Salesforce
Overview of the Salesforce 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
How to Add the Book(s)
Go to Books → All Books.
Search for name of the book and click on it.
Click on Install or Add Connection to add the book to your agent.
If adding a connection, you'll be prompted for connectivity details.
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
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.
Username
The username for authentication.
text
Password
The password for authentication.
sensitive
Security Token
The security token for authentication.
sensitive
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