What This Does #
Connects your bot to Salesforce to access articles, knowledge base content, and customer information.
When to Use This #
- You have a Salesforce knowledge base
- You want to access customer support articles
- You have product information stored in Salesforce
- You want to integrate customer data with bot conversations
Step-by-Step Instructions #
- Find Salesforce Integration
- Navigate to Build → Data Source → Native Apps
- Locate Salesforce with the cloud logo
- Initiate Connection
- Click “Connect” button next to Salesforce
- You’ll be taken to Salesforce login page
- Authorize the Connection
- Log into your Salesforce account
- Review the permissions ChatBot Builder is requesting
- Click “Allow” to grant access
- Configure Data Access
- Select which Salesforce data to include
- Choose knowledge articles, cases, or other relevant content
- Complete the setup process
What Salesforce Content Works Well #
- Knowledge base articles
- Product documentation
- Support case solutions
- FAQ content
- Process documentation
Security and Permissions #
- Only share customer-appropriate content
- Ensure proper Salesforce permissions are set
- Review what data is being accessed
- Maintain security best practices
Benefits of Salesforce Integration #
- Access to professional support content
- Consistent information across channels
- Updated content syncs automatically
- Integration with existing customer data
Tips for Success #
- Keep your Salesforce knowledge base current
- Use clear, customer-friendly language in articles
- Organize content with proper categories and tags
- Regularly review and update article quality