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Adding a Salesforce Bot

Kore.ai provides integration for a built-in Salesforce Bot that you can use to display message notifications and execute tasks directly from the Kore.ai application. To use the Salesforce Bot, 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 notification messages that you want. This topic describes the Salesforce built-in Bot for Kore.ai. For more information about other Kore.ai Bots, see Adding Bots.

About the Kore.ai Bot for Salesforce

DIYSalesforceLogoSalesforce 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.

Integration Type Web Service – Connect to this Bot using a web service integration where Kore.ai polls the service for updates based on a specified interval.
Category Customer Relationship Management (CRM) – This Bot is available in the Kore.ai application in the CRM category.

 

Configuring Salesforce

To configure web service tasks, you need to add the Salesforce Bot from the Kore.ai Marketplacetab in the Kore.ai application, and then setup the task.

To setup a Salesforce task, click Connect to Salesforce, enter the Salesforce URL for your company, for example, https://salesforce.com, your Salesforce account user name (not your email address), your password, and then press Enter.

After you are connected, you can perform tasks for Salesforce directly from the Kore.ai application and setup message notifications to get notified in the Kore.ai application when an event occurs in Salesforce.

The following table describes Salesforce tasks that you can integrate with Kore.ai.

TASK TO CONFIGURE THIS TASK…
Add Opportunity to Note In the Perform Task dialog,

  • search for an Opportunity
  • enter a Title
  • optionally enter a Description.

In a space room, you can enter the @salesforce addoppnote Bot command to invoke and configure this task.

Change Lead Status In the Perform Task dialog,

  • search for a Lead
  • and then select a Lead Status.

In a space room, you can enter the @salesforce updtleadstat Bot command to invoke and configure this task.

Change Opportunity Owner In the Perform Task dialog,

  • search for an Opportunity
  • and then select an Owner.

In a space room, you can enter the @salesforce changeoppowner Bot command to invoke and configure this task.

Create Case In the Perform Task dialog,

  • enter a Subject
  • select a Status
  • select an Origin
  • optionally enter a Description
  • optionally select a Type
  • optionally select a Priority.

In a space room, you can enter the @salesforce newcase Bot command to invoke and configure this task.

Create Contact In the Perform Task dialog,

  • enter a Name
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter a Description.

In a space room, you can enter the @salesforce newcontact Bot command to invoke and configure this task.

Create Lead In the Perform Task dialog,

  • enter a Name
  • select a Status
  • enter a Company
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter  a Description.

In a space room, you can enter the @salesforce newlead Bot command to invoke and configure this task.

Create Opportunity In the Perform Task dialog,

  • enter an Opportunity Name
  • select a Closed Date
  • select a Stage
  • optionally select a Type
  • optionally select a Lead Source
  • optionally enter an Amount.

In a space room, you can enter the @salesforce newopp Bot command to invoke and configure this task.

Recently Closed Opportunities In the Perform Task dialog, select Send Opportunities that closed in the last to generate the report.
In a space room, you can enter the  @salesforce getrcopps Bot command to invoke and configure this task.
Update Contact In the Perform Task dialog,

  • search for a Contact
  • optionally enter the Lastname
  • optionally enter the Firstname
  • optionally enter an Email address
  • optionally enter a Phone number
  • optionally enter a Description.

In a space room, you can enter the @salesforce updtcontact Bot command to invoke and configure this task.

Top Opportunities In the Perform Task dialog, enter Number of Opportunities.
In a space room, you can enter the @salesforce gettopopps Bot command to invoke and configure this task.
Update Opportunity  In the Perform Task dialog,

  • search for an Opportunity
  • optionally enter an Amount
  • optionally select a Closed Date
  • optionally select a Stage
  • optionally select a Type.

In a space room, you can enter the @salesforce updtoppstat Bot command to invoke and configure this task.

 

You can setup message notifications to your Kore.ai account using a Salesforce web service. Click , click Get notified when…, and then click one of the following Salesforce web services described in the following table.

TASK TO CONFIGURE THIS TASK…
Case Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Status
    • Priority
    • Click Done to save the filter. For more information, see Setting up Filters. 
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Opportunity Closed Lost In the Setup Task dialog,

  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Opportunity Closed Won In the Setup Task dialog,

  • optionally customize the Task Name
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Opportunity Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Account Name
    • Amount
    • Opportunity Name
    • Owner
    • Click Done to save the filter. For more information, see Setting up Filters. 
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Opportunity Created/Updated over $x In the Setup Task dialog,

  • enter Amount
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section
Lead Updates In the Setup Task dialog,

  • optionally, click the gray box in Filters to setup one or more filters to prevent message notifications for specified criteria. You can filter on one or more of the following:
    • Lead Source
    • Assignee
    • Click Done to save the filter. For more information, see Setting up Filters. 
  • optionally customize the Task Name 
  • optionally customize the Short Description
  • enable or disable Mute task notifications
  • optionally customize the interval for message notifications in the Check for updates… section

 

Next Steps

After Salesforce  is configured as web service, when any of the events occur in Salesforce, a message is displayed on the Bots tab in the Messages section for the Kore.ai account.

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