{"id":17754,"date":"2016-06-13T10:21:08","date_gmt":"2016-06-13T10:21:08","guid":{"rendered":"http:\/\/apidocs.kore.com\/?post_type=docs&p=2640"},"modified":"2020-07-10T12:10:30","modified_gmt":"2020-07-10T11:10:30","slug":"integrating-with-salesforce","status":"publish","type":"post","link":"https:\/\/multisite.korebots.com\/v9-0\/docs\/bots\/bot-store\/adding-bots\/integrating-with-salesforce\/","title":{"rendered":"Adding a Salesforce Bot"},"content":{"rendered":"

Kore.ai provides integration for a built-in Salesforce<\/em>\u00a0Bot\u00a0that you can use to display\u00a0message notifications and execute tasks directly\u00a0from the\u00a0Kore.ai application. To use the Salesforce<\/em>\u00a0Bot, you just need to add the Bot to your Kore.ai account, and then configure the settings for the Bot, such as authentication to access Salesforce<\/em>, and the\u00a0notification messages that you want. This topic describes the Salesforce<\/em>\u00a0built-in Bot\u00a0for Kore.ai.\u00a0For more information about other Kore.ai Bots, see\u00a0Adding Bots<\/a>.<\/p>\n

<\/span>About the Kore.ai Bot for\u00a0Salesforce<\/span><\/span><\/h1>\n

\"DIYSalesforceLogo\"Salesforce<\/em> is the leader in cloud computing, offering applications for all aspects of your business, including CRM, sales, ERP, customer service, marketing automation, business analytics, mobile application building, and much more. And it all works on the same, connected platform, drawing from the same customer data.<\/p>\n\n\n\n\n
Integration Type<\/strong><\/td>\nWeb Service<\/strong> – Connect to this Bot using a web service integration where Kore.ai polls the service for updates based on a specified interval.<\/td>\n<\/tr>\n
Category<\/strong><\/td>\nCustomer Relationship Management (CRM)<\/strong>\u00a0– This Bot is available in the Kore.ai application in the\u00a0CRM<\/strong>\u00a0category.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

<\/span>Configuring\u00a0Salesforce<\/em><\/span><\/span><\/h1>\n

To configure web service tasks, you need to add the Salesforce\u00a0<\/em>Bot from the Kore.ai Marketplace<\/strong>tab in the Kore.ai application, and then setup the task.
\nTo setup a Salesforce<\/em>\u00a0task, click Connect to Salesforce<\/strong>, enter the\u00a0Salesforce<\/em>\u00a0URL for your company, for example,\u00a0https:\/\/salesforce.com<\/span>, your Salesforce<\/em>\u00a0account user name (not your email address), your password, and then press Enter<\/strong>.
\nAfter you are connected, you can perform tasks for\u00a0Salesforce<\/em>\u00a0<\/em>directly from the Kore.ai application and setup message notifications to get notified in the Kore.ai application when an event occurs in\u00a0Salesforce<\/em>.
\nThe following table describes Salesforce<\/em>\u00a0tasks that you can integrate with Kore.ai.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
TASK<\/strong><\/th>\nTO CONFIGURE THIS TASK…<\/th>\n<\/tr>\n
Add Opportunity to Note<\/strong><\/td>\nIn the Perform Task<\/strong> dialog,<\/p>\n
    \n
  • search for an Opportunity<\/strong><\/li>\n
  • enter a Title<\/strong><\/li>\n
  • optionally enter a Description<\/strong>.<\/li>\n<\/ul>\n

    In a space room, you can enter the\u00a0@salesforce addoppnote<\/span> Bot\u00a0<\/strong>command to invoke and configure this task.<\/td>\n<\/tr>\n

Change\u00a0Lead Status<\/strong><\/td>\nIn the Perform Task<\/strong> dialog,<\/p>\n
    \n
  • search for a Lead<\/strong><\/li>\n
  • and then select a Lead Status<\/strong>.<\/li>\n<\/ul>\n

    In a space room, you can enter the\u00a0@salesforce updtleadstat<\/span> Bot\u00a0<\/strong>command to invoke and configure this task.<\/td>\n<\/tr>\n

Change Opportunity Owner<\/strong><\/td>\nIn the Perform Task<\/strong> dialog,<\/p>\n
    \n
  • search for an\u00a0Opportunity<\/strong><\/li>\n
  • and then select an\u00a0Owner<\/strong>.<\/li>\n<\/ul>\n

    In a space room, you can enter the @salesforce changeoppowner<\/span>\u00a0Bot\u00a0<\/strong>command to invoke and configure this task.<\/td>\n<\/tr>\n

Create\u00a0Case<\/strong><\/td>\nIn the Perform Task<\/strong> dialog,<\/p>\n
    \n
  • enter a Subject<\/strong><\/li>\n
  • select a Status<\/strong><\/li>\n
  • select an\u00a0Origin<\/strong><\/li>\n
  • optionally enter a Description<\/strong><\/li>\n
  • optionally select a Type<\/strong><\/li>\n
  • optionally select a Priority<\/strong>.<\/li>\n<\/ul>\n

