Traitly supports OAuth 2.0 with Salesforce. This form of authentication means that you can securely grant Traitly access to required objects in your Salesforce account, with the additional flexibility of revoking Traitly's access at any point without impacting other applications connected to your Salesforce account.
We recommend that you create a Salesforce user for Traitly - even better if you already have a designated Salesforce user that you use to connect to third-party apps. Alternatively, you can connect your own Salesforce account to Traitly, and Traitly will access selected Salesforce data as you.
Traitly syncs your existing knowledge articles, enabling your support and success teams to instantly search, share, and link out to existing knowledge articles in Salesforce. Traitly also provides the ability for your team to update and publish new knowledge articles created within Traitly to your Salesforce KB. Best of all - Traitly supports Salesforce Classic and Lightning.