Salesforce

Overview of the Salesforce BDK Book.

Overview

Salesforce is the world's leading customer relationship management (CRM) platform for sales and marketing automation. This integration enables automated lead management, opportunity tracking, customer communication, and sales pipeline optimization. Enhance sales productivity and customer relationship management.

Prerequisites

1. Required Books

The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:

• Salesforce (BDK)

How to Add the Book(s)

1. Go to Books from the left navigation menu.

2. Click on + New Book.

3. Search for name of the book and click on it.

4. You'll be prompted for connectivity details if the book requires configuration.

5. Click on Add to finish adding the book to your agent.

6. Publish your agent.

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

Connect using Consumer Key, Consumer Secret and Domain

Connects to a Salesforce instance using the consumer key and consumer secret, following the

Label	Description	Type
Consumer Key	The consumer key for authentication.	sensitive
Consumer Secret	The consumer secret for authentication.	sensitive
Domain	The domain of the Salesforce instance.	text

Connect using Username, Password and Security Token

Connects to a Salesforce instance using username, password and security token.

Label	Description	Type
Username	The username for authentication.	text
Password	The password for authentication.	sensitive
Security Token	The security token for authentication.	sensitive