Docs
DashboardRelease Notes
  • What is DeepConverse?
  • Chatbots
    • Basics
      • Building chatbot intents
      • Intent action responses
      • Chatbot Persistence mode
      • Publishing changes
    • Advanced Functionality
      • Connection Override
      • User Identity Verification
      • Announcements
      • Channel Specific Functionality
        • Zendesk Sunshine Conversations
          • How to handle image and file uploads in Zendesk Sunshine Conversations?
        • Zendesk Chat (Classic)
          • How to handoff conversations to Zendesk Chat (Classic) ?
        • Calendly
    • Branding
    • Deploy
      • Chatbot Versioning
      • iOS SDK
        • iOS (Custom Webview)
      • Android SDK
      • Adding widget to your Zendesk Help Center
      • Adding widget to your website
      • Custom Initialization and Passing Metadata
      • Open chatbot via Javascript
      • Adding widget to your Shopify Store
        • Adding the widget to Shopify via the Theme editor embed block
    • Localization
    • Customizations
      • Adding a link to your Privacy Policy in Chatbot window
  • Voice Bot
    • Getting Started with Voice Bots
    • Voice Bot Architecture
    • Supported use cases for Voice Bot
    • Setup and Configuration
  • Ticket Automation
    • Setup Zendesk email and ticket automation
  • Guides
    • Building Guides
    • Guide Theme Customization
    • Embedding Guides on your website
    • Embedding Guides in Chatbots
    • How to copy Guides across sites
  • Conversational Flow Builder
    • What is the Conversation Flow Builder?
    • Assign Parameters in Conversations
      • Predefined Parameters
    • How to use Rules in Conversations
    • Conversation Blocks
      • Question
      • Salesforce Blocks
        • Agent Availability Block
        • Live Agent Handover
      • Guide Blocks
        • Guide Step (Guide Flow)
        • Solved Block
        • Unsolved Block
        • Guide (Chatbot)
      • HTTP Request
      • Client Events
      • Policy
      • Zendesk Sunshine Conversations Handoff (In Widget)
    • Data Tables
      • How to read or search data from Data Tables?
  • Analytics
    • Chatbot Analytics
    • Viewing Chat Conversations
    • Message Viewer
    • Integrating with Google Analytics
    • Export API
      • Conversations Endpoint
      • Messages Endpoint
  • Integrations
    • Supported Integrations
      • Zendesk
      • Zendesk Sunshine Conversations
      • Salesforce
      • Gorgias
  • Account
    • Adding Users
    • Permissions and Roles
    • Multiple Sites
  • Security
    • DeepConverse Public IPs
    • Subprocessors
    • Data Request Policy
    • Technical and Organizational Security Measures
    • Reporting Security Vulnerabilities
      • Log4Shell Vulnerability
    • Generative AI - Technical Security Measures
  • Support
    • Contacting Support
    • Service Levels and Response Times
    • Platform Stability
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  1. Integrations
  2. Supported Integrations

Salesforce

PreviousZendesk Sunshine ConversationsNextGorgias

Last updated 1 year ago

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You can create a connection with Salesforce from DeepConverse has a Connected App that allows us to connect to your Salesforce Org using OAuth2. We can connect to both Sandbox and Production Orgs.

  1. Navigate to the Account section.

  2. Click on Add Connection to add the connection

  3. Select SALESFORCE connector

  4. Provide the connection name

  5. Select Authorization Type as OAuth2

  6. Click on Link Account

7. Login with your Salesforce account credentials

8. Allow access for permissions

9. Click on Test Connection to test the response of your connection.

Admin Dashboard.