Search External Claude Compliance Objects in Salesforce Connect

CData Connect AI, enables you to access Claude Compliance data from cloud-based applications like the Salesforce console and mobile applications like the Salesforce Mobile App. In this article, you will use CData Connect AI and Salesforce Connect to access external Claude Compliance objects alongside standard Salesforce objects.

Connect to Claude Compliance from Salesforce

To work with live Claude Compliance data in Salesforce Connect, we need to connect to Claude Compliance from Connect AI, provide user access to the connection, and create a Workspace for the Claude Compliance data.

Connect to Claude Compliance from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Claude Compliance" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Claude Compliance.

   The driver connects to Claude Compliance using a Compliance Access Key, the only supported authentication method. Set the following connection property:

   • APIKey: The Compliance Access Key you created.

   Creating a Compliance Access Key

   1. Enable the Compliance API for your organization.
   2. Sign in to claude.ai as a primary owner or organization owner and open Organization settings > API > Keys.
   3. Select Create Key and assign only the scopes your integration needs:
      • read:compliance_activities for Activities and the typed activity views.
      • read:compliance_org_data for organizations, roles, groups, and settings.
      • read:compliance_user_data for users, chats, files, projects, and downloads.
      • delete:compliance_user_data for the explicit Delete stored procedures.
   4. Create the key and copy it when it appears. The key starts with sk-ant-api01- and is shown only once.

   Optionally, set OrganizationUUID to limit organization-scoped views (such as OrganizationUsers and ComplianceRoles) to a single linked organization. If it is left empty, those views default to the first available organization and do not include data from all linked organizations.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Claude Compliance Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Claude Compliance Endpoints for Salesforce Connect

After connecting to Claude Compliance, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Claude Compliance connection (e.g. ClaudeCompliance1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Claude Compliance data from Salesforce Connect.

Connect to Claude Compliance Data as an External Data Sources

Follow the steps below to connect to the feed produced by Connect AI.

1. Log into Salesforce and click Setup -> Integrations -> External Data Sources.
2. Click Now External Data Sources.
3. Enter values for the following properties:
   • External Data Sources: Enter a label to be used in list views and reports.
   • Name: Enter a unique identifier.
   • Type: Select the option "Salesforce Connect: OData 4.0".
   • URL: Enter the URL to the OData endpoint of Connect AI: https://cloud.cdata.com/api/odata/{workspace_name}
4. Select JSON in the Format menu.
5. In the Authentication section, set the following properties:
   • Identity Type: If all members of your organization will use the same credentials to access Connect AI, select "Named Principal". If the members of your organization will connect with their own credentials, select "Per User".
   • Authentication Protocol: Select Password Authentication to use basic authentication.
   • Certificate: Enter or browse to the certificate to be used to encrypt and authenticate communications from Salesforce to your server.
   • Username: Enter a CData Connect AI username (e.g. [email protected]).
   • Password: Enter the user's PAT.

Synchronize Claude Compliance Objects

After you have created the external data source, follow the steps below to create Claude Compliance external objects that reflect any changes in the data source. You will synchronize the definitions for the Claude Compliance external objects with the definitions for Claude Compliance tables.

1. Click the link for the external data source you created.
2. Click Validate and Scan.
3. Select the Claude Compliance tables you want to work with as external objects.

Access Claude Compliance Data as Salesforce Objects

After adding Claude Compliance data as an external data source and syncing Claude Compliance tables as external objects, you can use the external Claude Compliance objects just as you would standard Salesforce objects.

• Create a new tab with a filter list view:

  

• Create reports of external objects:

  

Simplified Access to Claude Compliance Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Claude Compliance data from Salesforce. For more information on gaining simplified access to data from more than 100 SaaS, Big Data, and NoSQL sources in cloud applications like Salesforce, refer to our Connect AI page.