> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.goautonomous.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Connector Guide

> Step-by-step guide to connecting Go Autonomous with your Salesforce instance.

## Install from Salesforce AppExchange

<Steps>
  <Step title="Navigate to the AppExchange listing">
    The Salesforce environment admin installs the application. Navigate to [the Go Autonomous listing on Salesforce AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G21jxUAB\&tab=d) and find Go Autonomous.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/image.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=e41848ad769a8872fdb5eb63eacd8407" alt="Image" width="1536" height="842" data-path="images/image.png" />
    </Frame>
  </Step>

  <Step title="Select the environment">
    After pressing **Get it Now**, Salesforce will redirect you to a new tab where you select which environment to install into. If you are unsure, reach out to your Go Autonomous Customer Success Manager.
  </Step>

  <Step title="Set permissions for specific profiles">
    After confirming the environment and agreeing to the terms and conditions, you will be navigated to the **Install Go Autonomous** page. Select **Install for Specific Profiles**.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/image-1.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=4449ac316208f0c0798be355a2fbcf38" alt="Image" width="1024" height="705" data-path="images/image-1.png" />
    </Frame>
  </Step>

  <Step title="Assign the Go Autonomous API Only profile">
    Scroll through the profile list and set the following profiles to **Go Autonomous API Only**:

    1. Standard User
    2. Sales API Only System Integrations

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/image-2.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=0f3b6be6ba677b6db4d0c9159974aebb" alt="Image" width="1178" height="518" data-path="images/image-2.png" />
    </Frame>
  </Step>

  <Step title="Install the application">
    Scroll back to the top and press **Install** under the **Install for Specific Profiles** button.
  </Step>

  <Step title="Confirm installation">
    Wait for the package to finish installing. Once complete, a success notification appears. Press **Done** to return to Salesforce.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/image-3.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=8005c401e860f9dfe991bcddccfc4dda" alt="Image" width="1242" height="548" data-path="images/image-3.png" />
    </Frame>
  </Step>
</Steps>

***

## Create a profile and configure the user

<Steps>
  <Step title="Navigate to the Standard User Profile">
    In Salesforce Setup, use the left navigation pane to find **Administration > Users > Profiles**. Find **Standard User** in the profile list.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/image-4.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=60e1ebd2474805002bcccc092a187bd7" alt="Image" width="1536" height="835" data-path="images/image-4.png" />
    </Frame>
  </Step>

  <Step title="Clone the Standard User Profile">
    Inside the Standard User Profile, press **Clone**.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/image-5.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=4ecd4dd8352c4c74b6729908a115e80f" alt="Image" width="1024" height="394" data-path="images/image-5.png" />
    </Frame>
  </Step>

  <Step title="Name the new profile">
    Enter **Go Autonomous API** as the profile name, then press **Save**.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/image-6.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=b114b2e4a0666dec03374e1f82f28296" alt="Image" width="1318" height="512" data-path="images/image-6.png" />
    </Frame>
  </Step>

  <Step title="Configure profile permissions">
    Click **Edit** on the new profile and set the following permissions:

    **Administrative permissions:**

    * Access Libraries
    * Apex REST Services
    * API Enabled
    * API Only User
    * Edit Read Only Fields
    * Select Files from Salesforce

    **General user permissions:**

    * Assign Topics
    * Create Topics
    * Edit Tasks
    * Edit Topics

    **Standard object permissions:**

    | Object    | Read | Create | Edit | View All |
    | --------- | ---- | ------ | ---- | -------- |
    | Accounts  | ✓    |        |      | ✓        |
    | Cases     | ✓    | ✓      | ✓    | ✓        |
    | Contacts  | ✓    |        |      | ✓        |
    | Customers | ✓    |        |      | ✓        |
    | Documents | ✓    | ✓      | ✓    | ✓        |

    Save the profile once all permissions are configured.
  </Step>

  <Step title="Enable Go Autonomous in Connected App Access">
    After clicking **Edit** on the Profiles page, enable **Go Autonomous** and **Go Autonomous Flow** in the **Connected App Access** section.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/connected-app-access.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=e8907077e157d6a5ab1788a3a767b889" alt="" width="2384" height="190" data-path="images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/connected-app-access.png" />
    </Frame>
  </Step>

  <Step title="Create a new user">
    From the Profiles page, navigate to **Users > Users** in the left pane and press **New User**.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/image-7.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=20362fd51b0adb90b75e6412f92b6775" alt="Image" width="1536" height="630" data-path="images/image-7.png" />
    </Frame>
  </Step>

