Easier Way to Select All Objects in Salesforce Integration? | Dust Community

Easier Way to Select All Objects in Salesforce Integration?

For the Salesforce integration - it’s bit hassle to manually select all the objects 1 by 1 as data source. Is there anyway to ‘Select All’ objects?

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18 comments

Daphné
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Hi Jay Zhao, we actually are in the process of removing this Connection to replace it by a new Saleforce tool, which removes this hassle. You can find the documentation here: https://docs.dust.tt/docs/salesforce
Jay Zhao
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Got it thank you Daphné - Ive imagine some huge enterprise orgs with 1k+ objects would complain having to manually select all the objects individually. Looking forward to the new updates that’s in for Salesforce and if there’s a place for me to subscribe to the latest, please kindly share!
Daphné
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Yes it was definitely an issue, the new tool is much more easy to use it's only a couple of clicks to associate to an agent.
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Daphné
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We don't have a channel to share only Salesforce related updates but we share Product Updates regularly on our Linkedin account/our Blog, or if you want to see everything we publish all updates on https://docs.dust.tt/changelog 🙏🏻
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Daphné
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Could you let me know when I can remove the previous Salesforce Connection on your workspace? 🙏🏻 We will deprecate it soon and I need to clean it up in all the workspaces so once you switched to the tool I can take care of removing it 🙇🏻‍♀️
Jay Zhao
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I think our org is connected via the new connection. It was done precisely directed by the documentation shared. Is it showing old connection somehow?
Daphné
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Yes the new Tool is in Spaces > Tools and the former Connection is in Spaces > Connections
Daphné
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(It’s a bit confusing sorry about that 😅 )
Jay Zhao
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Yeah - I believe i’ve already done it that way. Confirming there are no more tools available for the space!
Daphné
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It seems that your Salesforce agent is still using the former Connection and not the tool. 🙏🏻 On your agent the tool is now attach with this:
Daphné
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We will no longer use the Salesforce that you see when you click on "Add Knowledge" > "Query Tables" > "Salesforce"
Jay Zhao
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Yeah very weird, perhaps my account isn’t within the scope to have access to the new tool? I have elevated permission, but Salesforce isn’t available to me as a tool within the agent itself
Daphné
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OK let's debug this together 🙏🏻 If you go there on the Tool menu you see the tool right?
Jay Zhao
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I see the preview. Re-adding it per steps outlined now
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Daphné
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If the answer is yes, you can then click on "Company Space" > Tool to add the tool to the open Company Space
Daphné
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(thanks for answering so quickly 🙏🏻 )
Jay Zhao
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Haha yeah sorry - Was already working inside Dust for other items
Jay Zhao
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Got it Daphné! Thanks again!
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