diff --git a/docs/ar/enterprise/integrations/salesforce.mdx b/docs/ar/enterprise/integrations/salesforce.mdx index 4e7dc060d..3807a27ea 100644 --- a/docs/ar/enterprise/integrations/salesforce.mdx +++ b/docs/ar/enterprise/integrations/salesforce.mdx @@ -17,15 +17,62 @@ mode: "wide" - حساب Salesforce بالصلاحيات المناسبة - ربط حساب Salesforce الخاص بك عبر [صفحة التكاملات](https://app.crewai.com/integrations) + + يتطلب Salesforce **تثبيتًا واحدًا يقوم به مسؤول النظام (admin)** لحزمة + CrewAI في مؤسستك قبل أن يتمكن أي مستخدم من الاتصال. هذا متطلب من منصة + Salesforce لجميع التكاملات المعتمدة على ExternalClientApp اعتبارًا من + إصدار Spring '26 — وليس خطوة خاصة بـ CrewAI. تدليلك خطوة Connect + Salesforce في CrewAI AMP خلال هذه العملية عند المحاولة الأولى. + + ## إعداد تكامل Salesforce ### 1. ربط حساب Salesforce الخاص بك -1. انتقل إلى [تكاملات CrewAI AMP](https://app.crewai.com/crewai_plus/connectors) -2. ابحث عن **Salesforce** في قسم تكاملات المصادقة -3. انقر على **Connect** وأكمل عملية OAuth -4. امنح الصلاحيات اللازمة لإدارة CRM والمبيعات -5. انسخ رمز المؤسسة من [إعدادات التكامل](https://app.crewai.com/crewai_plus/settings/integrations) +1. انتقل إلى [تكاملات CrewAI AMP](https://app.crewai.com/crewai_plus/unified_tools). +2. ابحث عن **Salesforce** في قسم تكاملات المصادقة. +3. انقر على **Connect**. + +ما يحدث بعد ذلك يعتمد على ما إذا كان مسؤول Salesforce في مؤسستك قد ثبّت +حزمة CrewAI بالفعل: + +- **الحزمة مثبتة بالفعل:** سيتم نقلك مباشرة إلى شاشة موافقة OAuth في + Salesforce — اعتمدها وسيكتمل الاتصال. +- **الحزمة غير مثبتة بعد:** سترى صفحة **Install CrewAI in Salesforce**. + اتبع خطوات التثبيت لمرة واحدة أدناه، ثم عُد إلى CrewAI AMP وانقر على + **Connect** مرة أخرى. + +4. امنح الصلاحيات اللازمة لإدارة CRM والمبيعات. +5. انسخ رمز المؤسسة من [إعدادات التكامل](https://app.crewai.com/crewai_plus/settings/integrations). + +#### تثبيت لمرة واحدة بواسطة المسؤول (مسؤول Salesforce فقط) + +عند أول نقرة على **Connect Salesforce** من أي مستخدم في مؤسستك، تقوم CrewAI +بإعادة توجيهك إلى صفحة تثبيت تُشير إلى حزمة CrewAI المُدارة. يحتاج مسؤول +Salesforce إلى تثبيتها مرة واحدة فقط لكامل المؤسسة. + +1. في صفحة التثبيت داخل CrewAI، انقر على **Install in Salesforce**. (يمكنك + أيضًا مشاركة عنوان URL لتلك الصفحة مع المسؤول — رابط التثبيت يعمل لأي + شخص يفتحه.) +2. سجّل الدخول إلى Salesforce بصلاحيات مسؤول. لبيئات Sandbox، استبدل + `login.salesforce.com` بـ `test.salesforce.com` في الرابط قبل فتحه. +3. اختر **Install for All Users**، ووافق على إشعار تطبيقات الجهات + الخارجية، ثم انقر **Install**. +4. من Setup في Salesforce، ابحث عن **External Client App Manager** ← + **CrewAI App** ← افتح علامة التبويب **Policies** ← **Edit**، واضبط + القيم التالية: + - **Permitted Users:** All users may self-authorize + - **IP Relaxation:** Relax IP restrictions + - **Refresh Token Policy:** Refresh token is valid until revoked +5. احفظ التغييرات. +6. عُد إلى CrewAI AMP وانقر على **Connect Salesforce** مرة أخرى. سيكتمل + OAuth هذه المرة. + + + **لست مسؤول Salesforce؟