feat(salesforce): add Knowledge AI connector with role-based agent/supervisor indexing by Mattallmighty · Pull Request #889 · Cognigy/Extensions

Mattallmighty · 2026-03-04T20:45:14Z

Summary

Adds a Salesforce Knowledge connector for Cognigy Knowledge AI that imports published Salesforce Knowledge Articles into a Cognigy Knowledge Store, with configurable role-based content separation between agent-facing and supervisor/manager-only views.

Changes

`src/knowledge-connectors/salesforceKnowledgeConnector.ts` (new)

Role-based content separation

Each article produces up to two knowledge sources:

Agent source — indexes a configurable set of content fields (e.g. Overview__c, Details__c, Processing_Steps_Text__c) and applies a configurable agent tag. Agent Copilot filters by this tag.
Supervisor source — indexes a separate set of manager-only fields (e.g. Manager_Actions__c, Manager_scripting__c) and applies a configurable supervisor tag. Only created when the article actually has content in those fields. Supervisor Copilot filters by both tags to surface the full article.

Robust text processing pipeline

HTML stripping that preserves document structure — tables become pipe-separated rows, lists become bullet points, headings and paragraphs produce line breaks
Non-printable character sanitization to prevent vector store embedding rejections
Smart chunking at natural boundaries (double newline → single newline → sentence boundary → word boundary) with a configurable max chunk size (default 2 000 chars)
Source name sanitization to comply with Cognigy's resource-name format — handles en/em dashes, ampersands, parentheses, slashes, and other special characters commonly found in Knowledge Article titles

Chunk metadata

Each chunk carries articleNumber, role (agent / supervisor), and url (Lightning URL to the source article) for context display in Agent Copilot.

Fully configurable via the connector UI

Field	Default	Description
Knowledge Article Object API Name	`Knowledge_Article__kav`	Supports custom article types
Language	`en_US`	SOQL language filter
Agent Content Fields	10 default fields	`textArray` — no code changes needed
Agent Knowledge Tags	`["agent"]`	Applied to agent sources
Supervisor / Manager Content Fields	4 default fields	Collapsible section
Supervisor Knowledge Tags	`["supervisor"]`	Applied to supervisor sources

`src/knowledge-connectors/cognigyManagementApi.ts` (new)

Thin axios wrapper providing paginated listing and deletion of knowledge sources — operations not exposed by to support incremental sync use cases.

`src/module.ts` (modified)

Registers salesforceKnowledgeConnector alongside the existing Salesforce nodes.

SOQL Query

SELECT Id, KnowledgeArticleId, ArticleNumber, Title, Summary, UrlName,
       Language, LastPublishedDate, <configured fields>
FROM   <KnowledgeApiName>
WHERE  PublishStatus = 'Online'
  AND  Language      = '<configured language>'
  AND  IsLatestVersion = true
ORDER BY Title ASC

autoFetch: true is used so all pages are retrieved in a single call.

Validation

Tested against a Salesforce sandbox with 688 published en_US articles:

- All 688 articles produce clean ASCII chunks with zero vector store rejections
- 688 agent sources · 64 supervisor sources · 752 total sources · 1 243 chunks
- Source name sanitization correctly handles the 352/688 articles whose titles contain special characters
- Articles with no supervisor content produce no unnecessary empty sources

… status ID bug searchContact: - Replace SELECT FIELDS(All) with a two-step approach (SELECT Id + sobject.retrieve) to avoid requiring the "View All Data" Salesforce permission, which was causing 400 errors across orgs - Change LIKE to = to support orgs with Salesforce Shield encryption on fields such as Email, where LIKE is not a supported operator - Add ORDER BY CreatedDate DESC for deterministic results when multiple records match - Add onErrorContact child node so errors route correctly instead of crashing with "Cannot read properties of undefined (reading 'id')" - Add null guard on onErrorChild to prevent cascade crash if child is not yet wired in an existing flow - Improve error logging to include Salesforce response body for easier debugging createCase: - Fix Status optionsResolver returning status.Id (the CaseStatus metadata record ID) instead of status.MasterLabel (the actual picklist string value e.g. "New"), which was causing cases to be created with an ID in the Status field rather than the human-readable value authenticate: - Fix missing semicolon on closing brace of exported arrow function (lint error)

* Features: * - Local state file (import-state.json) tracks what's been imported and when * - Skip articles that are already up-to-date (same LastPublishedDate) * - Delete + recreate articles whose content has changed * - Retry with exponential backoff on 405/429/502/503 * - --from=N flag to resume from a specific article index (1-based)

htmlFieldToMarkdown() (replaces stripHtml) Converts HTML to proper Markdown instead of stripping it flat. Headings inside a field are shifted down (e.g. <h2> inside an Overview field → ####) so they sit correctly below the ## Overview field label.

graymalkin77 · 2026-03-04T20:45:31Z

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Pull request overview

Adds a Salesforce Knowledge connector to the Salesforce extension, enabling ingestion of published Salesforce Knowledge articles into Cognigy Knowledge AI with role-based (agent vs supervisor/manager) separation, plus a couple of related Salesforce node/package updates.

