Salesforce Business Query AI Agent > Using the Salesforce Business Query AI Agent recipe > Step 3. Configure the Salesforce tool connection
  

Step 3. Configure the Salesforce tool connection

Use the Salesforce tool to perform queries on available data in Salesforce. Configure the grant type, user credentials or organization URL, client ID, and client secret to access the Salesforce database.
  1. 1Open the Salesforce_Query_Tool tool connection.
  2. 2In the Connection Details, enter values for the following properties:
  3. Property
    Description
    Grant Type
    OAuth 2.0 authentication method the client uses to request access tokens from an authorization server. You can select one of the following grant types:
    • - Password. The client uses the user's user name and password to request a token directly. This method is less secure and should only be used with trusted clients.
    • - Client Credentials. The client authenticates directly with the client ID and secret to get a token. Used for server-to-server communication with no user involvement.
    Username
    For Grant Types of Password, this is the Salesforce account user name.
    Password
    For Grant Types of Password, this is the password for the Salesforce account.
    Organization URL
    For Grant Types of Client Credentials, this is the base URL of the Salesforce organization to which the tool connects to access resources.
    The following examples show typical URLs:
    • - For production or developer instances:
    • https://api.salesforce.com
    • - For sandbox or testing instances:
    • https://test.salesforce.com
    • - If your Salesforce organization uses a custom domain, it could resemble the following URL:
    • https://yourcompany.my.salesforce.com
    Client ID
    Identifier for the connected app in Salesforce, used for OAuth authentication.
    Client Secret
    Secret key paired with the client ID to authenticate the connected app.
    The client secret is typically a long, random string of characters generated when registering the client app with the authorization server.
  4. 3Save the connection.