Salesforce Connector Guide

Ready to unlock the power of seamless integration between Go Autonomous and Salesforce? This guide will walk you through connecting your Salesforce instance in just a few minutes. 

The guide consists of two parts:

Part A. Supercharge Case Management: Install the Go Autonomous App in Salesforce.

Part B. Set up the Layout of the Salesforce page

Part C. Configure the Connected App via the Go Autonomous Platform

Let’s dive in!

If you want to install the Go Autonomous canvas within the Salesforce environment, the setup is different to the one described in this article.

In the situation, please reach out to your Customer Success Manager for next steps.

Step 1. Navigate to Salesforce App Exchange Application

The Salesforce environment admin installs the application. Navigate to the Salesforce App Exchange application and find Go Autonomous.

Step 2. Select the Environment

After pressing “Get it Now”, Salesforce will redirect you to a new tab. Here, you will be prompted to select which environment you would like to install the application. Select the desired environment, and if you are unsure, please reach out to your Go Autonomous Customer Success Manager. 

Step 3. Provide Permission Settings for Specific Users

After confirming the environment and agreeing to the terms and conditions, Salesforce will redirect you to login once again. Once you enter your credentials, you will be automatically navigated to the “Install Go Autonomous page”.  On this page, perform select the “Install for Specific Profiles” button.

Step 4. Select the Profile Setting for “Standard User”

Scroll down through the list of Profile options and toggle the below Profiles to “Go Autonomous API Only”

1. “Standard user”
2. “Sales API Only System Integrations”

Step 5. Install the application

Scroll back to the top of the page and press “Install” under the “Install for Specific Profiles” button.

Step 6. Installation Success! 

Wait for the package to finish installing. Once completed, you will receive this notification. Press the “Done” button to navigate to Salesforce.

Step 1. Navigate to the Standard User Profile

In the Salesforce Setup settings, use the navigate pane on the left to find the “Administration” section. Then, expand the “Users” section and select “Profiles. Find “Standard User” in the list of profiles.

Step 2. Clone the Standard User Profile

Once in the Standard User Profile, press the “Clone” button.

Step 3. Set a Profile Name

Enter “Go Autonomous API” as the profile name, then press “Save”.

Step 4. Enable Go Autonomous and Go Autonomous Flow

After clicking “Edit” on the Profiles page, enable Go Autonomous and Go Autonomous flow in the “Connected App Access” section.

Step 5. Create a New User

You’ll be navigated back to the Profile page. From here, use the navigation pane on the left to find the “Users” section under the “User” section. Once selected, press the “New User” button.

Step 6. Set-up the New User

In the “User License” field pick “Salesforce”. Then in the “Profile” field select “Go Autonomous API”. Fill in Fill in the mandatory fields of “Last Name”, “Alias”, “Email”, “Username”, “Nickname” to your preference.

Reminder to set the “Locale” and “Language” fields based on your primary location. Then, save the profile.

Step 7. Manage the App

Navigate to “Platform Tools” in the summary pane on the left. Under “Apps” select “App Manager”. You’ll now see a list applications. Find the Go Autonomous application and press the down arrow in the far right of the row. From here, press “Manage”.

Step 8. 

Press “Edit Policies”. Under the “Client Credentials Flow” section, press the magnify glass beside the “Run As” field. A small pop-up screen will appear; here select “Go Autonomous API”. The pop-up window will then disappear. Press “Save”. You’re now completed!

Step 1.
Log in to Salesforce. Navigate to the page layout settings for cases. 

Step 2.
To customize the layout, click Edit. 

Step 3.
In the left sidebar menu, search for “Go Autonomous.” 

Step 4.
You’ll see “Go Autonomous – Flow” and “Go Autonomous – Case Management” under “Custom – Managed.” 

Step 5.
Click on “Go Autonomous – Flow” and drag it to the left side of the case layout. 

Step 6.
Repeat the same process for “Go Autonomous – Case Management,” placing it on the right side. 

Step 7.
Click Save and close the window when you see “Changes saved.”

Step 1. Find Connectors.

Log in to your Go Autonomous platform and navigate to the Settings section. This is where you’ll manage all your connected applications.

Step 2. Create Your Salesforce Connection

• Look for the “Connected Apps” section within Settings. Here, you’ll be able to configure a new connection specifically for Salesforce.
• Give your connection a clear and recognizable name (e.g., “Main Salesforce Org”).
• Select either ‘Case Creation’ or ‘Case Enrichment’ depending on the desired functionality for the Salesforce Connector.
• In the designated field, enter the custom domain link you use to access your Salesforce organization.

Step 3. You’re Connected!

Once you’ve filled in the details, your Salesforce connection should be successfully established and appear under “Active Connections.” Congratulations! You’re now ready to leverage the power of this integration.

Need a Helping Hand?

If you encounter any issues during the process, don’t hesitate to reach out to your dedicated Customer Success Manager at Go Autonomous. They’ll be happy to assist you!