Salesforce Sandbox

Enjo supports integration with Salesforce to connect knowledge base content and case data. This enables Enjo AI agents to use Salesforce test environments for development, validation, and training before connecting to production.

Prerequisites

• Admin permissions in Enjo

• Salesforce account credentials

• Salesforce admin rights to authorize third-party integrations

Integration Type

• OAuth 2.0 delegated connection

• Enjo connects via Salesforce login and authorization flows.

Required Permissions 

• Full API access to all objects the authenticated user can access

• Read/write access to Salesforce Knowledge Base articles

• Read/write access to Salesforce Cases

• Access limited to objects the authenticated user has permission to view

Connection Steps

Step 1: Login to Enjo dashboard - Settings- Apps.

Step 2: Click on 'Connect Apps' and select 'Salesforce KB/cases'.

Step 3: Add the Salesforce sandbox URL in the input field

Step 4: You will be redirected to Salesforce login.

Step 5: Allow access

You will be redirected to the Enjo App. You can see your connection under Apps. Every Enjo AI agent in the workspace can use your connection.