Table of Contents

Salesforce Integration Block

Abby Updated by Abby

Feature available for Business Plan accounts.

What's Salesforce?

Salesforce is a customer relationship management software and application focused on sales, customer service, marketing automation, analytics, and application development

With our native integration you can seamlessly create and update leads within the bot flow.

Add Salesforce Account

You can either connect your Salesforce account directly in the builder, or in the integrations section

The following steps will demonstrate how you can connect your account in the builder

  1. Add the Salesforce block to your flow

  1. Sync your Salesforce Account by logging in

  1. Select the object you would like to sync(Accounts, Contacts, etc)

  1. Select the action (add or update record)

Add Record

Next we'll add a new record to our selected object

  1. First, select the Required fields with the variables or values that you want to send.
  1. Fill the Optional fields with the variables or values that you want to send.

You can send both variables, and plain text

Keep in mind that if you don't set all the Required fields, no data will be sent.

Update Record

Finally, we'll select an existing record and update it with new values

  1. The first thing we'll do to update a record is select how we want to identify the record

We can chose between Contains, Equals, or Does not contain

In this case, we'll select 'Equal to', then we'll add the name of the account, we can add this as a variable, or as a fixed value

  1. Now that we have selected out record to update, we'll add the value we want to update by

Error Log

In case we encounter an error, we can go directly to the Salesforce error log in our integrations section

Here we can find useful information on what might have happened, such as 'Required Field Missing'

Channel Type compatibility

for Web

This feature is fully compatible.

for Whatsapp

This feature is fully compatible with Whatsapp.

for Messenger

This feature is fully compatible with Messenger.

How did we do?

Salesforce Integration Dashboard

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