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Salesforce

Introduction​

Integrating Salesforce with your BotDojo account enables you to leverage Salesforce's powerful CRM capabilities within your BotDojo workflows.

This guide provides a step-by-step walkthrough to connect Salesforce with your BotDojo account through OAuth integration, ensuring a seamless setup process. Follow each step carefully to ensure successful integration.

Prerequisites​

Before you begin, ensure you have the following:

  • Salesforce Account: Admin access to your Salesforce organization.
  • BotDojo Account: Access to your BotDojo account.
  • HTTPS Callback URL: You'll need this from your BotDojo application (provided below).

Creating a Connected App in Salesforce​

Follow these steps to create a Connected App in Salesforce that will allow BotDojo to connect securely.

Step 1: Initial Navigation​

  1. Access Setup
    • Log in to your Salesforce account.
    • Click on the gear icon in the top-right corner.
  • A dropdown will appear, click on Setup from it
  1. Create New Connected App
    • On the Setup screen in the left-side panel, under Platform Tools, click on Apps.
  • An expanded list will appear, select App Manager from that list. Then, in the App Manager screen, click on the New Connected App button in the top-right corner.

Step 2: Choose App Type​

  • When prompted, select Create a Connected App from the dialog box and click Continue.

Step 3: Set up New Connected App​

  1. Enter Setup Information
    • Connected App Name: Enter a meaningful name (e.g., "BotDojo Integration").
    • API Name: This will auto-generate based on your app name, but you can modify it if needed.
    • Contact Email: Enter your email address or your support team's email.
    • Contact Phone (optional): Enter a contact phone number.
    • Logo Image URL (optional): Must use HTTPS if provided.
    • Description (optional): Describe the purpose of this integration.

Step 4: Configure OAuth Settings​

  1. Enable OAuth Settings
    • In the API section, check the Enable OAuth Settings box.
  • Enter your Callback URL: Use https://app.botdojo.com/integrations/salesforce/oauth_redirect.
  • Select the following OAuth scopes:
    • Full access (full)
    • Perform requests at any time (refresh_token, offline_access)
    • Manage user data via APIs (api)
  • Uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
  • Check Require Secret for Web Server Flow
  • Check Require Secret for Refresh Token Flow
  • Check Enable Client Credentials Flow
    • Read and acknowledge the security warning that appears.
    • This setting is crucial as it allows for server-to-server integration without user interaction.
  • Click Save to apply these settings.

Step 5: Select Execution User​

  1. Configure Run As User

    • After saving, click Manage on the connected app.
    • Click Edit Policies.
    • Under Client Credentials Flow, use the lookup icon to select a Run As user.
    • Select a user. For Enterprise Edition, it's recommended to select a user with "API Only User" permission.
    • The selected user's permissions will determine what the connected app can access in Salesforce.
    • Once you've selected your user, click Save.

Step 6: Access Consumer Key and Secret​

  1. Retrieve Authentication Credentials

    • In the left-side panel, under Platform Tools, click on Apps.
    • An expanded list will appear, select App Manager from that list.
    • Find the app you just created.
    • On the right, click the dropdown and select View.
    • On the next page, click on Manage Consumer Details button under API settings.
    • Now you'll be able to view the Consumer Key and Consumer Secret is only shown once when first created, so be sure to copy it.
    • Store these credentials securely as they will be used for authentication with BotDojo.
    • If needed, you can rotate these credentials later using the "Rotate Consumer Key and Secret" option.

Step 7: Get Your Salesforce Domain​

  1. Get Your Salesforce Domain
  • Click on your avatar in the top-right corner of your Salesforce account.
  • Copy the subdomain portion right below your username (everything before .my.salesforce.com).

For example:

  • Full URL: botdojo-dev-ed.develop.my.salesforce.com
  • Subdomain to copy: botdojo-dev-ed.develop

Note: You'll need this subdomain when connecting Salesforce to BotDojo.

Connecting Salesforce to Your BotDojo Account​

Now that you have your Salesforce Connected App credentials, you can connect Salesforce to your BotDojo account.

Step 1: Access Salesforce Integration in BotDojo​

  1. Log in to BotDojo

    • Go to your BotDojo account dashboard.

  2. Navigate to Integrations

    • On the left sidebar panel, click on the Integrations option.

Step 2: Connect Salesforce Integration​

  1. Initiate Salesforce Connection

    • In the Integrations page, locate the Salesforce integration.

    • Click on the Connect button associated with Salesforce.

  2. Enter Salesforce Credentials

    • A Salesforce Integration dialog box will appear.
    • Paste your previously copied Consumer Key and Consumer Secret in place of Client ID and Client Secret respectively.
    • Enter your Salesforce Domain (the portion of the URL of your Salesforce instance).
    • Click the Connect button to establish the connection.

Now you have successfully connected Salesforce with your BotDojo account.

Using Salesforce in BotDojo Document loaders​

Once connected, you can use Salesforce data within your BotDojo account.

  1. Navigate to Loaders

    • Navigate to the Loaders section under Knowledge.
    • Click on the Create Loader button

  2. Create Salesforce Document Loader

    • A dialog box will appear, Select Salesforce from the document source options.

  3. Configure your Salesforce Document Loader

    • A dialog box will appear. Select Salesforce from the options.
    • Configure the document loader according to your need and fill in the required basic information:
      • Name: Name for your document loader.
      • SOQL Query:Your Salesforce SOQL that will fetch the documents from your Salesforce account.
      • Keep Previous Records: This setting determines how document updates are handled:
        • When checked: New records are added while existing records are preserved
        • When unchecked: All existing records are replaced with the latest query results
      • Destination Folder: Your BotDojo folder where you want your documents to be saved.
      • Update Schedule: A dropdown that let you set a scheduler on your document loader for it to auto-run.
    Important

    After typing your SOQL, click on the "Test Query" button to verify if your query is correct or not.

    Finally, Click on the Save button.

Conclusion​

Congratulations! You've successfully integrated Salesforce with your BotDojo account. Now BotDojo can securely access and manipulate Salesforce data in you, enabling powerful automation workflows between the two platforms.