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.
![](https://help.amplifyreach.com/wp-content/uploads/2020/08/salesforce_integration_1.png)
- Salesforce Login screen will be shown. Add your Salesforce credentials.
![](https://help.amplifyreach.com/wp-content/uploads/2020/08/salesforce_integration_2.png)
- 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.
![](https://help.amplifyreach.com/wp-content/uploads/2020/08/salesforce_ticket_1.png)
- After successful login, you will get redirected to the following screen.
![](https://help.amplifyreach.com/wp-content/uploads/2020/08/salesforce_ticket_2.png)
- Open the Service app from left side 9 dots and open Contacts.
![](https://help.amplifyreach.com/wp-content/uploads/2020/08/salesforce_ticket_3.png)
![](https://help.amplifyreach.com/wp-content/uploads/2020/08/salesforce_ticket_4.png)
- Click on contact to view the ticket created for that contact.
![](https://help.amplifyreach.com/wp-content/uploads/2020/08/salesforce_ticket_5.png)
- Click on Ticket to see the chat transcript.
![](https://help.amplifyreach.com/wp-content/uploads/2020/08/salesforce_ticket_6.png)