A connection must be created between Sensai and Salesforce.
1. Login to Salesforce
Login to the Salesforce Org you wish to connect.
2. Login to Sensai
You would of received a welcome email with Sensai login instructions.
In the same browser as your Salesforce login - click on URL - https://sensai.cloudapps.com
Enter username and temporary password and press the Login button
On your first login, you will be prompted to change your temporary password. Change and press Submit button.
You will then be presented with the Sensai Home Page.
Create Connection
In the app menu, select connections
In the connections page select the Salesforce Icon to connect to a Production environment or the Sandbox Icon to connect to a Sandbox environment.
As you are already logged in to Salesforce, this new connection will appear in the list.
Select 'Actions', then select 'Provisioning'.
Selecting 'Provisioning' it will trigger the following:
File import
Dataset creation
Model creation
Model training
Prediction generation
The connection will be ready and listening to new SF events that are performed on the Opportunities and the Accounts
Provisioning Status will be reflected once your connection has been established.
Other options within the Action Menu allow the import of files from Salesforce, deploy a model and turn on weekly snapshots. "Configure snapshot" is where the user can enable pushing data back to Salesforce.
Important: The user must have permission to view setup and configuration, otherwise the provisioning will fail.
Single Sign-on
Once the connection has been created, Salesforce users are able to sign in to Sensai using their Salesforce credentials.