Enable Worknet to Salesforce connection

You should get an invitation to the Worknet Admin UI. 

1. Establish the connection

Use the Connection tab at the bottom left to navigate to the connections page.

Click the Add new button. 

Click the Salesforce option

Click next and then update the New Salesforce connection form.

The subdomain is the prefix of the complete URL.

In this example https://worknet2-dev-ed.lightning.force.com/lightning/setup/SetupOneHome/home

it is only worknet2-dev-ed

You'd need to allow access to Worknet to your Salesforce system 

When approved you'll see this 

2. Set up the Salesforce app

Navigate to the Apps section

Click in the Add new button at the top right corner

Click in the Salesforce app

There are 5 mandatory fields:

1. Name

2. Domain

3. Connection – Use the picklist to select the connection you just established.

4. System Prompt – Enter a system prompt that describes your company. We will assist you with this.

5. AMA Action – Select an action to be used for "Ask Me Anything" (AMA). The default action will be available, so you only need to choose it.

6. Optional – Select additional actions.

Now save. This should be sufficient to complete an initial test on the Salesforce side.

Optional. Click the Users tab.

Define the behavior of the Worknet widget:

1. You can display conversation history related to the case by enabling support grouping.

2. You can allow users to choose not to share their comments in the conversation history.