Create AI connection for Salesforce

Use the AI Service Graph Connector for Salesforce plugin to create AI connections to discover AI assets such as AI systems, models, prompts, and tools as well as usage data for these AI agents within your ServiceNow AI Control Tower. This usage information is consumed by the AI Control Tower value dashboard.

시작하기 전에

Role required: sn_ai_disc.discovery_admin and n_cmdb_int_util.sgc_admin

프로시저

1. Navigate to AI Control Tower > Configuration > AI connection.
2. Select Add.
3. Select Salesforce from all the available connectors.
4. Click Create connection.
   Review setup instructions page displays
5. Verify to follow all the prerequisite steps.
   Setup page appears.
6. Create and test connection
   1. Enter the Connection Name.
   2. Enter the Connection URL.
   3. Enter the OAuth Client ID.
   4. Enter the OAuth Token URL.
   5. Click Create and test connection.
   6. Click Continue.
7. Configure import schedule
   1. Ensure that both the parent-scheduled jobs, Discovery and Execution are active as they’re shipped out of the box inactive.
      주:

      Ensure to execute the Discovery-scheduled job first.
   2. Select Run according to your preference.
   3. To run frequency by demand, select Execute now.
      주:

      This is an optional step as the schedule imports run according to the schedule.
   4. Click Continue.
   5. Click View all connections to view the newly created connection.

결과

AI Connection is created for Salesforce.