Salesforce

Overview of the Salesforce integration.

The following documentation is for Salesforce v2.0.4.

Overview

Salesforce is a CRM platform for managing sales, customer relationships, and business operations. This integration lets you create, update, and delete Salesforce objects, manage reports, and send emails directly from your Kognitos automations.

The Salesforce integration supports discovery. Once connected, Kognitos automatically learns the object types in your Salesforce instance, including custom objects. You can then enable the specific actions your automations need. See Custom Actions for setup instructions.

Setup

The following integrations need to be connected to your Kognitos workspace:

• Salesforce

Steps

Follow these steps to connect the integration in Kognitos:

1

Navigate

Using the left navigation menu, go to Integrations → Explore Integrations.

2

Find

Search for the integration and click on it.

3

Connect

Click on Connect to add a connection to the integration.

4

Configure

Add a name for the connection. You'll be prompted for authentication details if needed. Then, click on Connect.

Discovering Actions

After connecting, you can discover and enable the Salesforce objects and operations available in your instance:

1

Open the connection menu

Navigate to Integrations, find your Salesforce connection, and click the three-dot menu ⋯ next to the connection name. Select Configure Actions.

2

Browse and enable objects

Browse or search for the Salesforce objects you need (e.g., "Account", "Opportunity", "Custom_Object__c"). Toggle them on to enable them in your workspace.

3

Save and wait

Click Save to apply your configuration. Allow 1-2 minutes for Kognitos to complete the discovery process. Once finished, the enabled actions become available in your drafts and automations.

Credentials

This section explains how to obtain the credentials needed to connect Salesforce. You can choose from different authentication methods, each requiring different credentials.

1. Client Credentials

This connection method uses OAuth 2.0 through a Connected App. These steps walk you through obtaining a consumer key and secret.

This is the most secure and recommended authentication method.

1

Create a Connected App

1. Log in to Salesforce

2. Click the Setup icon (gear icon in the top right)

3. In the Quick Find box, search for "App Manager"

4. Click New Connected App

2

Configure the Connected App

1. Basic Information:

   1. Connected App Name: Enter a name (e.g., "Kognitos Integration")

   2. API Name: Will auto-populate

   3. Contact Email: Enter your email address

2. API (Enable OAuth Settings):

   1. Check Enable OAuth Settings

   2. Callback URL: Enter https://login.salesforce.com/services/oauth2/callback (or your specific callback URL)

   3. Selected OAuth Scopes: Add the required scopes:

      1. Access and manage your data (api)

      2. Perform requests on your behalf at any time (refresh_token, offline_access)

      3. Full access (full) - if needed

   4. Click Save

3

Get Consumer Key and Consumer Secret

1. After saving, navigate back to Setup → App Manager

2. Find your Connected App and click View

3. In the API (Enable OAuth Settings) section:

   1. Copy the Consumer Key (also called Client ID)

   2. Click "Click to reveal" next to Consumer Secret

   3. Salesforce will ask you to verify your identity (via email or MFA)

   4. Copy the Consumer Secret (also called Client Secret)

4

Get Your Domain

Your Salesforce domain is the My Domain prefix from your Salesforce URL:

• With My Domain: mycompany (from https://mycompany.my.salesforce.com)

• Without My Domain: na30 (from https://na30.salesforce.com, where "na30" is your instance)

Log into Salesforce and check your browser's address bar.

For more information, check out the Salesforce documentation: Create a Connected App.

2. Username, Password, Security Token, and Domain

This method uses username-password authentication with an API security token.

1

Get Your Username

Your username is the email address you use to log into Salesforce (e.g., [email protected]).

2

Get Your Password

This is your standard Salesforce account password.

3

Get Your Security Token

1. Log in to Salesforce

2. Click your profile icon (top right)

3. Select Settings

4. In the Quick Find box, type "Reset"

5. Click Reset My Security Token

6. Click the Reset Security Token button

7. Check your email for the new security token

8. Copy the token from the email

If you don't see the "Reset My Security Token" option, your organization may have IP restrictions enabled. Try this direct URL:

https://[YourDomain].my.salesforce.com/_ui/system/security/ResetApiTokenEdit

4

Get Your Domain

Use login for production, test for sandbox, or your My Domain prefix for custom domains.

Authentication

Use one of the following authentication methods to connect this integration in Kognitos. Each method has its own configuration requirements.

Connect Using Consumer Key, Consumer Secret and Domain

Connect to Salesforce using the OAuth 2.0 Client Credentials flow.

Label	Description	Type
Consumer Key	The Consumer Key (also called Client ID) from your Connected App.	sensitive
Consumer Secret	The Consumer Secret (also called Client Secret) from your Connected App.	sensitive
Domain	Your Salesforce My Domain prefix (e.g., mycompany for mycompany.my.salesforce.com).	text

Connect Using Username, Password, Security Token and Domain

Connects to a Salesforce instance using username, password, security token, and domain.

Label	Description	Type
Username	The Salesforce login email (e.g., [email protected]).	text
Password	The password associated with your Salesforce account.	sensitive
Security Token	The security token emailed to you by Salesforce after a token reset. Appended to your password internally for API auth.	sensitive
Domain	Use login for production, test for sandbox, or your My Domain prefix for custom domains.	text

Connect Using Username, Password and Security Token

Connects to a Salesforce instance using username, password, and security token.

Label	Description	Type
Username	The Salesforce login email (e.g., [email protected]).	text
Password	The password associated with your Salesforce account.	sensitive
Security Token	The security token emailed to you by Salesforce after a token reset. Appended to your password internally for API auth.	sensitive

Actions

The following actions are available in the Salesforce integration:

1. Create a report

Creates a report in Salesforce using the provided report metadata (name, description, report type, and optional filters).

2. Export a report as Excel

Exports a Salesforce report as an Excel file.

3. Export a report as a table

Exports a Salesforce report as a table for use in automations.

4. Retrieve reports

Retrieves reports from Salesforce. Supports filtering by report name and other fields.

5. Send an email

Sends an email through Salesforce to one or more recipients with a subject and body.

In addition to these built-in actions, the Salesforce integration supports custom actions discovered from your specific Salesforce instance. This includes operations on standard and custom objects (Accounts, Opportunities, Cases, custom objects, etc.). The actions available depend on which objects you enable through the discovery process.

Concepts

Salesforce create report body

Information sent to Salesforce to create a report.

Field Name	Description	Type
report_metadata	The metadata of the report.	json

Salesforce report

A Salesforce report object representing a set of data that meets certain criteria, displayed in an organized format.

Field Name	Description	Type
id	The ID of the report.	text
owner_id	The ID of the owner of the report.	text
name	The name of the report.	text
developer_name	The unique name of the object in the API.	text
description	The description of the report. Limit: 255 characters.	optional[text]
folder_name	The name of the folder that contains the report.	optional[text]
namespace_prefix	The namespace prefix of the report.	optional[text]
format	The format of the report: Tabular, Summary, Matrix, or Joined.	optional[text]
is_deleted	Whether the report is deleted.	optional[boolean]
created_date	The date and time when the report was created.	optional[datetime]
created_by_id	The ID of the user who created the report.	optional[text]
last_modified_date	The date and time when the report was last modified.	optional[datetime]
last_modified_by_id	The ID of the user who last modified the report.	optional[text]
last_referenced_date	The date and time when the report was last referenced.	optional[datetime]
last_run_date	The date and time when the report was last run.	optional[datetime]
last_viewed_date	The date and time when the report was last viewed.	optional[datetime]