AgentSync is a robust, Compliance as a Service solution built on Salesforce. It integrates databases with business systems to automate business processes associated with compliance requirements.
How to get set up
1
In Symon.AI, go to the Data tab.
2
Click Import Data.
3
In the third-party sources section, click AgentSync.
4
On the Connect to your Database page, enter the following information, then click Next:
Field
Description
Connector name
The name for your connection.
API
The AgentSync API key.
Secret
The AgentSync Secret key.
5
On the Choose data sets page, review the data that you'd like to import, then click Next.
6
On the Obfuscate data page, select the fields that you'd like to conceal, then click Next.
7
On the Review page, review the data that you'd like to import, then click Import data.
