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Manage customer information using the Salesforce Action block

Overview​

With the Salesforce Action Block, you can perform the following actions in Salesforce:

  • Create a Case

  • Update a Case

  • Delete a Case

  • Lookup a Case

  • Create a Lead

  • Update a Lead

  • Search Contact by Email

note

This feature may not be included with your organization's subscription package. For more information, see Ada's Pricing page, or contact your Ada team.

Before using the Salesforce Action block, you need to configure the integration with Salesforce in your Ada dashboard.

Configure the Salesforce Action Block​

To configure:

  1. On the Ada dashboard, navigate to AI Agent profile > Handoff. Then, on the Integrations tab, beside Salesforce, click Configure.

  2. Paste in your Salesforce username, password, security token (instructions here - if you don't have your security token, you have to reset it to create a new one), and subdomain (instructions here) into the appropriate fields.

  3. Click Save.

Use the Salesforce Action Block​

To use the Salesforce Action block:

  1. Drag the block into the dialog.

  2. Select Action: Select the action you want to perform in Salesforce.

  3. Insert variables that should be passed to mandatory field that has been configured in your Salesforce instance. This is required to create a lead.

  4. In the Select Optional Inputs dropdown, select any other field from Salesforce you want to map Ada variables to, and insert the variables.

  5. In the Save Responses as Variables field, save a variable such as ID or Casenumber.

Have any questions? Contact your Ada team, or email us at .