{"id":50961,"date":"2023-01-21T14:35:44","date_gmt":"2023-01-21T14:35:44","guid":{"rendered":"https:\/\/developer.kore.ai\/v10-2\/?p=50961"},"modified":"2023-05-10T18:40:22","modified_gmt":"2023-05-10T17:40:22","slug":"configuring-the-salesforce-crm-action","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-2\/integrations\/configuring-the-salesforce-crm-action\/","title":{"rendered":"Configuring the Salesforce CRM Action"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"ult-spacer spacer-6ae8ba02c9007\" data-id=\"6ae8ba02c9007\" data-height=\"10\" data-height-mobile=\"10\" data-height-tab=\"10\" data-height-tab-portrait=\"\" data-height-mobile-landscape=\"\" style=\"clear:both;display:block;\"><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p>The XO Platform lets you easily integrate with <a href=\"https:\/\/www.salesforce.com\/in\/?ir=1\" rel=\"noopener noreferrer\" target=\"_blank\">Salesforce CRM<\/a> to power your conversations to create leads, opportunities, and other functions.<\/p>\n<p><b>Watch a Short Video on Salesforce Integrations Actions<\/b><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"ult-spacer spacer-6ae8ba02c90ec\" data-id=\"6ae8ba02c90ec\" data-height=\"10\" data-height-mobile=\"10\" data-height-tab=\"10\" data-height-tab-portrait=\"\" data-height-mobile-landscape=\"\" style=\"clear:both;display:block;\"><\/div><div class=\"w-video ratio_16x9\"><div class=\"w-video-h\"><iframe src=\"\/\/player.vimeo.com\/video\/761445731?portrait=0&amp;color=00adef&byline=0&title=0\" webkitAllowFullScreen mozallowfullscreen allowFullScreen><\/iframe><\/div><\/div><div class=\"ult-spacer spacer-6ae8ba02c920c\" data-id=\"6ae8ba02c920c\" data-height=\"40\" data-height-mobile=\"40\" data-height-tab=\"40\" data-height-tab-portrait=\"\" data-height-mobile-landscape=\"\" style=\"clear:both;display:block;\"><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p><span style=\"font-weight: 400;\">This article explains how to authorize and enable the <strong>Salesforce CRM<\/strong> action and install the pre-built templates.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Authorizations_Supported\"><span style=\"font-weight: 400;\">Authorizations Supported<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The Kore.ai XO Platform supports OAuth 2.0 authentication to allow a Salesforce integration to exchange data. For more information, see <\/span><a href=\"https:\/\/developer.kore.ai\/v10-2\/docs\/bots\/advanced-topics\/authorization\/setting-up-authorization-using-oauth-v2\/\"><span style=\"font-weight: 400;\">Setting Up Authorization Using OAuth v2<\/span><\/a><span style=\"font-weight: 400;\"> article.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The Kore.ai XO Platform supports the following authorization types for the Salesforce CRM integration:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Pre-Authorize the Integration<\/b><span style=\"font-weight: 400;\"> &#8211; To make the integration process smoother for developers and customers, you can pre-authorize it by providing the necessary authorization credentials to obtain the access token.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Allow Users to Authorize the Integration <\/b><span style=\"font-weight: 400;\">\u00a0&#8211; <\/span><span style=\"font-weight: 400;\">This method requires the end user to provide credentials during the conversation for authorization. This authorization process involves requesting permission for Kore.ai&#8217;s Salesforce app to access an access token at runtime.<\/span><\/li>\n<\/ul>\n<p><b>NOTE<\/b><span style=\"font-weight: 400;\">: The Salesforce CRM integration can be authorized only for the <\/span><i><span style=\"font-weight: 400;\">Developer <\/span><\/i><span style=\"font-weight: 400;\">and <\/span><i><span style=\"font-weight: 400;\">Enterprise <\/span><\/i><span style=\"font-weight: 400;\">editions because Rest API integration is enabled for these editions. You cannot authorize Salesforce\u2019s <\/span><i><span style=\"font-weight: 400;\">Trial <\/span><\/i><span style=\"font-weight: 400;\">edition. To learn more about Salesforce account types, see <\/span><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.accounts.htm&amp;type=5\"><span style=\"font-weight: 400;\">Salesforce documentation<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Authorization Type<\/b><\/td>\n<td><b>OAuth &#8211; System<\/b><\/td>\n<td><b>OAuth &#8211; Custom<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Pre-authorize the Integration<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Allow Users to Authorize the Integration<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Enable_the_Salesforce_CRM_Action\"><span style=\"font-weight: 400;\">Step 1: Enable the Salesforce CRM Action\u00a0<\/span><\/span><\/h2>\n<p><b>Prerequisites<\/b><span style=\"font-weight: 400;\">:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before enabling the Salesforce CRM actions, complete the following prerequisites:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create a developer account in the Salesforce CRM and note down login credentials. Use the <\/span><a href=\"https:\/\/help.salesforce.com\/s\/\"><span style=\"font-weight: 400;\">Salesforce CRM\u2019s Help Center<\/span><\/a><span style=\"font-weight: 400;\"> for more information.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Copy the Client ID, Client Secret Key, Authorization URL, and Call back URL and keep them ready to enable the Salesforce CRM integration.