Salesforce Connector
Sync records from Salesforce into your knowledge base
The Salesforce connector synchronizes CRM records from Salesforce using the REST API.
OAuth — requires scopes:
| Field | Type | Required | Description |
|---|
| Object Type | Dropdown | Yes | Knowledge Articles / Cases / Accounts / Opportunities |
| Max Records | Input | No | Limit the number of synced records |
- Instance URL Resolution — Resolves the Salesforce instance REST URL from the userinfo endpoint
- SOQL Construction — Builds SOQL query with object-specific fields and WHERE clauses
- Record Fetching — Uses REST query endpoint with
nextRecordsUrl pagination
- HTML Handling — Converts HTML fields (Description, Summary) to plain text
| Type | Additional Filter |
|---|
| KnowledgeArticleVersion | PublishStatus='Online' AND Language='en_US' |
| Case | No additional filter |
| Account | No additional filter |
| Opportunity | No additional filter |
Record Title
Field Name: value
Another Field: value
| Tag | Type | Description |
|---|
| Object Type | Text | Salesforce object type |
| Last Modified | Date | LastModifiedDate |
| Record Number | Text | ArticleNumber or CaseNumber |
| Status | Text | Case status or Opportunity stage |
