{"id":51997,"date":"2023-01-21T15:07:09","date_gmt":"2023-01-21T15:07:09","guid":{"rendered":"https:\/\/developer.kore.ai\/v10-1\/?p=51997"},"modified":"2023-03-09T15:07:04","modified_gmt":"2023-03-09T15:07:04","slug":"using-the-salesforce-crm-action-templates","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/integrations\/using-the-salesforce-crm-action-templates\/","title":{"rendered":"Using the Salesforce CRM Action Templates"},"content":{"rendered":"

You can use the <\/span>Prebuilt Action Templates <\/b>from your Salesforce integration to auto create dialog tasks and test them using the <\/span>Talk to Bot<\/b> option.<\/span><\/p>\n

Steps to create a dialog task using Salesforce action templates:<\/span><\/p>\n

    \n
  1. Go to <\/span>Build > Conversation Skills <\/b>and then click the <\/span>Dialog Tasks<\/b>.<\/span><\/li>\n
  2. Click the <\/span>Create a Dialog Task<\/b> to create a new task.<\/span>
    \"\"<\/a><\/li>\n
  3. On the Dialog Task pop-up, under the <\/span>Integration<\/b>, select the <\/span>Salesforce <\/b>option to view the action templates.<\/span>
    \"\"<\/a>Note<\/b>:
    If you have not configured any integration for your virtual assistant, you will see the <\/span>Explore Integrations<\/b> option. Once you click this option, you will be redirected to the <\/span>Actions <\/b>page to configure an integration for your VA. For more information, see <\/span>    Actions Overview<\/span><\/a>.<\/span>
    \"\"<\/a><\/li>\n<\/ol>\n

    Salesforce CRM Actions\u00a0<\/span><\/span><\/h2>\n

    The following Salesforce CRM actions are supported in this release:<\/span><\/p>\n\n\n\n\n\n\n\n\n\n\n
    Supported Actions<\/b><\/td>\nDescription<\/b><\/td>\nMethod<\/b><\/td>\n<\/tr>\n
    Create a Lead<\/span><\/td>\nCreates a new marketing lead in the CRM.<\/span><\/td>\nPOST<\/span><\/td>\n<\/tr>\n
    Create an Opportunity<\/span><\/td>\nCreates a new opportunity in the CRM.<\/span><\/td>\nPOST<\/span><\/td>\n<\/tr>\n
    Update a Lead<\/span><\/td>\nUpdates the lead with changes<\/span><\/td>\nPATCH<\/span><\/td>\n<\/tr>\n
    View a Lead By ID<\/span><\/td>\nRetrieves the lead details.<\/span><\/td>\nGET<\/span><\/td>\n<\/tr>\n
    List All Leads<\/span><\/td>\nRetrieves all leads from the CRM<\/span><\/td>\nGET<\/span><\/td>\n<\/tr>\n
    Search Leads<\/span><\/td>\nSearches all leads that matches with the keyword<\/span><\/td>\nGET<\/span><\/td>\n<\/tr>\n
    Delete a Lead<\/span><\/td>\nDeletes a lead<\/span><\/td>\nDELETE<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Create a Lead<\/b><\/span><\/h3>\n

    Steps to create a new lead in the Salesforce CRM:<\/span><\/p>\n

      \n
    1. Refer to the Installing the Salesforce CRM Action Templates<\/a> section to install this template.<\/span><\/li>\n
    2. The Create a Lead<\/i> dialog task is added with the following components:<\/li>\n