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Steps to enable the Salesforce action:<\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to <\/span><b>Build &gt; Integrations <\/b><span style=\"font-weight: 400;\">and select the <\/span><b>Actions <\/b><span style=\"font-weight: 400;\">menu item.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once you click the <\/span><b>Actions <\/b><span style=\"font-weight: 400;\">menu, all integrations are shown in the <\/span><b>Available <\/b><span style=\"font-weight: 400;\">region. Select the <\/span><b>Salesforce <\/b><span style=\"font-weight: 400;\">action<\/span>.<br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134009\/salesforce.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1909\" height=\"886\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134009\/salesforce.png\" alt=\"\" class=\"alignnone size-medium wp-image-52957\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134009\/salesforce.png 1909w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134009\/salesforce-300x139.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134009\/salesforce-1024x475.png 1024w\" sizes=\"auto, (max-width: 1909px) 100vw, 1909px\" \/><\/a><\/li>\n<\/ol>\n<h3><span class=\"ez-toc-section\" id=\"Pre-authorize_the_Integration\"><span style=\"font-weight: 400;\">Pre-authorize the Integration<\/span><\/span><\/h3>\n<p><b>OAuth<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You can authorize the integration using developer credentials. The developer authorization lets you authorize the integration with preconfigured Kore.ai\u2019s app or use the custom authorization profile to let a developer configure the integration.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Steps to authorize a Salesforce action using developer credentials:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to <\/span><b>Build &gt; Integrations <\/b><span style=\"font-weight: 400;\">and select the <\/span><b>Actions <\/b><span style=\"font-weight: 400;\">menu item.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the <\/span><b>Salesforce <\/b><span style=\"font-weight: 400;\">action in the <\/span><b>Available Actions<\/b><span style=\"font-weight: 400;\"> region.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the <\/span><b>Configurations <\/b><span style=\"font-weight: 400;\">dialog, select the <\/span><b>Authorization <\/b><span style=\"font-weight: 400;\">tab\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the following details:<\/span><br \/>\n<strong>Authorization Type<\/strong><span style=\"font-weight: 400;\"> &#8211; Select the <\/span><b>Pre-authorize the Integration<\/b><span style=\"font-weight: 400;\"> option, and then select the <\/span><b><i>OAuth<\/i><\/b> <span style=\"font-weight: 400;\">option.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134415\/salesforce1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1914\" height=\"905\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134415\/salesforce1.png\" alt=\"\" class=\"alignnone size-medium wp-image-52960\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134415\/salesforce1.png 1914w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134415\/salesforce1-300x142.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134415\/salesforce1-1024x484.png 1024w\" sizes=\"auto, (max-width: 1914px) 100vw, 1914px\" \/><\/a><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h4><b>System Authorization<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Pre-authorize Salesforce CRM integration with the necessary authorization credentials to obtain the token to access external services.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the <\/span><b>System <\/b><span style=\"font-weight: 400;\">card to enable the Kore.ai&#8217;s preconfigured Salesforce app and click <\/span><b>Authorize<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134624\/salesforce2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1917\" height=\"914\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134624\/salesforce2.png\" alt=\"\" class=\"alignnone size-medium wp-image-52963\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134624\/salesforce2.png 1917w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134624\/salesforce2-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125134624\/salesforce2-1024x488.png 1024w\" sizes=\"auto, (max-width: 1917px) 100vw, 1917px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Once you click <\/span><b>Authorize<\/b><span style=\"font-weight: 400;\">, you are redirected to \u201clogin.salesfore.com\u201d<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Enter your developer account credentials to successfully connect with your Salesforce Account<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click the <\/span><b>Allow Access<\/b><span style=\"font-weight: 400;\"> button to use Kore.ai\u2019s app to fetch the access token to complete the authorization.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h4><b>Custom Authorization<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Create your own custom authorization profile to obtain an access token and use it to complete integration without using Kore.ai&#8217;s Salesforce app for authorization<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the <\/span><b>Custom <\/b><span style=\"font-weight: 400;\">to enable the custom authorization profile.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click the <\/span><b>Select Authorization<\/b><span style=\"font-weight: 400;\"> drop-down and select the <\/span><b>Create New<\/b><span style=\"font-weight: 400;\"> option.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135136\/salesforce3.