How to connect Salesforce to AskVault
What this integration does
One capability today: pulling read-only content out of Salesforce so the bot can answer from it.
- Knowledge Article import. Published Knowledge Articles (
PublishStatus = 'Online') are pulled via SOQL and indexed as documents — title, summary, and article body. - Case import. Case number, subject, and description are pulled and indexed, most recently modified first.
There's no write-back to Salesforce, no live per-visitor record lookups, and no lead/contact creation from this integration. Enterprise
Setup
- In Salesforce, create or reuse a Connected App (Setup > App Manager > New Connected App) with API (REST) access enabled, and generate an access token for it — a session ID or OAuth token your org issues. AskVault doesn't have a hosted "Connect with Salesforce" OAuth flow yet, so you obtain this token yourself.
- In AskVault, open Knowledge > Add Source > Salesforce. Click Import from Salesforce.
- Enter your instance URL (e.g.
https://yourcompany.salesforce.com) and paste the access token. - Choose the object type: Knowledge or Case.
- Set Max Records (1–500 per import) and click Import.
AskVault runs the corresponding SOQL query against the Salesforce REST API (/services/data/v58.0/query) and indexes each returned record as a document.
Read-only scope
The access token needs read access to the objects you're importing (Knowledge Articles and/or Cases). AskVault never writes to Salesforce through this integration — it only issues SELECT queries.
Re-running the import
There's no scheduled or webhook-triggered sync. To pick up new or edited Knowledge Articles or Cases, reopen Knowledge > Add Source > Salesforce and run the import again with the same instance URL and a valid access token. It isn't incremental — it re-queries and re-imports up to your Max Records setting each time.
Limits
- Plan availability. Enterprise only.
- Records per import. 1–500, set via the Max Records field.
- Object types. Knowledge Articles and Cases. Other Salesforce object names can technically be queried, but only their
IdandNamefields are pulled — there's no field-mapping UI for custom objects. - Salesforce API rate limits. Governed by your org's Salesforce edition (e.g. 15,000 API calls per 24 hours on Enterprise Edition, scaling per edition). A single AskVault import counts as one API call regardless of Max Records.
Common pitfalls
"Salesforce authentication failed." The access token is invalid or expired. Generate a fresh token from your Connected App and re-run the import.
"Could not reach Salesforce." The instance URL is wrong, or points to a host AskVault can't reach. Double check it matches your org's actual instance (e.g. https://yourcompany.my.salesforce.com).
"No readable records found." The query returned rows too short to index (under 20 characters), or your token doesn't have read access to the object type you selected.
Import feels stale. There's no automatic sync — re-run the import from Knowledge > Add Source > Salesforce to pick up recent Salesforce edits.
FAQ
Does this work with Salesforce Essentials?
Yes, with some limitations. Essentials limits API calls; AskVault stays under the cap for typical import volumes, but high-volume imports should move to at least Professional edition.
Does AskVault create or update Salesforce records?
No. The integration only reads Knowledge Articles and Cases via SOQL and indexes them in AskVault. It doesn't create Leads or Contacts, update Opportunity stages, or write Tasks/Chatter posts back to Salesforce.
Do I need Salesforce admin access to set this up?
You need enough access to create a Connected App (or another way to mint an API access token) and read access to the objects you want to import. That's typically an admin or a Salesforce developer.
Does this work with Salesforce Marketing Cloud?
No — the integration reads Knowledge Articles and Cases from core Sales/Service Cloud. For Marketing Cloud-specific flows, use the custom_webhook skill.