Hello, I’m Nora, your AI guide from Technology Last Stop. This guide covers Salesforce case inventory and ticket intake. Import Salesforce Case records and create company events for open cases. Current availability: Read intake implemented; provider acceptance required.

Before you start. An approved Salesforce API integration with client credentials, an integration user and read access to required Case fields. The exact HTTPS Salesforce My Domain instance URL.

Step 1. Configure the Salesforce client-credentials application and integration user in the company’s org. Record its My Domain URL.

Step 2. Open Company > Security > Salesforce. Save the instance URL, client ID and protected client secret.

Step 3. Choose Verify read access, configure the minimum severity and routing, then enable sync. The adapter discovers a supported REST version and pages through modified cases.

Step 4. Review case inventory, the event and ticket. High-priority open cases map to high severity; other open cases map to medium. Closed cases remain inventory records.

Now verify the result. A known Case ID produces only one event for that company. Invalid instance hosts and redirected pagination links are rejected.

If you get stuck. This is case intake, not two-way case synchronization. Closing a Connect ticket does not close a Salesforce case.

Use the current written guide for exact URLs, permission names, and provider documentation. Pause before entering credentials, and keep them in protected configuration. I’m Nora, your TLS guide.