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Setting up Salesforce and Salesforce Service Cloud as a Source

Connecting Salesforce or Salesforce Service Cloud as a Source in Guru allows teams to seamlessly bring critical customer and sales information into their knowledge workflows. This article explains how to set up each one.

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Access Required

Guru Access: You need to be an Admin in Guru to set up Sources.

Salesforce Access: you will need API Access, which is available in the following editions per Salesforce Help Page:

  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition
  • A valid Salesforce User with API Access enabled can be used to access the API, per the Salesforce Developer site

Setting Up Salesforce as a Source

  1. Navigate to Manage > Sources.
  2. Select Salesforce from the icon menu.
  3. Select Authorize Access.
    1. Optional: Rename the Source
  4. If you'd like to use your credentials to complete the process, select "Use my credentials (recommended)."
    1. Click *Next.
    2. *Enter your subdomain in the linking flow.and click Next.
      Log in to your Salesforce account and note your subdomain.
      1. For example, if you sign in at acme.service-now.com, enter acme.
    3. Enter your Salesforce credentials. Provide your username and password that you use to log into Salesforce.
    4. Follow the prompts to complete the setup.
  5. If you'd like to use a security token to organization ID to complete the process, select Salesforce Security token and Organization ID
    1. Click Next.
    2. To find or reset your Security Token:
      • From your personal settings, enter Reset in the Quick Find box.
      • Select Reset My Security Token, then click Reset Security Token.
      • Your new token will be sent to the email address listed in your Salesforce personal settings.
    3. To locate your Organization ID:
      • In Classic: Go to Setup > Administer > Company Profile > Company Information.
      • In Lightning: Click the Gear icon > Setup > Company Settings > Company Information.
      • Enter both values in the linking flow when prompted.
    4. Follow the prompts to complete the setup.

Objects Synced

OpportunitiesAccountsUsersNotesStagesTasks
Account
Amount
Close Date
Description
Last Activity Timestamp
Name
Owner
Remote Created Timestamp
Stage
Status		Addresses
Description
Industry
Last Activity Timestamp
Name
Number Of Employees
Owner
Phone Numbers
Remote Created Timestamp
Remote Updated Timestamp
Website
Address Address Type
Address City
Address Country
Address Postal Code
Address State
Address Street 1
Phone Number
Phone Number Type		Email
Is Active
Name		Account
Content
Opportunity
Owner
Remote Created Timestamp
Remote Updated Timestamp		NameAccount
Completed Date
Content
Due Date
Opportunity
Owner
Status
Subject
Next

Setting Up Salesforce Service Cloud as a Source

  1. Navigate to Manage > Sources.
  2. Select Salesforce from the icon menu.
  3. Select Authorize Access.
    1. Optional: Rename the Source
  4. Click Next.
  5. Under Ticket modified at > Is greater than or equal to, set the sync to begin from your chosen date.
    1. You have the option to add additional filters, as well, by clicking +Filter.
  6. Click Next.
  7. Enter your page domain and click Next.
    1. For example, if you sign in at https://mydomain.lightning.force.com..., enter mydomain.
  8. Enter your Salesforce credentials. Provide your username and password that you use to log into Salesforce.
  9. Follow the prompts to complete the setup.

Objects Synced

TicketsCommentsAccountsUsersCollections
Account
Assignees
Collections
Completed Timestamp
Creator
Description
Name
Parent Ticket
Priority
Remote Created Timestamp
Remote Updated Timestamp
Status
Ticket Type
Ticket URL		Body
Remote Created Timestamp
Ticket
User		Name
Domains		Avatar
Email Address
Is Active
Name		Collection Type
Description
Parent Collection

Updated 1 day ago