Understand CRM and Cloud connections
Understand CRM and Cloud connections in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
CRM supplies customer and business records; Cloud is a separate connection entry. Their available tools and configuration should be inspected in the current environment rather than inferred from their names. A configured connection may still require saved permissions or repair.
Before you start
An app name opens the product surface, while its settings control shows connection and Sidekick access. The product may be visible to you even when the assistant has no permitted tool for the action you want. Read the account identity, phase and explicit guidance before reconnecting. Some setup flows need tools saved first and account access saved afterwards. For embedded apps, verify the account and open record rather than assuming the context from another tab. If an action changes an external record, inspect that record afterwards; a completed app load or a confident assistant reply is only part of the evidence.
Step-by-step
- Open the intended connection’s settings under Connected Apps.
- Read its account, status and available permission controls.
- Use only the supported tool actions shown for the selected Sidekick and verify any result in its service.
What the settings mean
| Control or state | Meaning |
|---|---|
| App surface | The interface you can open and use. |
| Connection | The service/account link and its current state. |
| Account access | The read/draft/write/send allowance supported by that app. |
| Tool selection | The particular operations saved for the assistant. |
Check the result
The task is tied to a real available connection, not an assumed integration.
If it does not work
If a setup or owner-approval link is shown, follow the specific supported flow. Do not invent a server endpoint, provider credential or automatic cloud deployment capability.
Continue with the right context
Return to the Cortex Chat guide index to choose another task. Keep the current account, assistant and conversation in view when following the next guide. To use the product, open Cortex Chat.
- Open a connected app beside your assistant
- Understand app connection and access states
- Open and work with Docs in Cortex Chat
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