Connect Salesforce and BeforeQuery indexes your Salesforce Knowledge articles, putting your service knowledge base behind every surface the assistant serves. If you also run support in Salesforce, resolved cases can be indexed too.

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Prerequisites

  • A Salesforce org with Salesforce Knowledge enabled and your instance URL (e.g. https://acme.my.salesforce.com).
  • A connected app with OAuth client credentials (Setup → App Manager → New Connected App) — you’ll need its client ID (consumer key) and client secret, with API read access to Knowledge.
  • A BeforeQuery workspace owner role.

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Index Knowledge articles

1

Create a connected app in Salesforce

In Setup → App Manager, create a connected app with OAuth enabled and API scopes that permit reading Knowledge articles. Copy the consumer key (client ID) and consumer secret (client secret).
2

Add the source

In the dashboard, open Project → Sources → Add source and choose Salesforce. Enter the instance URL, client ID, and client secret, then click Add.
3

Verify

After the first sync, published articles appear under Documents. Ask an article-covered question in the Playground to confirm citations point at your knowledge base.

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Resolved cases as knowledge

To learn from solved support cases, connect Salesforce as a workspace-level helpdesk integration (Workspace → Helpdesk Integrations → Salesforce) and add a Resolved Tickets source that references it. The same integration powers copilot drafts and deflection.
Cases contain customer PII — enable PII masking before indexing resolved cases.

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Keeping content in sync

Set a daily schedule so newly published article versions and freshly closed cases are picked up automatically; Sync is available for immediate refreshes.

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Troubleshooting

  • Auth failures? Confirm the connected app is approved for your org, OAuth policies allow client-credential access, and the secret hasn’t been rotated.
  • Articles missing? Only published (not draft/archived) article versions are indexed — check article publication status.