Create an AI connection for Salesforce

  • Release version: Yokohama
  • Updated March 12, 2026
  • 1 minute to read

    • Create an AI connection for Salesforce in AI Control Tower using the  Salesforce connector.

    Before you begin

    Role required: sn_ai_disc.discovery_admin and n_cmdb_int_util.sgc_admin

    Procedure

    1. Navigate to AI Control Tower > Configuration > AI connection.
    2. Select Add.
    3. Select Salesforce from all the available connectors.
    4. Select Create connection.
      Review setup instructions page displays
    5. Verify to follow all the prerequisite steps.
      Setup page appears.
    6. Create and test connection
      1. Enter the Connection Name.
      2. Enter the Connection URL.
      3. Enter the OAuth Client ID.
      4. Enter the OAuth Token URL.
      5. Select Create and test connection.
      6. Select Continue.
    7. Configure import schedule
      1. Verify that both the parent-scheduled jobs, Discovery and Execution are active as they’re shipped inactive.
        Note:
        Verify to execute the Discovery-scheduled job first.
      2. Select Run according to your preference.
      3. To run frequency by demand, select Execute now.
        Note:
        This is an optional step as the schedule imports run according to the schedule.
      4. Select Continue.
      5. Select View all connections to view the newly created connection.

    Result

    The AI connection for Salesforce is created and configured.