Integrating Chatbot with Salesforce

Setting Up Salesforce

To integrate Salesforce with AmplifyReach Chatbot Platform

  • Goto AmplifyReach Dashboard -> CRMs -> Salesforce.
  • Goto Configuration tab.
  • Click “Connect to Salesforce” button.
  • Salesforce Login screen will be shown. Add your Salesforce credentials. 
  • Your integration is completed at this step. You will be able to see chats and contacts in your Salesforce Account.

How to view Tickets

  • Login to your Salesforce account.
  • After successful login, you will get redirected to the following screen.
  • Open the Service app from left side 9 dots and open Contacts.
  • Click on contact to view the ticket created for that contact.
  • Click on Ticket to see the chat transcript.