Salesforce

Overview of the Salesforce book.

The following documentation is for Salesforce v1.2.1 (BDK).

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)

1. Go to Books → All Books.

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

3. Click on Install or Add Connection to add the book to your agent.

4. 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

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