    In a space room, you can enter the\u00a0@salesforce newcase<\/span> Bot<\/strong> command to invoke and configure this task.<\/td>\n<\/tr>\n

Create\u00a0Contact<\/strong><\/td>\nIn the Perform Task<\/strong> dialog,<\/p>\n
    \n
  • enter a Name<\/strong><\/li>\n
  • optionally enter an\u00a0Email address<\/strong><\/li>\n
  • optionally enter a Phone number<\/strong><\/li>\n
  • optionally enter a Description<\/strong>.<\/li>\n<\/ul>\n

    In a space room, you can enter the\u00a0@salesforce newcontact<\/span>\u00a0Bot\u00a0<\/strong>command to invoke and configure this task.<\/td>\n<\/tr>\n

Create\u00a0Lead<\/strong><\/td>\nIn the Perform Task<\/strong> dialog,<\/p>\n
    \n
  • enter a Name<\/strong><\/li>\n
  • select a Status<\/strong><\/li>\n
  • enter a Company<\/strong><\/li>\n
  • optionally enter an\u00a0Email address<\/strong><\/li>\n
  • optionally enter a\u00a0Phone number<\/strong><\/li>\n
  • optionally enter \u00a0a\u00a0Description<\/strong>.<\/li>\n<\/ul>\n

    In a space room, you can enter the\u00a0@salesforce newlead<\/span>\u00a0Bot<\/strong> command to invoke and configure this task.<\/td>\n<\/tr>\n

Create\u00a0Opportunity<\/strong><\/td>\nIn the Perform Task<\/strong> dialog,<\/p>\n
    \n
  • enter an Opportunity Name<\/strong><\/li>\n
  • select a Closed Date<\/strong><\/li>\n
  • select a Stage<\/strong><\/li>\n
  • optionally select a Type<\/strong><\/li>\n
  • optionally select a Lead Source<\/strong><\/li>\n
  • optionally enter an Amount<\/strong>.<\/li>\n<\/ul>\n

    In a space room, you can enter the\u00a0@salesforce newopp<\/span> Bot<\/strong> command to invoke and configure this task.<\/td>\n<\/tr>\n

Recently Closed Opportunities<\/strong><\/td>\nIn the Perform Task<\/strong> dialog, select\u00a0Send Opportunities that closed in the last<\/strong> to generate the report.
\nIn a space room, you can enter the \u00a0@salesforce getrcopps<\/span>\u00a0Bot\u00a0<\/strong>command to invoke and configure this task.<\/td>\n<\/tr>\n
Update Contact<\/strong><\/td>\nIn the Perform Task<\/strong> dialog,<\/p>\n
    \n
  • search for a Contact<\/strong><\/li>\n
  • optionally enter the\u00a0Lastname<\/strong><\/li>\n
  • optionally enter the\u00a0Firstname<\/strong><\/li>\n
  • optionally enter an\u00a0Email address<\/strong><\/li>\n
  • optionally enter a\u00a0Phone number<\/strong><\/li>\n
  • optionally enter a Description<\/strong>.<\/li>\n<\/ul>\n

    In a space room, you can enter the\u00a0@salesforce updtcontact<\/span>\u00a0Bot\u00a0<\/strong>command to invoke and configure this task.<\/td>\n<\/tr>\n

Top Opportunities<\/strong><\/td>\nIn the Perform Task<\/strong> dialog, enter\u00a0Number of Opportunities<\/strong>.
\nIn a space room, you can enter the\u00a0@salesforce gettopopps<\/span>\u00a0Bot\u00a0<\/strong>command to invoke and configure this task.<\/td>\n<\/tr>\n
Update Opportunity\u00a0<\/strong><\/td>\nIn the Perform Task<\/strong> dialog,<\/p>\n
    \n
  • search for an Opportunity<\/strong><\/li>\n
  • optionally enter an Amount<\/strong><\/li>\n
  • optionally select a Closed Date<\/strong><\/li>\n
  • optionally select a Stage<\/strong><\/li>\n
  • optionally select a Type<\/strong>.<\/li>\n<\/ul>\n

