトをインデックス化します。

• アカウント数

• 機会

• 取引先責任者

• Cases

• Campaigns

Admins can configure which of these objects to ingest as well as which standard fields and custom fields to ingest for each object.

はじめる前に

Which connector should I choose?

• Choose the synced connector if you want Salesforce results in search as well as chat and agents, and you want Salesforce data indexed into Teamwork Graph alongside your company knowledge.

• Choose the direct connector if you prefer not to index Salesforce data into Teamwork Graph and want real-time results in Rovo Chat and agents. The direct connector does not support search.

誰が Salesforce を Teamwork Graph に接続できますか?

To add either connector, you must be an Atlassian organization admin.

To connect the Salesforce synced connector to Teamwork Graph, you must be a Salesforce admin (for example, a System Administrator).

You do not need to be a Salesforce admin to connect the direct connector.

どのような統合ユーザー権限が必要ですか?

Required for the synced connector only. The direct connector does not use a Salesforce integration account; it relies on each user's own Salesforce access at runtime through Salesforce's MCP.

The synced connector uses a Salesforce integration account to index data. This account must have:

• API アクセス権が有効になっている。

• Read access to: Account, Opportunity, Contacts, Cases, Campaigns

• The following system permissions enabled: View All Users, View All Profiles, View All Data

何が必要ですか?

以下を実行していることを確認します。

• Salesforce 組織の URL (例: https://your-domain.my.salesforce.com)

• An Atlassian organization with access to Teamwork Graph connectors

Set up the Salesforce direct connector

Salesforce コネクタのセットアップを開始するには、次の手順に従います。

• admin.atlassian.com に移動します。複数の組織がある場合は、対象の組織を選択します。

• Select Connectors

• Select Apps, then AI settings, then Rovo.

• Select Add connector.

• Choose a site, then select Next.

• Select Salesforce, then select Next.

• Choose the connector type: direct.

• 接続の名前を入力します。

• Enter your Salesforce domain URL.

• データの使用に関する情報を確認して同意します。

• [保存] を選択します。

• After you select Save, the direct connector is enabled and available on your site. No Salesforce admin authorization is required at this step. Individual users are prompted to authenticate with their own Salesforce access the first time they use Salesforce in Rovo Chat or an agent.

Set up the Salesforce synced connector

When you add the connector, choose the connector type: synced.

ステップ 1 - Salesforce を Teamwork Graph に接続する (OAuth)

Salesforce コネクタのセットアップを開始するには、次の手順に従います。

• admin.atlassian.com に移動します。複数の組織がある場合は、対象の組織を選択します。

• Select Apps, then AI settings, then Rovo.

• Under Sites, next to the site you want to connect, select Add connector.

• Select Salesforce, then select Next.

• Choose the connector type: Synced.

• 接続の名前を入力します。

• Set a start date so that only recent records are ingested. If you don't select a start date, all records are ingested. (Synced connector only.)

• データの使用に関する情報を確認して同意します。

• Select Authorize Salesforce.

• Salesforce で新しいタブが開きます。権限を確認して同意します。

Salesforce を承認する

Salesforce で接続を承認するには、次の手順に従います。

1. プロンプトが表示されたら、Salesforce 組織の URL を入力します。

2. Salesforce の管理者または統合ユーザーとしてサインインします。

3. Review the access requested by the Atlassian Links app.

4. Select Allow.

After you authorize, Salesforce registers the Atlassian Links connected app. In Atlassian Administration, you now see the Salesforce connector marked as Connected and ready for setup.

ステップ 2 - Salesforce に Atlassian リンク アプリをインストールする

1. In Salesforce, go to Setup.

2. In the left sidebar, go to Platform Tools, then Apps, then Connected Apps, then Connected Apps OAuth Usage.

3. Find Atlassian Links in the list.

4. Select Install, then follow the prompts.

5. Confirm that your Salesforce org has Atlassian Links installed and available.

If you don't see Atlassian Links, make sure you have completed the OAuth connection in Step 1, then wait a few minutes and refresh the page.

次のステップ

After you've finished setting up your connection:

• Configure which objects and fields should be ingested. (Synced connector only.)

• Verify indexing for the synced connector
  Ask Rovo about a specific Salesforce record, such as an account or opportunity, and check that the results match Salesforce. For the direct connector, there is no indexing to verify; ask about a specific record in Rovo Chat and confirm the real-time results match Salesforce.

• Help your team connect
  When people start using Salesforce content in Rovo, they may be prompted to connect their Salesforce account to their Atlassian account before they see results. With the direct connector, each user authenticates with their own Salesforce access before they see results in chat and agents.

• 他のツールを接続する
  他のコネクタを追加して、Rovo がすべてのシステムにわたって質問に回答できるようにします。