Salesforce chatter
Salesforce Chatter is a social collaboration platform for businesses already using Salesforce. It is designed to help employees connect and collaborate. With Chatter, employees can exchange files, share data, and chat. This document describes how to connect IBM watsonx Orchestrate to Salesforce Chatter and use its skills on watsonx Orchestrate.
Connecting to Salesforce Chatter
Connect to the app according to the credential type that you or your team want to use.
If you want to connect the app to the Orchestrate Agent skill set, skill sets from AI assistants, or the Team skill set with Team credentials, refer to Managing app connections.
If you want to connect to the app to the Personal skill set or the Team skill set with Member credentials, refer to Connecting to apps.
Configuring the connection
To connect watsonx Orchestrate to Salesforce Chatter, complete the following steps:
- Click Connect app.
- Specify the Client ID and the Client Secret. For more information, see Retrieving the client ID and client secret.
- Click Connect app.
indicates that the connection was successfully established.Retrieving the client ID and client secret
To get the client ID and client secret, complete the following steps:
- Log in to your Saleforce chatter app portal to create OAuth 2.0 authentication services.
- After the authentication service is created, you can find the client ID and client secret.
- Copy the client ID and client secret to connect to watsonx Orchestrate.
What to do next
After you connect to the app, you can use the Salesforce Chatter skills. For more information see, Using the chat.
To learn about the available skills, see List of prebuilt apps, skills and skill flows.
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