Builders can use Josef’s Salesforce integration to automatically create cases and accounts.
This article will inform you of what Salesforce workflows are available and how you can enable the workflow for your bot(s).
Available workflows
Workflow 1 - Create a new contact
Your Josef bot can automatically create a new contact in your Salesforce (Service) account when users interact with your bot(s).
To make sure the name and email of the user pass through to Salesforce, please ensure your bot(s) asks for a name and an email. Please name the messages in your bot accordingly:
- josef_name
- josef_email
Workflow 2 - Create a new case and contact
Your Josef bot can automatically create a new case in your Salesforce Service account with each bot interaction. The integration checks whether the email address provided via the bot already exists as a contact. If the contact exists, the contact information is added to the case. If the contact doesn’t exist, we automatically create a contact before adding a new case.
To make sure the name and email of the user pass through to Salesforce, please ensure your bot(s) asks for a name and an email. Please name the messages in your bot accordingly:
- josef_name
- josef_email
How to enable your Salesforce integration
If you would like a demo or enable your Salesforce integration, please reach out to us at support@joseflegal.com with the following:
- The Salesforce workflow you wish to enable
- Name of your bot(s)
- The account email address your bot(s) sit in
Our team will help you enable the integration and let you know as soon as it’s ready for testing.