What Salesforce content can AskVault index?

Published Salesforce Knowledge Articles (PublishStatus = Online) and Case records (case number, subject, description), pulled via SOQL through the Salesforce REST API. Whatever your access token has read access to is what gets imported.

Does AskVault create Salesforce leads or contacts from chat?

No. The Salesforce integration is a read-only knowledge-import connector — it doesn't write Leads, Contacts, or any other record back to Salesforce. Lead capture from chat (the collect_lead skill) is a separate feature that isn't wired to push into Salesforce.

What Salesforce edition is required for the AskVault integration?

Salesforce Enterprise or higher for full API access; Professional Edition requires the API access add-on. On the AskVault side, the integration is gated to the Enterprise plan.

Salesforce integration use cases

Written by Joseph Russo, Principal Architect, Networks and Tech, AskVault · Reviewed by Allison Chan

Last updated: June 18, 2026 5 min read

1. Knowledge Article support bot

Published Salesforce Knowledge Articles become searchable, cited answers:

Generate an access token from a Salesforce Connected App with read access to Knowledge.
Import via Object Type = Knowledge. See Salesforce setup.
Bot answers from Articles, citing the source record.
Article suggestions to agents during ticket review, if you also index into a Help Desk workspace.

Useful when your support content already lives in Salesforce Knowledge instead of a separate docs tool.

2. Case-history troubleshooting reference

Past Case descriptions and resolutions are a record of problems already solved:

Import via Object Type = Case. Pulls the most recently modified Cases first, up to your Max Records setting.
Bot matches new questions against past Case descriptions the same way it matches any other indexed content.
Useful for recurring issues — "has this error happened before?" style questions.

This is a static snapshot, not a live per-case lookup: re-run the import to refresh it with newer Cases.

What this integration does not do (yet)

To set expectations correctly:

No lead or contact creation. The collect_lead skill captures leads inside AskVault; it isn't wired to create Salesforce Leads or Contacts.
No live record lookups. The bot can't look up a specific visitor's Account, Opportunity, or open Case at chat time — only the Knowledge Articles and Cases you've imported as static documents.
No outbound webhooks from Salesforce. AskVault doesn't listen for Salesforce Outbound Messages or platform events.
No custom-object field mapping. Object types beyond Knowledge and Case can technically be queried, but only their Id and Name fields come through — there's no UI for mapping additional fields.

If your use case depends on any of these, the custom_webhook skill is the way to bridge to your own Salesforce-connected backend today.

Setup

About 10 minutes:

Create a Salesforce Connected App (or another way to mint an API access token) with read access to the objects you want to import.
Open Knowledge > Add Source > Salesforce in AskVault. See Salesforce setup.
Enter your instance URL and access token.
Choose Object Type (Knowledge or Case) and Max Records (1–500).
Click Import.

Plan considerations

Free, Starter, Growth, Business. No Salesforce integration.
Enterprise. Full read-only Knowledge Article and Case import. Enterprise

Privacy

What AskVault reads from Salesforce:

Knowledge Articles — title, summary, article body.
Cases — case number, subject, description.

What AskVault sends to Salesforce: nothing. The integration only issues read (SELECT) queries.

Limits

Records per import. 1–500, set via Max Records.
Object types. Knowledge and Case are fully supported; other object names return only Id and Name.
Salesforce API calls. Governed by your org's Salesforce edition and rate limits.

Common pitfalls

API limit hit. Salesforce's daily API limit for your org/edition. Audit usage or upgrade your Salesforce edition if needed.

Knowledge Articles missing. Your access token's user doesn't have read access to Knowledge, or the articles aren't published (PublishStatus = Online).

Import returns nothing. Your access token doesn't have read access to the object type you selected, or the matching records are too short to index.

FAQ

Does this work with Salesforce Service Cloud?

Yes — Case import reads Service Cloud Case records.

Can I sync Opportunities or Leads from chat into Salesforce?

Not today. This integration is read-only in the Salesforce direction; nothing AskVault captures gets written back. For that, bridge through the custom_webhook skill to your own Salesforce-connected backend.

Is there a live per-visitor lookup, like "what's my case status"?

Not yet. The bot answers from the Knowledge Articles and Cases you've imported as static documents, not from a live query against a specific visitor's records.

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