# Connecting Salesforce

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This guide walks you through connecting Salesforce Service Cloud to Kosmos.

### Prerequisites

* Salesforce org with Service Cloud enabled
* Kosmos managed package installed in your Salesforce org
* `Kosmos Salesforce Connector Access` permission set assigned to the connecting user

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### Step 1: Install the Managed Package

Install the Kosmos managed package in your Salesforce org before connecting:

| Environment    | Install Link                                                                                         |
| -------------- | ---------------------------------------------------------------------------------------------------- |
| **Production** | [Install Package](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tg500000051GPAAY) |
| **Sandbox**    | [Install Package](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tg500000051GPAAY)  |

During installation:

1. Select **Install for Admins Only**
2. After installation completes, navigate to **Setup → Permission Sets**
3. Assign the `Kosmos Salesforce Connector Access` permission set to the user who will authorize the connection

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### Step 2: Connect Salesforce to Kosmos

1. In Kosmos, navigate to **Settings → Integrations**
2. If Salesforce Service Cloud shows as connected, click **Disconnect** first
   * When prompted, select **Disconnect** or **Disconnect and Delete Data**
3. Click **Connect Integration** on the Salesforce Service Cloud card
4. Select your environment:
   * **Production** — Your live Salesforce org
   * **Sandbox** — For testing before production
   * **Custom Domain** — If your org uses a custom Salesforce domain
5. Click **Continue to Salesforce**
6. Log in with your Salesforce credentials
7. Click **Allow** to grant Kosmos read-only access

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### Step 3: Configure Field Mapping

After connecting, Kosmos displays the field mapping screen.

* **Default mapping** works for most standard configurations
* To map a custom field:
  1. Select the Salesforce field from the dropdown
  2. Map it to the corresponding Kosmos field (e.g., map **Account ID** to **Account/Contact**)
* Click **Save Mapping** when complete

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### Step 4: Configure Sync Settings

1. Enable **Automatic Sync**
2. Set **Sync Frequency** to your preferred interval (recommended: **6 Hours**)
3. Select all **6 signal type checkboxes**
4. Select **All** in each of the two picklists
5. Click **Save Settings**

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### Step 5: Verify the Connection

Once saved, Kosmos begins syncing Case Signals from your Salesforce org.

Navigate to the **Signals** tab to confirm Case Signals are flowing in from your connected org.

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### Revoking Access

**From Kosmos:** Settings → Integrations → Salesforce → Disconnect

**From Salesforce:** Setup → Connected Apps OAuth Usage → Kosmos → Block or Revoke

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### Data Access

For details on what Kosmos reads from Salesforce (Cases, CaseComments, CaseHistory, Incidents), see [Integration Permissions](https://docs.kosmoslabs.ai/integration-permissions#salesforce-service-cloud).

All access is **read-only**. Kosmos never creates, updates, or deletes any records in your Salesforce org.

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**Questions?** Contact <support@kosmoslabs.ai> | [app.kosmoslabs.ai](https://app.kosmoslabs.ai/)

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