Salesforce Data Ingestion

Turn your Salesforce Knowledge Base into AI knowledge. Import published articles so your Guru can answer questions based on your existing customer-facing documentation.

Why Ingest Salesforce Data?

Knowledge Base Sync

Import your Salesforce Knowledge articles as AI knowledge sources

SOQL-Powered Selection

Use SOQL WHERE clauses to import specific articles

Images Included

Embedded and attached images are indexed too

Auto-Sync

Backfill jobs automatically import new articles on a schedule

What Gets Indexed

Content Type	What’s Included
Articles	Full article content from Knowledge Base
Images	Embedded images and attached files
Metadata	Title, summary, language, publish status

Self-hosted: This integration is in beta for selected users. Cloud: Available to all users.

Setup

Get Salesforce Security Token

Go to your Salesforce security token settings:

https://{your-subdomain}.lightning.force.com/lightning/settings/personal/ResetApiToken/home

Click Reset Security Token
Check your email for the new security token

Navigate to Salesforce Integration

Go to Gurubase Dashboard → Select your Guru → Integrations → Ingestions → Salesforce

Connect Your Salesforce

Fill in the connection details:

Field	Value
Username	Your Salesforce username
Password	Your Salesforce password
Security Token	The token from your email

After connecting:

Adding Salesforce Content

After connecting, you can import articles in two ways:

Option 1: Add Individual Articles

Best for importing specific articles by URL or SOQL filter.

Setting	Description
URLs	Enter article URLs, one per line
SOQL WHERE Clause	Filter articles with SOQL criteria

Option 2: Create Backfill Job

Best for bulk imports and automatic ongoing sync.

Setting	Description
SOQL WHERE Clause	Query to select which articles to import
Sync Interval	How often to check for new articles (minimum 1 hour)
Sync Now	Manually trigger an immediate sync

Example SOQL WHERE Clauses

-- Only published articles
PublishStatus = 'Online'

-- English articles only
Language = 'en_US'

-- Recently modified articles
LastModifiedDate >= 2024-01-01T00:00:00Z

-- Articles with specific keywords in title
Title LIKE '%API%'

-- Combined filters
PublishStatus = 'Online' AND Language = 'en_US'

Use backfill jobs with PublishStatus = 'Online' to automatically sync all published articles.

Knowledge Base Requirements

Gurubase queries the Knowledge__kav table with these fields:

Field	Description
`Id`	Unique article identifier
`Title`	Article title
`Summary`	Article summary
`LastModifiedDate`	Last modification date
`UrlName`	URL-friendly name
`PublishStatus`	Publication status
`Language`	Article language
`ArticleBody__c`	Main article content

If your Knowledge Base uses custom field names, contact us for assistance with custom field mapping.

Viewing Indexed Content

Imported articles appear as individual sources in your Guru’s data sources list. You can:

View the exact content that was indexed
Remove specific articles
Check when content was last synced

Next Steps

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Import Zendesk tickets and articles

Confluence Ingestion

Import Confluence pages

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Deploy Gurubase in Slack

Data Sources

Add more knowledge sources

Get Started

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