Using the Salesforce CRM Action Templates

Back to Actions Integrations

Use prebuilt Salesforce CRM action templates to auto-create dialog tasks for managing leads and opportunities.

To access templates:

1. Go to Automation AI > Use Cases > Dialogs and click Create a Dialog Task.

2. Under Integration, select Salesforce.

   

3. If no integration is configured, click Explore Integrations to set one up. See Actions Overview.

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Supported Actions

Task	Description	Method
Create a Lead	Creates a new marketing lead in the CRM.	POST
Create an Opportunity	Creates a new opportunity in the CRM.	POST
Update a Lead	Updates the lead with changes.	PATCH
View a Lead By ID	Retrieves the lead details.	GET
List All Leads	Retrieves all leads from the CRM.	GET
Search Leads	Searches all leads that match a keyword.	GET
Delete a Lead	Deletes a lead.	DELETE

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Create a Lead

1. Install the template from Salesforce Action Templates.

2. The Create a Lead dialog task is added with the following components:

   

   • Createlead – User intent to create a lead.

   • firstName, lastName, companyName – Entity nodes for lead details.

   • CreateLeadService – Bot action service to create a lead. Click Edit Request:

     

     Sample Request:

     {
       "attributes": {"type": "Lead"},
       "LastName": "Doe",
       "FirstName": "John",
       "Company": "ABC",
       "MobilePhone": "93445667xx",
       "Status": "Open - Not Contacted",
       "OwnerId": "0055g00000ECRvPAAX",
       "IsConverted": false
     }
     

     Click +Add Response:

     

     Sample Response:

     {
       "id": "00Q5g00000DZ0d4EAD",
       "success": true,
       "errors": []
     }
     

   • subDomainService – Bot action service to fetch subdomain.

     

   • createLeadMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test:

   

4. Enter lead details when prompted:

   

5. The new lead is created in Salesforce CRM:

   

6. Click View Lead to see lead details:

   

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Update a Lead

1. Install the template from Salesforce Action Templates.

2. The Update a Lead dialog task is added with the following components:

   

   • Update lead – User intent to update a lead.

   • Id, AskOptions, LeadStatus, Title, MobilePhone – Entity nodes for update details.

   • updateLeadScript – Bot action script to update a lead.

     

   • updateLeadService – Bot action service to update a lead.

   • subDomainService – Bot action service to fetch subdomain.

   • updateLeadMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test. After entering lead details, the lead is updated in Salesforce CRM. Click View Lead to see updated details:

   

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Delete a Lead

1. Install the template from Salesforce Action Templates.

2. The Delete Lead dialog task is added with the following components:

   

   • Delete Lead – User intent to delete a lead.

   • ID – Entity node for the lead ID.

   • deleteLeadService – Bot action service to delete a lead.

     

   • deleteLeadMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test:

   

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List All Leads

1. Install the template from Salesforce Action Templates.

2. The List All Leads dialog task is added with the following components:

   

   • List All Lead – User intent to list all leads.

   • listAllLeadsService – Bot action service to fetch all leads. Click +Add Response:

     

   • subDomainService – Bot action service to fetch subdomain.

   • listAllLeadsMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test:

   

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View a Lead By ID

1. Install the template from Salesforce Action Templates.

2. The View Lead by Id dialog task is added with the following components:

   

   • View Lead by Id – User intent to view a lead by ID.

   • ID – Entity node for the lead ID.

   • viewLeadbyIdService – Bot action service to view a lead by ID. Click +Add Response:

     

   • subDomainService – Bot action service to fetch subdomain.

   • viewLeadbyIdMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test:

   

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Search Leads

1. Install the template from Salesforce Action Templates.

2. The Search Leads dialog task is added with the following components:

   

   • Search Leads – User intent to search leads.

   • Keyword – Entity node for search keywords.

   • searchLeadsService – Bot action service to search leads. Click +Add Response:

     

   • subDomainService – Bot action service to fetch subdomain.

   • searchLeadsMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test:

   

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Create an Opportunity

1. Install the template from Salesforce Action Templates.

2. The Create Opportunity dialog task is added with the following components:

   

   • Create Opportunity – User intent to create an opportunity.

   • Opportunity Name, Closed Date, Stage of Opportunity – Entity nodes for opportunity details.

   • CreateOpportunityService – Bot action service to create an opportunity. Click Edit Request:

     

     Sample Request:

     {
       "attributes": {"type": "Opportunity"},
       "Name": "Project Charlie",
       "CloseDate": "2022-08-31",
       "StageName": "Prospecting"
     }
     

     Click +Add Response:

     

     Sample Response:

     {
       "id": "0065g00000O4bgDAAR",
       "success": true,
       "errors": []
     }
     

   • subDomainService – Bot action service to add subdomain.

   • createOpportunityMessage – Message node to display responses.

3. Click Train, then Talk to Bot to test:

   

4. Click the Chevron icon to expand the new opportunity:

   

5. Click View Opportunity to see opportunity details in Salesforce CRM: