Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots
Kore.ai's Approach
Kore.ai Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Kore.ai Platform
How to Access Bot Builder
Working with Kore.ai Bot Builder
Building your first Bot
Getting Started with Building Bots
Using the Dialog Builder Tool
Creating a Simple Bot
Release Notes
Latest Updates
Older Releases
Bot Builder
Creating a Bot
Design
Develop
Dialog Task
Working with User Intent & Dialog Node
Working with Entity Node
Supported Entity Types
Working with Composite Entities
Supported Time Zones
Supported Colors
Supported Company Names
Working with Message & Confirmation Nodes
Working with Service Node
Implementing Custom Authentication
Enabling 2-way SSL for Service nodes
Working with Script Node
Working with Agent Transfer Node
Working with WebHook Node
Defining Connections & Transitions
Managing Dialogs
Prompt Editor
Context Object
Session and Context Variables
Action & Information Task
Working with Action Tasks
Working with Information Tasks
Establishing Flows
Alert Tasks
Working with Alert Tasks
Managing Ignore Words and Field Memory
Knowledge Tasks
Building Knowledge Graph
Importing and Exporting Bot Ontology
Knowledge Extraction
Natural Language
Overview
Machine Learning
ML Model
Fundamental Meaning
Knowledge Graph Training
Traits
Ranking and Resolver
NLP Detection
NLP Settings and Guidelines
Bot Intelligence
Dialog Management
Context Management
Amend Entity
Multi-Intent Detection
Default Conversations
Channel Enablement
Test & Debug
Talking to Bot
Utterance Testing
Batch Testing
Recording Conversations
Publishing your Bot
Analyzing your Bot
Overview
Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
Universal Bots
Defining
Creating
Customizing
Enabling Languages
Smart Bots
Defining
Sample Bots
Github
Asana
Travel Planning
Flight Search
Event Based Bot Actions
Sentiment Analysis
Tone Analysis
Sentiment Management
Bot Settings
Bot Functions
General Settings
PII Settings
Customizing Error Messages
Bot Management
API Guide
API Overview
API List
SDKs
SDK Overview
SDK Configuration
SDK Security
SDK App Registration
Kore.ai Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Using the BotKit SDK
Installing the BotKit SDK
Events for the BotKit SDK
Functions for the BotKit SDK
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Web Socket Connect & RTM
Bot Administration
Bots Admin Console
User Management
Managing Your Users
Managing Your Groups
Role Management
Bots Management
Enrollment
Inviting Users
Sending Bulk Invites to Enroll Users
Importing Users and User Data
Synchronizing Users from Active Directory
Security & Compliance
Overview
Using Single Sign-On
Cloud Connector
Billing
Bot Store
Overview
Creating a Kore.ai Bot Account
Adding a Kore.ai Bot
Choosing a Channel for a Bot
Interacting with a Kore.ai Bot
Setting Up Web Service Alerts
Setting Up RSS Alerts
Setting Up the Kore.ai Webhook Bot
Custom Kore.ai Bots
Bots for your Customers FAQs
Bots for your Workforce FAQs
Adding Bots
Contacting Kore.ai Support
Setting Up Filters
Bot Store Settings
  1. Home
  2. Docs
  3. Bots
  4. Bot Store
  5. Adding Bots
  6. Adding a Salesforce Bot

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.

Menu