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"914\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135136\/salesforce3.png\" alt=\"\" class=\"alignnone size-medium wp-image-52966\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135136\/salesforce3.png 1920w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135136\/salesforce3-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135136\/salesforce3-1024x487.png 1024w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the type of authorization mechanism. For example, select the <\/span><b>OAuth v2 <\/b><span style=\"font-weight: 400;\">option. <\/span><span style=\"font-weight: 400;\">To create custom OAuth profiles, see<\/span><a href=\"https:\/\/developer.kore.ai\/v10-2\/docs\/bots\/advanced-topics\/authorization\/bot-oauthv2-clientcredentials\/\"><span style=\"font-weight: 400;\">Setting Up Authorization Using OAuth v2<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135322\/salesforce4.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1917\" height=\"913\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135322\/salesforce4.png\" alt=\"\" class=\"alignnone size-medium wp-image-52969\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135322\/salesforce4.png 1917w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135322\/salesforce4-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135322\/salesforce4-1024x488.png 1024w\" sizes=\"auto, (max-width: 1917px) 100vw, 1917px\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Enter the following authentication credentials for the OAuth v2 mechanism:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Call back URL<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Identity Provider Name<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Client ID<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Client Secret<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Authorization URL<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Token Request URL<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Scope<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"3\"><span style=\"font-weight: 400;\">Refresh Token URL<\/span><\/li>\n<\/ul>\n<p><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135606\/salesforce5.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"914\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135606\/salesforce5.png\" alt=\"\" class=\"alignnone size-medium wp-image-52972\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135606\/salesforce5.png 1920w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135606\/salesforce5-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135606\/salesforce5-1024x487.png 1024w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click <\/span><b>Save Auth <\/b><span style=\"font-weight: 400;\">to save Authorization Profile<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the new <\/span><b>Authorization Profile,<\/b><span style=\"font-weight: 400;\"> which you created to enable integration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Once click <\/span><b>Authorize<\/b><span style=\"font-weight: 400;\">, you are navigated to \u201clogin.salesfore.com\u201d <\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135846\/salesforce7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"914\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135846\/salesforce7.png\" alt=\"\" class=\"alignnone size-medium wp-image-52975\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135846\/salesforce7.png 1920w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135846\/salesforce7-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125135846\/salesforce7-1024x487.png 1024w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Enter login credentials to successfully connect with your Salesforce Account<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click the <\/span><b>Allow Access<\/b><span style=\"font-weight: 400;\"> button if prompted to let your custom app fetch the access token to complete the authorization.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Once the authorization is successful, you will see a success message.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click <\/span><b>Enable<\/b><span style=\"font-weight: 400;\">. When you configure the action for the first time, the <\/span><b>Integration Successful<\/b><span style=\"font-weight: 400;\">\u00a0 pop-up is displayed.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140040\/salesforce9.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"914\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140040\/salesforce9.png\" alt=\"\" class=\"alignnone size-medium wp-image-52978\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140040\/salesforce9.png 1920w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140040\/salesforce9-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140040\/salesforce9-1024x487.png 1024w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><b>Note<\/b><span style=\"font-weight: 400;\">: You will notice the Salesforce action is moved from <\/span><i><span style=\"font-weight: 400;\">Available <\/span><\/i><span style=\"font-weight: 400;\">to <\/span><i><span style=\"font-weight: 400;\">Configured <\/span><\/i><span style=\"font-weight: 400;\">region.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Allow_End_User_to_Authorize\"><span style=\"font-weight: 400;\">Allow End User to Authorize<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You can authorize the integration at a user level with their login credentials. The user authorization process involves requesting permission for Kore.ai&#8217;s Salesforce app to access an access token at runtime<\/span><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\"> You can also use the custom authorization profile to fetch the access token based on user credentials.