Configuring Salesforce as an organizational data source

Configuring Salesforce as a data source for ZoomMate provides a streamlined way for your organization to manage knowledge from your Salesforce instance while respecting existing content access settings. By connecting Salesforce, users can enhance their ZoomMate experience by giving it direct access to your organizational knowledge base.

Learn more about configuring third-party data sources in AI Studio.

Requirements for configuring Salesforce as an organizational data source

• Account owner or admin privileges
• Show conversational AI Companion enabled
• An active Salesforce account with API access enabled
• Relevant permissions in Salesforce to access Knowledge Articles

How to connect Salesforce as a data source

1. Sign in to the Zoom web portal.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Product configuration.
4. Click AI Studio, then Integrations.
5. Locate the Salesforce card and click + Connect.
   You will be redirected to Salesforce to authorize the connection. 
6. Log in with your Salesforce credentials, then click Allow to grant the required permissions.

How to configure Sync settings

Once connected, you can manage how data is pulled from Salesforce into the platform and define specific rules to control which content is indexed.

1. On the Salesforce Data Source page, scroll down to Sync settings.
2. Next to Inclusion rules, click the dropdown arrow.
3. Under Knowledge bases, click the dropdown arrow and select the desired knowledge bases to sync.
   Note: If set to All, all accessible content will sync by default.
4. Next to Exclusion rules, click the dropdown arrow.
5. Under Knowledge bases, click the dropdown arrow and select the desired knowledge bases you do not want to sync.
   Note: Exclusion rules take priority over inclusion rules.
6. Click Save to apply your rules.

• If no inclusion rules are set, all accessible content will sync by default.
• Currently, only published content is synced; draft and archived content are excluded by default.

How to configure Content access and Account mapping

To maintain the security of your knowledge base, you must map user identities between Zoom and Salesforce. This process ensures that users can access only the content they are authorized to view in Salesforce.

1. Under the Content access section, locate Account mapping.
2. Click Set up mapping.
3. Review the mapping configuration, then click Save.
   The Progress indicator will display the status of linked accounts (e.g., Progress (47/2596)).

Important notes about mapping

• Processing Time: Account mapping can take a long time, depending on the number of users; please remain on the page or check back later until the process completes.
• Partial Mapping: Not all accounts will necessarily be mapped. If a Zoom user does not have a corresponding identity or access to the specific app in Salesforce, they will not be included in the mapping.
• Security of Knowledge: Zoom uses these mapped identities to access content on behalf of the user, adhering to Salesforce's existing permission structures.

How to monitor sync status

The Salesforce integration provides real-time visibility into the health of your data connection. The Status card displays:

• Status: Shows the current state of the sync (e.g., Completed, In Progress, or Failed).
• Synced items: The total count of items successfully imported from Salesforce.
• Anomalous items: A count of items that failed to sync due to errors or formatting issues.
• Last updated: A timestamp showing exactly when the last data refresh occurred.

How to disconnect Salesforce as a data source

To remove the integration from your Zoom account:

1. Sign in to the Zoom web portal.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Product configuration.
4. Click AI Studio, then Integrations.
5. Under the Connected section, locate the Salesforce card, and click the ellipsis icon to the right of the Salesforce application.
6. Click Delete.
7. Click Delete to confirm.

Disconnecting the integration will remove Zoom's access to your content and stop all data synchronization. This action cannot be undone, but you can reconnect the integration at any time.

Data security

The Salesforce Data Source integration is designed with security as a priority:

• Respects Permissions: The integration honors Salesforce’s internal content access settings. The AI will only leverage data that it has been granted permission to access.
• Secure Data Handling: Data is handled according to enterprise-grade security standards to protect your proprietary information while enhancing ZoomMate's knowledge context.