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Manage chatter information using the Salesforce Action block

Overview

With the Salesforce Action Block, you can perform the following actions in Salesforce, all from within your bot:

  • Create a Case

  • Update a Case

  • Delete a Case

  • Lookup a Case

  • Create a Lead

  • Update a Lead

  • Search Contact by Email

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 Settings > Integrations.

  2. Under App Integrations, select Salesforce.

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. Click Save.

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Use the Salesforce Action Block

To use the Salesforce Action block:

  • Drag the block into the appropriate Answer.

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To complete the Salesforce Action Block:

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

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

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

    • If you are using the File Upload block, enter the file data token variable you set in that block. Doing so links the file upload with the chat handoff, so that your bot knows to include the file with the handoff.

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

  5. Select a Fallback Answer, in the event that the request fails.

Have any questions? Contact your Ada team—or email us at help@ada.support.