Salesforce Bot Action Manual

After clicking the Salesforce action, you will see your Salesforce account id. Then you have to choose an event like create new event or update an event etc. Explaining one by one:

Create Event

1. You have to choose an event like create new account or create new lead or create new contact.

1. For instance, Create New Lead is chosen here. Here the salesforce field can be filled by manually or chosen from attributes. Some Salesforce fields are mandatory according to Salesforce Standard Object.

1. You can do mapping on Extra Field. Here the field names are the Salesforce field, and the values are the data by which you want to fill up the corresponding field. You can fill it by manually or by attributes.

Update Event

To update an event, you must have to configure a condition upon the field to obtain and then setting the field values to update. For instance, you are selecting Update a Lead event then you must have to configure a condition upon the field to obtain and set the field values to update. The condition checks over contains or exact match and the update field values works in a mapping way. Here, Field Names are the field of Salesforce and Values are the data by which you want to fill up the corresponding field. You can fill it by manually or by attributes.