Access knowledge from your Salesforce Objects
Account
, Opportunity
)Log into your Salesforce account
Make sure the user is either:
Click your profile avatar, then choose Settings
Go to My Personal Information → Reset My Security Token
Check your email for your new Security Token
You will use:
📌 Use the singular version of the object name (e.g.,
Opportunity
, notOpportunities
)
📌 If no objects are specified, the connector will default toAccount
If you choose to organize by Account
, Hymalaia will:
Contact
in the object listThis allows you to tailor how your Salesforce data is indexed and organized within Hymalaia.
Access knowledge from your Salesforce Objects
Account
, Opportunity
)Log into your Salesforce account
Make sure the user is either:
Click your profile avatar, then choose Settings
Go to My Personal Information → Reset My Security Token
Check your email for your new Security Token
You will use:
📌 Use the singular version of the object name (e.g.,
Opportunity
, notOpportunities
)
📌 If no objects are specified, the connector will default toAccount
If you choose to organize by Account
, Hymalaia will:
Contact
in the object listThis allows you to tailor how your Salesforce data is indexed and organized within Hymalaia.