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Steps to authorize a Salesforce action at a user level:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to <\/span><b>Build &gt; Integrations <\/b><span style=\"font-weight: 400;\">and select the <\/span><b>Actions <\/b><span style=\"font-weight: 400;\">menu item.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the <\/span><b>Salesforce <\/b><span style=\"font-weight: 400;\">action in the <\/span><b>Available Actions<\/b><span style=\"font-weight: 400;\"> region.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the Configurations dialog, select the <\/span><b>Authorization <\/b><span style=\"font-weight: 400;\">tab\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the following details:\u00a0<\/span><\/li>\n<\/ol>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Authorization Type<\/b><span style=\"font-weight: 400;\"> &#8211; Select the <\/span><b>Allow Users to Authorize the Integration<\/b><span style=\"font-weight: 400;\"> option, and then select <\/span><b><i>OAuth<\/i><\/b> <span style=\"font-weight: 400;\">option.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140639\/salesforce11.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"914\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140639\/salesforce11.png\" alt=\"\" class=\"alignnone size-medium wp-image-52982\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140639\/salesforce11.png 1920w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140639\/salesforce11-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140639\/salesforce11-1024x487.png 1024w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4><b>System Authorization<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">The end user has to provide credentials during the conversation to<\/span> <span style=\"font-weight: 400;\">authorize users for Salesforce CRM integration to obtain the access token.<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the <\/span><b>System <\/b><span style=\"font-weight: 400;\">card to enable the Kore.ai&#8217;s preconfigured Salesforce app.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126055901\/salesforce_auth_new.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1911\" height=\"909\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126055901\/salesforce_auth_new.png\" alt=\"\" class=\"alignnone size-medium wp-image-53004\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126055901\/salesforce_auth_new.png 1911w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126055901\/salesforce_auth_new-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126055901\/salesforce_auth_new-1024x487.png 1024w\" sizes=\"auto, (max-width: 1911px) 100vw, 1911px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Once you click the <\/span><b>Enable <\/b><span style=\"font-weight: 400;\">button, a link is sent to the end user to authorize integration.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click on the link and enter the login credentials to allow the user to authorize the integration.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4><b>Custom Authorization<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Create your own custom authorization profile to obtain an access token and use it to complete integration without using Kore.ai&#8217;s Salesforce app for authorization<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Select the <\/span><b>Custom <\/b><span style=\"font-weight: 400;\">to enable the custom authorization profile.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Click the <\/span><b>Select Authorization<\/b><span style=\"font-weight: 400;\"> drop-down and select the <\/span><b>Create New<\/b><span style=\"font-weight: 400;\"> option. Follow the instructions in the <\/span><a href=\"https:\/\/developer.kore.ai\/v10-2\/integrations\/configuring-the-salesforce-crm-action\/#Pre-authorize_the_Integration\">Custom Authorization <\/a><span style=\"font-weight: 400;\"> section.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">You can also select an existing authorization profile as shown below:<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060229\/salesforce13.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"914\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060229\/salesforce13.png\" alt=\"\" class=\"alignnone size-medium wp-image-53010\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060229\/salesforce13.png 1920w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060229\/salesforce13-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060229\/salesforce13-1024x487.png 1024w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Once you click the <\/span><b>Enable<\/b><span style=\"font-weight: 400;\"> button, the user will see the authorize option during the runtime execution.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060427\/salesforce15.