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.