{"id":17755,"date":"2016-06-13T10:22:30","date_gmt":"2016-06-13T10:22:30","guid":{"rendered":"http:\/\/apidocs.kore.com\/?post_type=docs&p=2642"},"modified":"2019-05-24T09:21:34","modified_gmt":"2019-05-24T08:21:34","slug":"integrating-with-salesforce-chatter","status":"publish","type":"post","link":"https:\/\/multisite.korebots.com\/v9-0\/docs\/bots\/bot-store\/adding-bots\/integrating-with-salesforce-chatter\/","title":{"rendered":"Adding a Salesforce Chatter Bot"},"content":{"rendered":"

Kore.ai provides integration for a built-in Salesforce Chatter<\/em>\u00a0Bot\u00a0that you can use to display\u00a0message notifications and execute tasks directly\u00a0from the\u00a0Kore.ai application. To use the Salesforce Chatter<\/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 Chatter<\/em>, and the\u00a0notification messages that you want. This topic describes the Salesforce Chatter<\/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 Chatter<\/span><\/span><\/h1>\n

\"DIYChatterLogo\"Salesforce Chatter<\/em>\u00a0is a real\u2013time enterprise collaboration Software\u2013as\u2013a\u2013Service that is as easy to use as Facebook<\/em>. You can get real\u2013time updates on what your colleagues are doing, important projects, deals, application data and accounts. More than a collaboration software application\u2014Salesforce Chatter<\/em> is also a platform for building collaborative cloud-computing applications.<\/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 Chatter<\/span><\/span><\/h1>\n

To configure web service tasks, you need to add the Salesforce Chatter<\/em>\u00a0<\/em>Bot from the Kore.ai\u00a0Marketplace<\/strong> tab in the Kore.ai application, and then setup the task.
\nTo setup a Salesforce Chatter<\/em>\u00a0task, click Connect to Salesforce Chatter<\/strong>, enter the\u00a0Salesforce Chatter<\/em>\u00a0URL for your company, for example,\u00a0https:\/\/salesforce.com\/in\/chatter<\/span>, your Salesforce Chatter<\/em>\u00a0account user name, your password, and then press Enter<\/strong>.
\nAfter you are connected, you can perform tasks for\u00a0Salesforce Chatter<\/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 Chatter<\/em>.
\nThe Salesforce Chatter<\/em>\u00a0task that you can integrate with Kore.ai is Post in Chatter Feed.<\/strong>\u00a0To configure this task, in the Perform Task<\/strong> dialog, enter the Text<\/strong> you want to Post in your Chatter Feed.
\nYou can also setup message notifications to your Kore.ai account using a\u00a0Salesforce Chatter<\/em>\u00a0<\/em>web service. To configure\u00a0the New Post in Feed<\/strong>\u00a0message notification, click \"\", click Get notified when…<\/strong>,and then in 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

    In a space room, you can enter the @chatter post<\/span> Bot<\/strong> command to invoke and configure the task.<\/p>\n

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

    After Salesforce Chatter<\/em>\u00a0<\/em>is configured as web service, when any of the events occur in Salesforce Chatter<\/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 Chatter\u00a0Bot\u00a0that you can use to display\u00a0message notifications and execute tasks directly\u00a0from the\u00a0Kore.ai application. To use the Salesforce Chatter\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 Chatter, and the\u00a0notification messages that...","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\/17755"}],"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=17755"}],"version-history":[{"count":1,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/17755\/revisions"}],"predecessor-version":[{"id":21153,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/posts\/17755\/revisions\/21153"}],"wp:attachment":[{"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/media?parent=17755"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/categories?post=17755"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/multisite.korebots.com\/v9-0\/wp-json\/wp\/v2\/tags?post=17755"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}