> ## Documentation Index
> Fetch the complete documentation index at: https://hyma.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Connector

> Access knowledge from your Salesforce Objects

### How it works

* Indexes documents from your Salesforce instance
* Organized around the **Salesforce Objects** you indicate (e.g., `Account`, `Opportunity`)
* Includes data from related child objects (e.g., Contacts, Notes)

***

### Setting up

#### Authorization

1. Log into your **Salesforce** account

2. Make sure the user is either:
   * An **organization member**, or
   * Has **admin access** to the data you want to index

3. Click your **profile avatar**, then choose **Settings**

4. Go to **My Personal Information → Reset My Security Token**

5. Check your email for your **new Security Token**

6. You will use:
   * Your **Salesforce Username**
   * Your **Password**
   * The **Security Token**

***

### Indexing

1. Navigate to the **Admin Dashboard**
2. Select the **Salesforce Connector** tile
3. Provide the following:
   * **Username**
   * **Password**
   * **Security Token**
4. Indicate the **Salesforce Object(s)** you want to index

> 📌 Use the **singular** version of the object name (e.g., `Opportunity`, not `Opportunities`)\
> 📌 If no objects are specified, the connector will **default to `Account`**

***

### An Example

If you choose to organize by `Account`, Hymalaia will:

* Create one document per **Account**
* Attach to each document all related data:
  * Including children objects like **Contacts**, **Notes**, etc.
* For Contacts that are not attached to any Account, you must **explicitly include `Contact`** in the object list

***

This allows you to tailor how your Salesforce data is indexed and organized within Hymalaia.