** أعِد توجيه عنوان URL لصفحة التثبيت (أو رابط + التثبيت نفسه) إلى مسؤول Salesforce لديكم واطلب منه إكمال الخطوات أعلاه. + بمجرد انتهائه، عُد إلى CrewAI AMP وانقر على **Connect** مرة أخرى. + ### 2. تثبيت الحزمة المطلوبة diff --git a/docs/en/enterprise/integrations/salesforce.mdx b/docs/en/enterprise/integrations/salesforce.mdx index c729a3a7e..5e4eb0e8b 100644 --- a/docs/en/enterprise/integrations/salesforce.mdx +++ b/docs/en/enterprise/integrations/salesforce.mdx @@ -17,15 +17,61 @@ Before using the Salesforce integration, ensure you have: - A Salesforce account with appropriate permissions - Connected your Salesforce account through the [Integrations page](https://app.crewai.com/integrations) + + Salesforce requires a **one-time admin install** of the CrewAI package in + your org before any user can connect. This is a Salesforce platform + requirement for all ExternalClientApp-based integrations as of the Spring + '26 release — not a CrewAI-specific step. The Connect Salesforce flow in + CrewAI AMP walks you through it the first time. + + ## Setting Up Salesforce Integration ### 1. Connect Your Salesforce Account -1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/connectors) -2. Find **Salesforce** in the Authentication Integrations section -3. Click **Connect** and complete the OAuth flow -4. Grant the necessary permissions for CRM and sales management -5. Copy your Enterprise Token from [Integration Settings](https://app.crewai.com/crewai_plus/settings/integrations) +1. Navigate to [CrewAI AMP Integrations](https://app.crewai.com/crewai_plus/unified_tools). +2. Find **Salesforce** in the Authentication Integrations section. +3. Click **Connect**. + +What happens next depends on whether a Salesforce admin in your org has +already installed the CrewAI package: + +- **Package already installed:** you're taken straight to the Salesforce + OAuth consent screen — approve it and you're connected. +- **Package not installed yet:** you'll see an **Install CrewAI in + Salesforce** page. Follow the one-time install steps below, then come + back to CrewAI AMP and click **Connect** again. + +4. Grant the necessary permissions for CRM and sales management. +5. Copy your Enterprise Token from [Integration Settings](https://app.crewai.com/crewai_plus/settings/integrations). + +#### One-time admin install (Salesforce admin only) + +The first time anyone in your org clicks **Connect Salesforce**, CrewAI +redirects them to an install page that points at the CrewAI managed package. +A Salesforce admin needs to install it once for the whole org. + +1. On the install page in CrewAI, click **Install in Salesforce**. (You can + also share the page URL with your admin — the install link works for + anyone who opens it.) +2. Sign in to Salesforce as an admin. For sandboxes, swap `login.salesforce.com` + for `test.salesforce.com` in the URL before opening it. +3. Choose **Install for All Users**, acknowledge the third-party app prompt, + and click **Install**. +4. In Salesforce Setup, search **External Client App Manager** → **CrewAI + App** → open the **Policies** tab → **Edit** and set: + - **Permitted Users:** All users may self-authorize + - **IP Relaxation:** Relax IP restrictions + - **Refresh Token Policy:** Refresh token is valid until revoked +5. Save. +6. Return to CrewAI AMP and click **Connect Salesforce** again. OAuth will + complete this time. + + + **Not a Salesforce admin?