Connect Salesforce to Rovo

You can use Rovo to search or chat across Salesforce accounts and opportunities, 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.

What is indexed?

The Salesforce connector indexes these objects:

• Accounts

• Opportunities

Admins can’t currently choose which fields to index. During the beta release, all supported fields from Accounts and Opportunities are ingested by default.

Before you begin

Who can connect Salesforce to Rovo?

To connect Salesforce to Rovo, 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

• The following system permissions enabled:

  • View All Users

  • View All Profiles

  • View All Data

What do I need?

Make sure you have:

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

• An Atlassian organization with Rovo enabled and access to Rovo connectors

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

Set up the Salesforce connector

Step 1 - Connect Salesforce to Rovo (OAuth)

To start setting up the Salesforce connector:

1. Go to admin.atlassian.com. Select your organization if you have more than one.

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. Review and agree to the data usage information.

7. 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. 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. 

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 > Apps > Connected Apps > 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. 

Next steps

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.