This information is relevant for customer Organizations that require API Connectivity with People.ai products such as Data Platform.
People.ai API Connection - Displays relevant information regarding the Connection Status to the People.ai application
Status - Activated or Deactivated
If the Status is Deactivated then the Organization cannot access People.ai APIs
Key - Consumer Key
Secret - Consumer Secret
Authorize Using - Authorization selection
Connection Status - Indicates Connection Status:
Configure - Click to configure (For further information, please see People.ai API Configuration Section below)
People.ai In-App Integration
Integration Mode - Indicates the Integration Mode and whether the People.ai application is installed.
Show deep links to the Web App - When enabled, this feature displays deep link buttons that allow users to quickly open supported records in the People.ai app.
Field Mapping (New in version 1.261) - When the People.ai package is installed, its fields are used automatically. Mapping can be used to override those fields to your local fields on the following Objects:
Opportunity Contact Role
People.ai API Configuration
Configuring the APIs for People.ai allows your Organization to access additional People.ai functionality
Follow the steps in the dialog:
Enable Integration - Toggle to enable integration
Remote Site Configuration
Configure or verify the Remote Site settings to ensure that the list contains: