Salesforce Integration Dashboard

For more information about how Salesforce block works, please check here


Accounts

In this section you will be able to see individually the different integrations.

Error Log

In this section you will be able to check information about errors and its details.

Account/Integration configuration
  1. To integrate Salesforce with your Landbot account click on the Connect Now button (or Add New Channel if you is not the first time) which will redirect you to Salesforce

  1. Once integrated your Salesforce account, you will be redirected back to the integration page, where you will see the account item. From here you will be able to add as many accounts as you want and use them into your bots.

Select Account/Integration in the builder Block

Once the integration is done, you will be able to select it in the Salesforce block in the builder

Delete Account/Integration

To delete the items you have integrated with Landbot you have to click on the delete icon.

A pop up will ask you for double confirmation. Once pressed it cannot be undone

Important: it is not possible to delete integrations that are being used into a bot. You have to delete before the corresponding block using the integration into the bot builder. Press the bot id to be redirected to the bot builder.


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