Salesforce KB
By the end of this article, you'll know how to connect your Salesforce Knowledge Base to an Enjo AI agent, configure an article filter using SOQL, and verify that your Salesforce articles have been indexed and are ready to train your agent.
Prerequisites
Your Salesforce account is connected to Enjo. If not, see Connect Salesforce to Enjo before continuing.
Step 1: Open the AI Agent's Knowledge section
Go to AI Agents and select the agent you want to train. Open the Knowledge tab, then click Add Knowledge.
Step 2: Select Salesforce KB as the source
In the app list, choose Salesforce KB. Select the Salesforce account you connected, then click Next.
Step 3: Get the article ID from Salesforce
In a separate browser tab, log in to Salesforce and go to Knowledge.
Open the article you want to index. At the top of the article page, copy the article's key ID — this is the unique identifier Enjo uses to locate and import the article.
💡 Tip: You can filter by multiple articles using standard SOQL syntax. For a single article, the format is: ID = 'your_article_id'. For multiple articles, use: ID IN ('id_1', 'id_2'). Make sure each ID is wrapped in single quotes.
Step 4: Configure the filter and start indexing
Return to the Enjo tab. In the filter field, enter your SOQL filter using the article ID you copied.
Click Get Count to confirm how many articles match your filter for a single article, this will show 1.
Once the count looks correct, click Start Indexing. Enjo will process the selected article(s), add them to the knowledge base, and use them to train your agent.
💡 Tip: Always verify the count before starting indexing. If the count is higher than expected, revisit your SOQL filter — an incorrect filter can index unintended articles. Enjo will now train on your Salesforce KB documents from the specified SOQL filter. You will be able to see the indexed documents under the 'Knowledge Sources' tab.
Step 5: Verify the indexed articles
Once indexing is complete, open the details view for the knowledge source. You'll see the article name, document count, and import metadata confirming the content is live.
Your Salesforce Knowledge Base articles are now connected, indexed, and available for your AI agent to use when answering queries.
What's Next ?
Test your agent — Use the Playground to ask questions that relate to the Salesforce articles you just indexed and verify the agent responds correctly. See Test your AI Agent.
Add more knowledge sources — Connect additional sources like Confluence, SharePoint, or uploaded files to broaden what your agent knows. See Connect a Knowledge Source.