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
- A credential type must be set for apps that are a part of team skill sets and AI assistants. Skill-based actions in AI assistants support only shared credentials.
- If a credential type of an app is not specified, an error message is displayed when users attempt to run the skills of the app. To resolve the error, an admin must set the credential type for the app. For more information, see Managing connections.
An app can be connected either through the skill catalog or through the watsonx Orchestrate chat. Use the method that suits you to connect to an app.
Connect to the app through the skill catalog when you add that skill to your skill set:
- On the watsonx Orchestrate chat page, click Add skills from the catalog.
- Search and click the app tile.
- Click Connect app.
- Configure the connection. For more information, see Configuring the connection.
- Click Connect app.
Otherwise, connect to that app through the watsonx Orchestrate chat when you use the skill:
- Open the watsonx Orchestrate chat.
- On the chat, start the skill.
- Click Connect app.
- Configure the connection. For more information, see Configuring the connection.
- Click Connect app.
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.
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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