Integrating Rafiki AI with Salesforce is done by the Salesforce admin for the entire organization.
Details of the Salesforce integration can be found in the Rafiki AI listing on AppExchange.
From the Settings page, go to Integrations > CRM, and select Salesforce.
Click Add Integration.
Follow the instructions: sign in to your Salesforce account, and authorize access to Rafiki AI.
Note: You must be the Salesforce administrator for your company to connect Rafiki AI to Salesforce. Only one Salesforce account per company is supported.
When you connect to Salesforce, we install a Rafiki AI for Salesforce app instance in your Salesforce account, and ask for the following permissions:
Access the identity URL service
Manage user data via APIs
Manage user data via Web browsers
Access Connect REST API resources
Access Visualforce applications
Access unique user identifiers
Access custom permissions
Access Analytics REST API resources
Access Analytics REST API Charts Geodata resources
Manage hub connections
Manage Pardot services
Access Lightning applications
Access content resources
Manage Salesforce CDP Ingestion API data
Manage Salesforce CDP profile data
Perform ANSI SQL queries on Salesforce CDP data
Access chatbot services
Perform requests at any time
Perform requests on your behalf at any time
Click on Authorize to complete the integration.