  <Step title="Configure the new user">
    Set **User License** to **Salesforce** and **Profile** to **Go Autonomous API**. Fill in the required fields: Last Name, Alias, Email, Username, and Nickname. Set the Locale and Language fields to match your primary location, then save.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/image-8.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=2efd3657b26b3ee1a6b05c433bbabedf" alt="Image" width="1536" height="1283" data-path="images/image-8.png" />
    </Frame>
  </Step>

  <Step title="Configure the Connected App">
    Navigate to **Platform Tools > Apps > App Manager**. Find the Go Autonomous application, click the down arrow at the far right of the row, and press **Manage**.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/image-9.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=96ad07cad5196a818ad58aa62ef6f665" alt="Image" width="1536" height="681" data-path="images/image-9.png" />
    </Frame>
  </Step>

  <Step title="Set the Client Credentials Flow">
    Press **Edit Policies**. Under the **Client Credentials Flow** section, click the magnify glass beside the **Run As** field, select **Go Autonomous API** from the pop-up, then press **Save**.
  </Step>
</Steps>

***

## Set up the Salesforce page layout

<Steps>
  <Step title="Open page layout settings">
    Log in to Salesforce and navigate to the **page layout settings** for Cases.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/sf-settings.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=a7ea7f468ea48a18b5e00a9c15d944cd" alt="" width="2880" height="1800" data-path="images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/sf-settings.png" />
    </Frame>
  </Step>

  <Step title="Edit the layout">
    Click **Edit** to open the layout editor.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/sf-edit-page.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=cbe2682884daea43164c5208a62c89c6" alt="" width="2880" height="1800" data-path="images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/sf-edit-page.png" />
    </Frame>
  </Step>

  <Step title="Search for Go Autonomous components">
    In the left sidebar, search for **Go Autonomous**.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/sf-without.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=cfe073aa6f3bbb54af7217bcd8ba94f1" alt="" width="2880" height="1800" data-path="images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/sf-without.png" />
    </Frame>
  </Step>

  <Step title="Locate the components">
    You'll see **Go Autonomous – Flow** and **Go Autonomous – Case Management** listed under **Custom – Managed**.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/22go-a-flow_22-element.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=a3c6118441a27730f2494f386e3ef9d2" alt="" width="2880" height="1800" data-path="images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/22go-a-flow_22-element.png" />
    </Frame>
  </Step>

  <Step title="Add Go Autonomous – Flow">
    Drag **Go Autonomous – Flow** to the left side of the case layout.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/insert-go-a-flow-into-the-new-space.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=758e0183556972fe8c3f93b09509b0d2" alt="" width="2880" height="1800" data-path="images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/insert-go-a-flow-into-the-new-space.png" />
    </Frame>
  </Step>

  <Step title="Add Go Autonomous – Case Management">
    Drag **Go Autonomous – Case Management** to the right side of the layout.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/22go-a-case-man_22-element.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=3a69011325234e51687bd32313598434" alt="" width="2880" height="1800" data-path="images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/22go-a-case-man_22-element.png" />
    </Frame>
  </Step>

  <Step title="Save the layout">
    Click **Save**. Close the window when you see the **Changes saved** confirmation.

    <Frame>
      <img src="https://mintcdn.com/goautonomous/g-HVp3qXN4sd5bRy/images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/changes-saved.png?fit=max&auto=format&n=g-HVp3qXN4sd5bRy&q=85&s=19e479573131fda23c6b3beec68dc77b" alt="" width="2880" height="1800" data-path="images/knowledge-base/it/integration-guides/connectors/salesforce/salesforce-connector-guide/changes-saved.png" />
    </Frame>
  </Step>
</Steps>

***

## Configure the connector in Go Autonomous

<Steps>
  <Step title="Open Connectors">
    Log in to the Go Autonomous platform and navigate to **Administration > Company Settings > Connectors**.
  </Step>

  <Step title="Create a Salesforce connection">
    Find the **Salesforce** connector in the **Available Connectors** section. Give your connection a clear name (e.g., "Main Salesforce Org"), select either **Case Creation** or **Case Enrichment** depending on your desired functionality, and enter the custom domain URL for your Salesforce organisation.
  </Step>

  <Step title="Confirm the connection">
    Once saved, your Salesforce connection will appear under **Active Connections**. You're now ready to use the integration.
  </Step>
</Steps>