    In a space room, you can enter the @salesforce updtoppstat<\/span>\u00a0Bot\u00a0<\/strong>command to invoke and configure this task.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    You can setup message notifications to your Kore.ai account using a Salesforce<\/em>\u00a0<\/em>web service. Click\u00a0\"\", click Get notified when…<\/strong>, and then click one of the following Salesforce<\/em>\u00a0<\/em>web services described in the following table.<\/p>\n\n\n\n\n\n\n\n\n\n
    TASK<\/th>\nTO CONFIGURE THIS TASK…<\/th>\n<\/tr>\n
    Case\u00a0Updates<\/strong><\/td>\nIn the Setup Task<\/strong> dialog,<\/p>\n
      \n
    • optionally, click the gray box in\u00a0Filters<\/strong>\u00a0to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:\n
        \n
      • Status<\/strong><\/li>\n
      • Priority<\/strong><\/li>\n
      • Click Done<\/strong> to save the filter.<\/li>\n<\/ul>\n<\/li>\n
      • optionally customize the Task Name\u00a0<\/strong><\/li>\n
      • optionally customize the Short Description<\/strong><\/li>\n
      • enable or disable Mute task notifications<\/strong><\/li>\n
      • optionally customize the interval for message notifications in the\u00a0Check for updates<\/strong>\u2026 section<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
    Opportunity Closed Lost<\/strong><\/td>\nIn the Setup Task<\/strong> dialog,<\/p>\n
      \n
    • optionally customize the Task Name\u00a0<\/strong><\/li>\n
    • optionally customize the Short Description<\/strong><\/li>\n
    • enable or disable Mute task notifications<\/strong><\/li>\n
    • optionally customize the interval for message notifications in the\u00a0Check for updates<\/strong>\u2026 section<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
    Opportunity Closed Won<\/strong><\/td>\nIn the Setup Task<\/strong> dialog,<\/p>\n
      \n
    • optionally customize the\u00a0Task Name<\/strong><\/li>\n
    • optionally customize the\u00a0Short Description<\/strong><\/li>\n
    • enable or disable\u00a0Mute task notifications<\/strong><\/li>\n
    • optionally customize the interval for message notifications in the\u00a0Check for updates<\/strong>\u2026 section<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
    Opportunity Updates<\/strong><\/td>\nIn the Setup Task<\/strong> dialog,<\/p>\n
      \n
    • optionally, click the gray box in\u00a0Filters<\/strong>\u00a0to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:\n
        \n
      • Account Name<\/strong><\/li>\n
      • Amount<\/strong><\/li>\n
      • Opportunity Name<\/strong><\/li>\n
      • Owner<\/strong><\/li>\n
      • Click Done<\/strong> to save the filter.<\/li>\n<\/ul>\n<\/li>\n
      • optionally customize the Task Name\u00a0<\/strong><\/li>\n
      • optionally customize the Short Description<\/strong><\/li>\n
      • enable or disable Mute task notifications<\/strong><\/li>\n
      • optionally customize the interval for message notifications in the\u00a0Check for updates<\/strong>\u2026 section<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
    Opportunity Created\/Updated over $x<\/strong><\/td>\nIn the Setup Task<\/strong> dialog,<\/p>\n
      \n
    • enter Amount<\/strong><\/li>\n
    • optionally customize the Task Name\u00a0<\/strong><\/li>\n
    • optionally customize the Short Description<\/strong><\/li>\n
    • enable or disable Mute task notifications<\/strong><\/li>\n
    • optionally customize the interval for message notifications in the\u00a0Check for updates<\/strong>\u2026 section<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
    Lead Updates<\/strong><\/td>\nIn the Setup Task<\/strong> dialog,<\/p>\n
      \n
    • optionally, click the gray box in\u00a0Filters<\/strong>\u00a0to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:\n
        \n
      • Lead Source<\/strong><\/li>\n
      • Assignee<\/strong><\/li>\n
      • Click Done<\/strong> to save the filter.<\/li>\n<\/ul>\n<\/li>\n
      • optionally customize the Task Name\u00a0<\/strong><\/li>\n
      • optionally customize the Short Description<\/strong><\/li>\n
      • enable or disable Mute task notifications<\/strong><\/li>\n
      • optionally customize the interval for message notifications in the\u00a0Check for updates<\/strong>\u2026 section<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

         <\/p>\n

        <\/span>Next Steps<\/span><\/em><\/span><\/h1>\n

        After Salesforce<\/em>\u00a0<\/em>\u00a0is configured as web service, when any of the events occur in Salesforce<\/em>, a message is displayed on the Bots<\/strong> tab in the Messages<\/strong> section for the Kore.ai account.<\/p>\n<\/div><\/div>

        <\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"Kore.ai provides integration for a built-in Salesforce\u00a0Bot\u00a0that you can use to display\u00a0message notifications and execute tasks directly\u00a0from the\u00a0Kore.ai application. To use the Salesforce\u00a0Bot, you just need to add the Bot to your Kore.ai account, and then configure the settings for the Bot, such as authentication to access Salesforce, and the\u00a0notification messages that you want. This...","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[43],"tags":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/17754"}],"collection":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/comments?post=17754"}],"version-history":[{"count":3,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/17754\/revisions"}],"predecessor-version":[{"id":23960,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/17754\/revisions\/23960"}],"wp:attachment":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/media?parent=17754"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/categories?post=17754"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/tags?post=17754"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}