Prerequisites for connecting Amazon Q Business to Salesforce Online - Amazon Q Business

Prerequisites for connecting Amazon Q Business to Salesforce Online

Before you begin, make sure that you have completed the following prerequisites.

In Salesforce, make sure you have:

  • Copied the Salesforce security token associated with the account that's used to connect to Salesforce.

  • Created a Salesforce Connected App account with OAuth activated and have copied the consumer key (client ID) and consumer secret (client secret) assigned to your Salesforce Connected App. For more information, see Salesforce documentation on Connected Apps on the Salesforce website.

  • Copied the URL of the Salesforce instance that you want to index. Typically, this is https://<company>.salesforce.com/. The server must be running a Salesforce connected app.

In your AWS account, make sure you have:

  • Created a Amazon Q Business application.

  • Created a Amazon Q Business retriever and added an index.

  • Created an IAM role for your data source and, if using the Amazon Q API, noted the ARN of the IAM role.

  • Stored your Salesforce Online authentication credentials in an AWS Secrets Manager secret and, if using the Amazon Q API, noted the ARN of the secret.

    Note

    If you’re a console user, you can create the IAM role and Secrets Manager secret as part of configuring your Amazon Q application on the console.

For a list of things to consider while configuring your data source, see Data source connector configuration best practices.