Guide FloatChat

Floatchat- User Guid

Salesforce

1. Introduction     #

Chatbots are widely used to engage with potential prospects and integrate with customer CRMs to update collected user information in the integrated CRM. floatchat offers a standard out-of-the-box integration with Salesforce, one of the most popular cloud CRM solutions. This integration allows recording leads, service tickets, and inquiry functions.

Please note that Salesforce direct integration is supported only for the following editions:

  1.  Enterprise Edition
  2.  Unlimited Edition
  3.  Developer Edition
  4.  Performance Edition

Direct integration is not currently supported for the following editions:

  1.  Group Edition
  2.  Essentials Edition
  3.  Professional Edition*

1.1 Accessing Salesforce Integration #

To set up Salesforce Integration in floatchat, navigate to Integrations > Cloud Integrations in the workflow. This feature is available to customers on the Business plan or higher.

Once the integration with your Salesforce account is completed, you can access it in Builder > Path of choice. Click on ‘Add Node’ and select Salesforce under Integration nodes.

2. Steps to Configure Salesforce Integration #

2.1 Adding the Salesforce account

  1. Log in to your floatchat account and go to the “Integrations” tab.
  2.  Click on the ‘connect’ button and provide a name for your account. Then click on ‘Authorize’.
  3.  Log in to your Salesforce account and grant the necessary permissions on the authorization page.
  4.  Once completed, you will be redirected to the floatchat portal, and the integration will be reflected on the platform.

2.2 Configuring Salesforce Node #

  1. After authorizing your account, go to Builder > Path of choice.
  2. Click on the ‘Add node’ button and select Salesforce from the integration nodes.
  3. You can either authorize a new account or use a previously authorized account.

2.3 Selecting an Action #

  1.  Once you select your account, you can choose from a list of available actions to be performed on your account.
  2. The available actions include: adding an account, adding a lead, adding an opportunity, adding a case, retrieving a case, and updating a case.   

 

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