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"914\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060427\/salesforce15.png\" alt=\"\" class=\"alignnone size-medium wp-image-53013\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060427\/salesforce15.png 1920w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060427\/salesforce15-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060427\/salesforce15-1024x487.png 1024w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Install_the_Salesforce_Action_Templates\"><span style=\"font-weight: 400;\">Step 2: Install the Salesforce Action Templates<\/span><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Once you have configured a Salesforce CRM Integration, you can explore and install action templates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Steps to install action templates:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">On the Integration Successful dialog, click the <\/span><b>Explore Templates<\/b><span style=\"font-weight: 400;\"> button to view the templates.<\/span><a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140040\/salesforce9.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"914\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140040\/salesforce9.png\" alt=\"\" class=\"alignnone size-medium wp-image-52978\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140040\/salesforce9.png 1920w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140040\/salesforce9-300x143.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230125140040\/salesforce9-1024x487.png 1024w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/a><\/li>\n<li><span style=\"font-weight: 400;\">In the Integration Templates dialog, click the <\/span><b>Install <\/b><span style=\"font-weight: 400;\">button to begin the installation.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060758\/salesforce10.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1908\" height=\"898\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060758\/salesforce10.png\" alt=\"\" class=\"alignnone size-medium wp-image-53016\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060758\/salesforce10.png 1908w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060758\/salesforce10-300x141.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060758\/salesforce10-1024x482.png 1024w\" sizes=\"auto, (max-width: 1908px) 100vw, 1908px\" \/><\/a><\/li>\n<li><span style=\"font-weight: 400;\">Once the template is installed, click the <\/span><b>Go to Dialog<\/b><span style=\"font-weight: 400;\"> button to open the dialog task.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Once all templates are installed, a dialog task for each template is auto-created.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060953\/salesforce16.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1895\" height=\"895\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060953\/salesforce16.png\" alt=\"\" class=\"alignnone size-medium wp-image-53019\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060953\/salesforce16.png 1895w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060953\/salesforce16-300x142.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126060953\/salesforce16-1024x484.png 1024w\" sizes=\"auto, (max-width: 1895px) 100vw, 1895px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can also select the desired dialog task from the templates and click <\/span><b>Proceed<\/b><span style=\"font-weight: 400;\">. For example, select the <\/span><b>Create a Lead <\/b><span style=\"font-weight: 400;\">task.<\/span><br \/>\n<a ref=\"magnificPopup\" href=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126061217\/salesforce18.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1199\" height=\"915\" src=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126061217\/salesforce18.png\" alt=\"\" class=\"alignnone size-medium wp-image-53022\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126061217\/salesforce18.png 1199w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126061217\/salesforce18-300x229.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-2\/wp-content\/uploads\/sites\/45\/20230126061217\/salesforce18-1024x781.png 1024w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once you click <\/span><b>Proceed<\/b><span style=\"font-weight: 400;\">, the dialog task is auto-created and the canvas opens with all required entity nodes, service nodes, and message scripts.<\/span><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"ult-spacer spacer-6ae8ba02c9fbd\" data-id=\"6ae8ba02c9fbd\" data-height=\"12\" data-height-mobile=\"12\" data-height-tab=\"12\" data-height-tab-portrait=\"\" data-height-mobile-landscape=\"\" style=\"clear:both;display:block;\"><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"The XO Platform lets you easily integrate with Salesforce CRM to power your conversations to create leads, opportunities, and other functions. Watch a Short Video on Salesforce Integrations Actions This article explains how to authorize and enable the Salesforce CRM action and install the pre-built templates. Authorizations Supported The Kore.ai XO Platform supports OAuth 2.0...","protected":false},"author":17,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[201],"tags":[],"class_list":["post-50961","post","type-post","status-publish","format-standard","hentry","category-integrations"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/posts\/50961","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/comments?post=50961"}],"version-history":[{"count":14,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/posts\/50961\/revisions"}],"predecessor-version":[{"id":56899,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/posts\/50961\/revisions\/56899"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/media?parent=50961"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/categories?post=50961"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-2\/wp-json\/wp\/v2\/tags?post=50961"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}