Connect Salesforce to Teamwork Graph

You can use Teamwork Graph to search or chat across Salesforce accounts, opportunities, contacts, cases, and campaigns alongside your company knowledge. The Salesforce connector is a synced connector. It uses a Salesforce integration account to index your data and always respects Salesforce permissions.

何がインデックス化されますか?

The Salesforce connector indexes these objects:

• 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

Who can connect Salesforce to Teamwork Graph?

To connect Salesforce to Teamwork Graph, you must:

• Be a Salesforce admin (for example, a System Administrator).

What integration user permissions are required?

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

• API access enabled.

• Read access to:

  • account

  • Opportunity

  • 取引先責任者

  • Cases

  • Campaigns

• The following system permissions enabled:

  • View All Users

  • View All Profiles

  • View All Data

What do I need?

以下を実行していることを確認します。

• Your Salesforce org URL, for example: https://your-domain.my.salesforce.com

• An Atlassian organization with access to Teamwork Graph connectors

• A Salesforce admin account to approve OAuth and install the Atlassian Links app

Set up the Salesforce connector

Step 1 - Connect Salesforce to Teamwork Graph (OAuth)

To start setting up the Salesforce connector:

1. 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。

2. Select Apps, then AI settings, then Rovo.

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

4. Select Salesforce, then select Next.

5. Enter a name for the connection.

6. Configure which objects and fields should be ingested.

7. データの使用に関する情報を確認して同意します。

8. Select Authorize Salesforce.

Salesforce opens a new tab. Review and accept the permissions.

Authorize Salesforce

To authorize the connection in Salesforce:

1. If prompted, enter your Salesforce org URL.

2. Sign in as your Salesforce admin or integration user.

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

4. [許可] を選択します。

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. 

Step 2 - Install the Atlassian Links app in Salesforce

To install the Atlassian Links app in Salesforce:

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 finish setting up your connection:

• Verify indexing
  Ask Rovo about a specific Salesforce record, such as an account or opportunity, and check that the 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.

• Connect more tools
  Add other connectors so Rovo can answer questions across all your systems.