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Salesforce team assistant connection improvements

April 7, 2026

Deeper control over your Salesforce ticket flow.
IntegrationsTeam assistant
  • The QA upload no longer has the multiple entries option. You can instead use the CSV file upload which is recommended since that adds all QA’s in a single resource collection, making it easier to manage.
  • The default support skill has a new checkbox for additional information. When enabled, users can share extra context before their request is sent to support.
  • The contact support via email default skill now has an advanced settings option, where you can access the original form to add variables and such.

Improvements to the Salesforce team assistant connection

  • Via the team assistant tab, you can configure topics by first setting a custom field name in Salesforce and then mapping the custom field name value to the topics on our end.
  • The tickets integration now fully ingests the whole conversation including the answer to the user, not just the original question.
  • You can filter tickets incoming from the Salesforce ticket integration using a SOQL query.
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