Threadship

Connect Salesforce

Connect your Salesforce org and the agent keeps your shipment records current from mail and documents. It acts as its own Salesforce user, so your Salesforce admin decides exactly what it may read and edit. Setup takes about 20 minutes.

Before you start

WhatWho
A Salesforce edition with API access (Enterprise, Unlimited, Performance, or Professional with API). Essentials and Starter editions can't be connected.—
Salesforce administrator rights, to create the agent's user and appYour Salesforce admin
A Threadship admin accountYour Threadship admin

1. Create a user for the agent

  1. Create a user with the Salesforce Integration licence and assign it the Salesforce API Integration permission set licence. If you have none, use a normal licence with API Enabled, set aside for the agent, with no password.
  2. Create a permission set, Threadship Agent, with read and edit on your shipment object and its fields, read on the records it looks up (e.g. accounts, products), and View All Records on those objects. Assign it to the user.
  3. If your shipment object's sharing setting is Private or Public Read Only, create a public group, Threadship Agent, holding the agent's user, and a sharing rule that shares all shipment records with it for Read/Write. Without it, the agent can read other people's shipments but not update them.
  4. Don't give the user Modify All Data, View All Data, Customize Application, Author Apex or Manage Users. Threadship refuses to connect a user that has them.

2. Create an External Client App

  1. In Setup, open External Client App Manager → New and name it Threadship.
  2. Enable OAuth with the scope api and turn on the client credentials flow. The callback and start URLs are required but not used; any URL will do.
  3. In the app's policies, set Run As to the agent's user and set Permitted Users to Admin approved users are pre-authorized, adding the Threadship Agent permission set.
  4. Copy the Consumer key and Consumer secret, and send them to your Threadship admin through a secure channel, not by plain email.

3. Connect in Threadship

  1. On agent.threadship.ai, open the team's Agent page and choose Connect Salesforce.
  2. Enter your My Domain URL (e.g. https://yourcompany.my.salesforce.com), the Consumer key and the Consumer secret, then choose Test and connect.
  3. Threadship signs in, checks the user's permissions, and shows the user the agent acts as.

What the agent does

It learns how your org is organized, keeps what it learned in the team's memory, and updates your records from mail and documents: the shipment, its related records, and whatever its user may edit. Every change shows in Salesforce as made by the agent's user, and the agent says in the thread what it changed. It never deletes records.

Disconnecting

On the Agent page, choose Disconnect; Salesforce itself is unchanged. In Salesforce, you can also deactivate the agent's user or remove its permission set. Threadship stores the consumer secret encrypted and never shares it. More on our Security page.

Questions: support@threadship.ai