** Forward the install page URL (or the install + link itself) to your Salesforce admin and ask them to complete the steps + above. Once they're done, return to CrewAI AMP and click **Connect** again. + ### 2. Install Required Package diff --git a/docs/ko/enterprise/integrations/salesforce.mdx b/docs/ko/enterprise/integrations/salesforce.mdx index 51675dff6..972e220f3 100644 --- a/docs/ko/enterprise/integrations/salesforce.mdx +++ b/docs/ko/enterprise/integrations/salesforce.mdx @@ -17,16 +17,60 @@ Salesforce 통합을 사용하기 전에 다음을 확인하세요: - 적절한 권한이 있는 Salesforce 계정 - [통합 페이지](https://app.crewai.com/integrations)를 통해 Salesforce 계정 연결 + + Salesforce는 사용자가 연결하기 전에 **관리자가 CrewAI 패키지를 한 번 설치** + 해야 합니다. 이는 Spring '26 릴리스부터 모든 ExternalClientApp 기반 통합에 + 적용되는 Salesforce 플랫폼의 요구 사항이며, CrewAI 고유의 단계가 아닙니다. + CrewAI AMP의 Connect Salesforce 플로우가 첫 연결 시 이 과정을 안내합니다. + + ## Salesforce 통합 설정 ### 1. Salesforce 계정 연결 -1. [CrewAI AMP 통합](https://app.crewai.com/crewai_plus/connectors)으로 이동합니다. +1. [CrewAI AMP 통합](https://app.crewai.com/crewai_plus/unified_tools)으로 이동합니다. 2. 인증 통합 섹션에서 **Salesforce**를 찾습니다. -3. **연결**을 클릭하고 OAuth 과정을 완료합니다. +3. **연결**을 클릭합니다. + +이후 동작은 관리자가 조직에 CrewAI 패키지를 이미 설치했는지에 따라 달라집니다: + +- **패키지가 이미 설치된 경우:** 곧바로 Salesforce OAuth 동의 화면으로 + 이동합니다. 승인하면 연결이 완료됩니다. +- **패키지가 아직 설치되지 않은 경우:** **Install CrewAI in Salesforce** + 페이지가 표시됩니다. 아래의 일회성 설치 단계를 따른 뒤, CrewAI AMP로 + 돌아와 **연결**을 다시 클릭하세요. + 4. CRM 및 영업 관리에 필요한 권한을 부여합니다. 5. [통합 설정](https://app.crewai.com/crewai_plus/settings/integrations)에서 Enterprise Token을 복사합니다. +#### 일회성 관리자 설치 (Salesforce 관리자 전용) + +조직 내 누군가 **Connect Salesforce**를 처음 클릭하면, CrewAI는 CrewAI +관리형 패키지의 설치 페이지로 리디렉션합니다. Salesforce 관리자가 조직 +전체를 위해 한 번만 설치하면 됩니다. + +1. CrewAI 내 설치 페이지에서 **Install in Salesforce**를 클릭합니다. + (해당 페이지 URL을 관리자에게 공유해도 됩니다. 설치 링크는 누구든 열 수 + 있도록 동작합니다.) +2. 관리자 권한으로 Salesforce에 로그인합니다. 샌드박스 환경에서는 URL의 + `login.salesforce.com`을 `test.salesforce.com`으로 바꾼 뒤 엽니다. +3. **Install for All Users**를 선택하고, 서드파티 앱 동의 항목을 확인한 뒤 + **Install**을 클릭합니다. +4. Salesforce Setup에서 **External Client App Manager** → **CrewAI App** → + **Policies** 탭 → **Edit**로 이동하여 다음과 같이 설정합니다: + - **Permitted Users:** All users may self-authorize + - **IP Relaxation:** Relax IP restrictions + - **Refresh Token Policy:** Refresh token is valid until revoked +5. 저장합니다. +6. CrewAI AMP로 돌아가 **Connect Salesforce**를 다시 클릭합니다. 이번에는 + OAuth가 정상적으로 완료됩니다. + + + **Salesforce 관리자가 아니신가요?** 설치 페이지의 URL(또는 설치 링크 자체) + 을 Salesforce 관리자에게 전달하고 위 단계를 진행해 달라고 요청하세요. + 관리자가 완료하면 CrewAI AMP로 돌아와 **연결**을 다시 클릭하면 됩니다. + + ### 2. 필수 패키지 설치 ```bash diff --git a/docs/pt-BR/enterprise/integrations/salesforce.mdx b/docs/pt-BR/enterprise/integrations/salesforce.mdx index 8697577e4..4bbda3ece 100644 --- a/docs/pt-BR/enterprise/integrations/salesforce.mdx +++ b/docs/pt-BR/enterprise/integrations/salesforce.mdx @@ -17,15 +17,65 @@ Antes de usar a integração Salesforce, certifique-se de que você possui: - Uma conta Salesforce com permissões apropriadas - Sua conta Salesforce conectada via a [página de Integrações](https://app.crewai.com/integrations) + + O Salesforce exige uma **instalação única feita por um administrador** do + pacote CrewAI na sua organização antes que qualquer usuário possa se + conectar. Isso é uma exigência da plataforma Salesforce para todas as + integrações baseadas em ExternalClientApp a partir da release Spring '26 — + não é uma etapa específica da CrewAI. O fluxo Connect Salesforce na CrewAI + AMP guia você por esta etapa na primeira vez. + + ## Configurando a Integração Salesforce ### 1. Conecte sua Conta Salesforce -1. Acesse [CrewAI AMP Integrações](https://app.crewai.com/crewai_plus/connectors) -2. Encontre **Salesforce** na seção Integrações de Autenticação -3. Clique em **Conectar** e complete o fluxo OAuth -4. Conceda as permissões necessárias para gerenciamento de CRM e vendas -5. Copie seu Token Enterprise em [Configurações de Integração](https://app.crewai.com/crewai_plus/settings/integrations) +1. Acesse [CrewAI AMP Integrações](https://app.crewai.com/crewai_plus/unified_tools). +2. Encontre **Salesforce** na seção Integrações de Autenticação. +3. Clique em **Conectar**. + +O que acontece em seguida depende de o administrador Salesforce já ter +instalado o pacote CrewAI na sua organização: + +- **Pacote já instalado:** você será levado diretamente à tela de consentimento + OAuth do Salesforce — aprove e a conexão estará feita. +- **Pacote ainda não instalado:** você verá uma página **Install CrewAI in + Salesforce**. Siga as etapas de instalação única abaixo e, depois, volte à + CrewAI AMP e clique em **Conectar** novamente. + +4. Conceda as permissões necessárias para gerenciamento de CRM e vendas. +5. Copie seu Token Enterprise em [Configurações de Integração](https://app.crewai.com/crewai_plus/settings/integrations). + +#### Instalação única pelo administrador (apenas admin Salesforce) + +Na primeira vez que alguém na sua organização clica em **Connect Salesforce**, +a CrewAI redireciona para uma página de instalação que aponta para o pacote +gerenciado CrewAI. Um administrador Salesforce precisa instalá-lo uma única +vez para toda a organização. + +1. Na página de instalação dentro da CrewAI, clique em **Install in + Salesforce**. (Você também pode compartilhar a URL dessa página com seu + administrador — o link de instalação funciona para qualquer pessoa que o + abra.) +2. Entre no Salesforce como administrador. Para sandboxes, troque + `login.salesforce.com` por `test.salesforce.com` na URL antes de abrir. +3. Escolha **Install for All Users**, confirme o aviso sobre aplicativos de + terceiros e clique em **Install**. +4. No Setup do Salesforce, busque **External Client App Manager** → **CrewAI + App** → abra a aba **Policies** → **Edit** e configure: + - **Permitted Users:** All users may self-authorize + - **IP Relaxation:** Relax IP restrictions + - **Refresh Token Policy:** Refresh token is valid until revoked +5. Salve. +6. Volte à CrewAI AMP e clique em **Connect Salesforce** novamente. Desta vez + o OAuth será concluído. + + + **Não é administrador Salesforce?** Encaminhe a URL da página de instalação + (ou o link de instalação em si) para o seu administrador e peça que ele + conclua as etapas acima. Quando ele terminar, volte à CrewAI AMP e clique + em **Conectar** novamente. + ### 2. Instale o Pacote Necessário