The Salesforce connection will sync all of your Contacts and Case records.

Creating a Connection

1. After you select Salesforce, you will be prompted to allow Ragie to interact with your Salesforce data.
2. After you accept, you will be redirected to a new page.
3. Select an API key from the dropdown at the top. All documents created by the connection will be attributed to the selected API key.
4. Fill out any metadata you want to associate with the content in your Salesforce. You can use this to filter the data later. This is in JSON format. You can leave it blank, or you could set it to something like

{
  "company": "acme"
}

1. Select an Import mode. This is only applicable for content with PDFs. Fast only extracts text, but Hi-res also extracts images and tables. Fast can be up to 20x fast than Hi-res
2. Click "Create Connection" at the top right

You will be taken back to the connectors page and the system will schedule a sync process.