Admins connect a Salesforce integration user to initialize the connection of Endgame with Salesforce during onboarding.An admin can change the integration user on the integration settings page if needed.
Salesforce requires an approval process for Connected Apps, which needs to be completed before Endgame can receive data.After going through the initial OAuth handshake, navigate to Setup -> Connected Apps -> Connected Apps OAuth Usage and click Install next to the EndgameLabs2 app.
If you encounter an OAUTH_APPROVAL_ERROR_GENERIC error while signing in to Endgame, check the following:Connected App Approval - The EndgameLabs2 Salesforce Connected App must be approved in Salesforce before users can log in.Users - Check the Permitted Users setting under Apps -> Connected Apps -> Manage Connected Apps -> EndgameLabs2 in Salesforce. Permitted Users has two options:
All users may self-authorize - all users will be able to access Endgame without pre-approval in Salesforce.
Admin approved users are pre-authorized - individual users will need to be assigned a profile or permission set that grants them access to the app.
Integration User - The integration user must have the Approve Uninstalled Connected Apps permission to connect and for the EndgameLabs2 app to show up in Salesforce.
Endgame accesses data using the Bulk API 2.0 APIs, so the initial connection can be done with a dedicated API Integration user. In Salesforce user creation, select:
Endgame leverages the Bulk API 2.0 to fetch data from Salesforce on an hourly basis—which means integration is generally immaterial when it comes to API limits. We ingest the objects outlined below by default—but it’s also possible to explicitly define additional objects as needed. After the initial sync, we constrain subsequent requests to records that have been updated (as determined by SystemModStamp).Endgame polls for the query job to complete with incremental backoffs starting at every one minute and going up to ten minutes between job completion poll attempts.Endgame also downloads the results using a page size of 25,000, downloading those pages in parallel.Data from Salesforce is fetched using the credentials of the first user to log into Endgame. If needed, these credentials can be updated to a different user by sending a request to support@endgame.io.
Only accounts the integration user has permission to access in Salesforce will
be run through any AI systems. The integration user is the one you first log
in with after consultation with Endgame. The user can be updated by going to
the integration
page, hovering over
the Connect button in the top right corner and clicking Reconnect.
Endgame adds the standard fields on Required Objects by default to the context graph, and while custom fields are also ingested as part of the integration, Endgame does not automatically reference all custom fields as Salesforce instances often have hundreds of fields and only a handful that truly matter to help users deeply understand their accounts.Endgame enables administrators to designate specific custom fields on our core required objects (Account, Opportunity, User, Contact) for Endgame to add to the context graph.To configure your Important (custom) fields:
Click on configure on a core object in the Required Objects list.
Required object configuration
3
Mark select fields as important
Search for the fields you want Endgame to include in responses, use the checkbox to select them, then click Save Changes. Your change request will be submitted to Endgame and you will be notified once your fields have been added.
Configure object fields modal
You can select up to 50 fields per object. Standard fields along with custom fields that are populated on 1 or fewer records are omitted from the list.
You can add additional Standard Objects to the Endgame context graph by toggling them on under Additional Standard Objects. Your change request will be submitted to Endgame and you will be notified once your objects have been added.
Additional Salesforce objects
You can add additional Custom Objects to the Endgame context graph by toggling them on under Custom Objects. Changes are made automatically and can take up to 2 hours to take effect.
Salesforce custom objects
Assistant
Responses are generated using AI and may contain mistakes.