Changes:

Introduces a new salesforceKnowledgeConnector that queries published Salesforce Knowledge articles, converts field HTML to Markdown, chunks content, and creates agent/supervisor-tagged sources.
Adds a small Cognigy Management API wrapper to list/delete knowledge sources for stale cleanup use cases.
Updates the Salesforce extension module registration and improves the searchContact node’s branching/error handling; adjusts Case Status option mapping.

Reviewed changes

Copilot reviewed 7 out of 8 changed files in this pull request and generated 8 comments.

Show a summary per file

File	Description
extensions/salesforce/src/nodes/searchContact.ts	Adds an explicit `On Error` branch and switches to an ID lookup + `sobject.retrieve()` for full record retrieval.
extensions/salesforce/src/nodes/createCase.ts	Changes Case Status select option values to use `MasterLabel` (picklist value) instead of `Id`.
extensions/salesforce/src/module.ts	Registers the new Salesforce Knowledge connector and the new `onErrorContact` node.
extensions/salesforce/src/knowledge-connectors/salesforceKnowledgeConnector.ts	New connector implementing role-based indexing, HTML→Markdown conversion, chunking, and stale-source cleanup logic.
extensions/salesforce/src/knowledge-connectors/cognigyManagementApi.ts	New axios wrapper for listing/deleting knowledge sources via Cognigy Management API.
extensions/salesforce/src/authenticate.ts	Small formatting/termination fix.
extensions/salesforce/package.json	Version bump and dev dependency additions.
extensions/salesforce/package-lock.json	Lockfile updates for the dependency changes.

Files not reviewed (1)

extensions/salesforce/package-lock.json: Language not supported

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- searchContact: escape single quotes in SOQL string literal to prevent injection - sanitizeText: preserve printable Unicode (accented chars, CJK, etc.) — only strip C0/C1 control characters, not all non-ASCII - salesforceKnowledgeConnector: guard agentFields/supervisorFields with Array.isArray so undefined supervisorFields doesn't throw at runtime - salesforceKnowledgeConnector: validate lastSyncDate as ISO 8601 before embedding in SOQL; throw a descriptive error on invalid input - salesforceKnowledgeConnector: prefix source names with [SF:<articleNumber>] so stale-removal pattern is unambiguous in shared knowledge stores - cognigyManagementApi: strip trailing slashes from apiUrl before building request paths to prevent double-slash issues - package-lock.json: regenerate to sync version with package.json (4.5.1)

Copilot

Pull request overview

Copilot reviewed 7 out of 8 changed files in this pull request and generated 3 comments.

Files not reviewed (1)

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Pull request overview

Copilot reviewed 7 out of 8 changed files in this pull request and generated 5 comments.

Files not reviewed (1)

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Mattallmighty added 6 commits February 28, 2026 17:15

add Salesforce Knowledge Connector with role-based access

f52aec0

Merge branch 'Cognigy:master' into master

21fd2ce

Merge branch 'master' of https://github.com/Mattallmighty/Extensions

bc6934c

Copilot AI review requested due to automatic review settings March 4, 2026 20:45

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Mattallmighty requested a review from Copilot March 5, 2026 10:16

Copilot started reviewing on behalf of Mattallmighty March 5, 2026 10:17 View session

Copilot AI reviewed Mar 5, 2026

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Add SOQL validation and hash-based dedup

7906b6b

Mattallmighty requested a review from Copilot March 5, 2026 10:31

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Mattallmighty added 2 commits March 5, 2026 22:02

Update salesforceKnowledgeConnector.ts

98388ac

fixes

6f999f6

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feat(salesforce): add Knowledge AI connector with role-based agent/supervisor indexing#889

feat(salesforce): add Knowledge AI connector with role-based agent/supervisor indexing#889
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Mattallmighty commented Mar 4, 2026

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graymalkin77 commented Mar 4, 2026 •

edited

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Mattallmighty commented Mar 4, 2026

Summary

Changes

src/knowledge-connectors/salesforceKnowledgeConnector.ts (new)

src/knowledge-connectors/cognigyManagementApi.ts (new)

src/module.ts (modified)

SOQL Query

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`src/knowledge-connectors/salesforceKnowledgeConnector.ts` (new)

`src/knowledge-connectors/cognigyManagementApi.ts` (new)

`src/module.ts` (modified)

graymalkin77 commented Mar 4, 2026 •

edited

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