Configuring a Salesforce plugin - Amazon Q Business
PrerequisitesService access rolesCreating a plugin

Configuring a Salesforce plugin

Salesforce is a customer relationship management (CRM) tool for managing support, sales, and marketing teams that you can use to create cases (tickets) to track issues. If you’re a Salesforce user, you can create an Amazon Q Business plugin to allow your end users to create Salesforce cases from within their web experience chat.

To create a Salesforce plugin, you need configuration information from your Salesforce instance to set up a connection between Amazon Q and Salesforce and allow Amazon Q to perform actions in Salesforce.

For more information on how to use plugins during your web experience chat, see Using plugins.

Prerequisites

Before you configure your Amazon Q Salesforce plugin, you must do the following:

  • Set up a Connected App using the admin role in your Salesforce instance with Client Credentials Flow enabled.

  • As an admin, configure an execution user with scoped permissions for performing actions in Amazon Q. For instructions, see Configure a Connected App for the OAuth 2.0 Client Credentials Flow in the Salesforce documentation.

  • Note your Salesforce Connected App’s consumer key (client_id) and your Salesforce Connected App Consumer secret (client_secret). You will need this Oauth 2.0 authentication information for creating an AWS Secrets Manager secret during the plugin configuration process.

  • Note the Salesforce My Domain URL of your Salesforce organization. For example: https://yourdomain.my.salesforce.com.

Service access roles

To successfully connect Amazon Q to Salesforce, you need to give Amazon Q the following permission to access your Secrets Manager secret to get your Salesforce credentials. Amazon Q assumes this role to access your Salesforce credentials.

The following is the service access IAM role required:

{
    "Version": "2012-10-17",
    "Statement": [{
            "Effect": "Allow",
            "Action": [
                "secretsmanager:GetSecretValue"
            ],
            "Resource": [
                "arn:aws:secretsmanager:{{your-region}}:{{your-account-id}}:secret:[[secret-id]]"
            ]
        }
    ]
}
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If you use the console and choose to create a new IAM role, Amazon Q creates the role for you. If you use the console and choose to use an existing secret, or you use the API, make sure your IAM role contains these permissions.

Creating a plugin

To create a Salesforce plugin for your web experience chat, you can use the AWS Management Console or the CreatePlugin API operation. The following tabs provide a procedure for creating a Salesforce plugin using the console and code examples for the AWS CLI.

Console

To create a Salesforce plugin

  1. Sign in to the AWS Management Console and open the Amazon Q console at https://console.aws.amazon.com/amazonq/business/.

  2. From the Amazon Q console, in Applications, select the name of your application from the list of applications.

  3. From the left navigation menu, choose Enhancements, and then choose Plugins.

  4. For Plugins, choose Add plugin.

  5. For Add plugins, choose Salesforce.

  6. For Salesforce, enter the following information:

    1. Name, for Plugin name – A name for your Amazon Q plugin. The name can include hyphens (-), but not spaces, and can have a maximum of 1,000 alphanumeric characters.

    2. Service access – Choose Create and add a new service role or Use an existing service role. Make sure that your service role has the necessary permissions.

    3. URL – My Domain URL of your Salesforce organization. For example: https://yourdomain.my.salesforce.com

    4. Authentication – Choose Create and add a new secret or Use an existing one. Your secret must contain the following information:

      1. Secret name – A name for your Secrets Manager secret.

      2. Connected app consumer key – The consumer key for your Salesforce connected app.

      3. Connected app consumer secret – The consumer secret for your Salesforce connected app.

  7. Tags – optional – An optional tag to track your plugin.

  8. Choose Save.

AWS CLI

To create a Salesforce plugin


aws qbusiness create-plugin \
--application-id application-id \
--display-name display-name \
--type SALESFORCE \
--server-url //example.my.salesforce.com \
--auth-configuration oAuth2ClientCredentialConfiguration="{secretArn=<secret-arn>,roleArn=<role-arn>}"