Connecting Salesforce

Step-by-step guide to connecting Salesforce Service Cloud

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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. The package is listed on the Salesforce AppExchange and can be installed directly using the links below:

Environment	Install Link
Production	Install Package
Sandbox	Install Package

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.

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

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Questions? Contact [e-mail] | app.kosmoslabs.ai

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