This section describes how to configure Syntelate XA to connect to Salesforce. Syntelate XA has a built-in web API for Salesforce. To use your Salesforce data in Syntelate XA, you need to:

  1. Edit the settings of the Syntelate XA web API for Salesforce.

  2. Edit your Syntelate XA universe.

  3. Edit your Syntelate XA Agent Desktop.

You edit the web API's configuration settings so that it connects to your Salesforce API. When you have established the connection between the two APIs, you need to configure your Syntelate XA universe so that it knows which database tables and fields in Salesforce to retrieve data from and write data to. And when you've completed that task, you need to edit your Syntelate XA Agent Desktop so that agents can see and edit data in Salesforce.

Agent Experience

When agents are handling a customer interaction on their Syntelate XA Agent Desktop, they will see any customer data that exists in Salesforce and which you have configured access to in your Syntelate XA Universe.

If no customer data exists for that customer yet, the agent can capture details using the agent desktop, which will save the data to your Salesforce database.

In other words, the Syntelate XA Agent Desktop acts as an interface between an agent and your Salesforce instance.

Supervisor Experience

Supervisors and system administrators can use Designer to specify which database tables and fields in Salesforce should be displayed on the agent desktop.


Before you get started, you need to have the following:

  • A Syntelate XA Designer account.

  • A Salesforce API account. From there, you need to get the following details:

    • The absolute URL of your Salesforce instance.

    • Salesforce Client ID.

    • Salesforce Client Secret.

You need those details when you're configuring Syntelate XA to connect to your Salesforce instance. If you need assistance finding those API details, we recommend you refer to the Salesforce REST API Developer Guide.

What Next?

Your first step is to follow the instructions given in Configuring the Web API.