{"id":271486,"date":"2025-07-21T04:44:40","date_gmt":"2025-07-21T04:44:40","guid":{"rendered":"https:\/\/www.revechat.com\/?post_type=help-center&#038;p=271486"},"modified":"2026-04-29T07:01:13","modified_gmt":"2026-04-29T07:01:13","slug":"salesforce-bot-action-manual","status":"publish","type":"help-center","link":"https:\/\/www.revechat.com\/help-center\/salesforce-bot-action-manual\/","title":{"rendered":"Salesforce Bot Action Manual"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>Integrating your CRM with REVE Chat ensures effortless access to customer information during every interaction. With this integration, businesses can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Instantly transfer chat transcripts (from both live agents and bots) to the CRM.<\/li>\n\n\n\n<li>Automatically create leads or accounts the moment a customer reaches out.<\/li>\n\n\n\n<li>Update or modify existing leads or customer accounts directly through chatbot interactions. <\/li>\n<\/ul>\n\n\n\n<p>Let&#8217;s dive deep on how to use the advanced salesforce action.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eceff2\" data-has-transparency=\"true\" style=\"--dominant-color: #eceff2;\" decoding=\"async\" width=\"1024\" height=\"505\" src=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/image-21-1024x505.png\" alt=\"\" class=\"has-transparency wp-image-271503\" srcset=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/image-21-1024x505.png 1024w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/image-21-300x148.png 300w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/image-21-768x379.png 768w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/image-21-1536x758.png 1536w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/image-21.png 1908w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">How to use the Salesforce action<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>After clicking sales force action a pop-up will appear. From there you have to select between events like create new account, create new lead or update an account contact. <img data-dominant-color=\"a5a7a7\" data-has-transparency=\"true\" decoding=\"async\" width=\"900\" height=\"452\" class=\"has-transparency wp-image-271504\" style=\"--dominant-color: #a5a7a7; width: 900px;\" src=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action.png\" alt=\"\" srcset=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action.png 1867w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action-300x151.png 300w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action-1024x514.png 1024w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action-768x385.png 768w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action-1536x771.png 1536w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/li>\n\n\n\n<li>Depending on the event selected, mandatory fields will be available that the user must fill up. Users can select system or custom attribute to populate these fields. <img data-dominant-color=\"f6f5f5\" data-has-transparency=\"false\" decoding=\"async\" width=\"900\" height=\"452\" class=\"not-transparent wp-image-271505\" style=\"--dominant-color: #f6f5f5; width: 900px;\" src=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action_2.png\" alt=\"\" srcset=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action_2.png 1024w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action_2-300x151.png 300w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action_2-768x386.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/li>\n\n\n\n<li>If the user wants to fill optional fields, he needs to simply click the &#8221; Add Fields&#8221; button. Users can search the input field by name or simply scrolling through the list (sales force&#8217;s field name). Next as the value, users can either select an attribute or provide a static value as input. <img data-dominant-color=\"f3f5f1\" data-has-transparency=\"true\" decoding=\"async\" width=\"900\" height=\"1075\" class=\"has-transparency wp-image-271508\" style=\"--dominant-color: #f3f5f1; width: 900px;\" src=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action3.png\" alt=\"\" srcset=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action3.png 524w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action3-251x300.png 251w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/li>\n\n\n\n<li>For any update event, users need to provide the field data to match with the customer&#8217;s information with the existing data at the CRM to locate the customer. <img data-dominant-color=\"f1f6f0\" data-has-transparency=\"true\" decoding=\"async\" width=\"900\" height=\"888\" class=\"has-transparency wp-image-271521\" style=\"--dominant-color: #f1f6f0; width: 900px;\" src=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action4.png\" alt=\"\" srcset=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action4.png 533w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action4-300x296.png 300w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/li>\n\n\n\n<li>Lastly users have to provide the data they want to update by clicking the add button. Select a field from the drop down and provide an attribute or a value if users want to add a static data. <img data-dominant-color=\"eff4ee\" data-has-transparency=\"true\" decoding=\"async\" width=\"900\" height=\"878\" class=\"has-transparency wp-image-271522\" style=\"--dominant-color: #eff4ee; width: 900px;\" src=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action5.png\" alt=\"\" srcset=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action5.png 525w, https:\/\/www.revechat.com\/wp-content\/uploads\/2025\/07\/Salesforce-Action5-300x293.png 300w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/li>\n<\/ol>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Integrating your CRM with REVE Chat ensures effortless access to customer information during every interaction. With this integration, businesses can: Let&#8217;s dive deep on how to use the advanced salesforce action. How to use the Salesforce action<\/p>\n","protected":false},"author":36,"featured_media":0,"menu_order":54,"template":"","meta":{"_acf_changed":false,"footnotes":""},"help_center_type":[1829],"class_list":["post-271486","help-center","type-help-center","status-publish","hentry","help_center_type-advanced-action"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center\/271486","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center"}],"about":[{"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/types\/help-center"}],"author":[{"embeddable":true,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/users\/36"}],"version-history":[{"count":4,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center\/271486\/revisions"}],"predecessor-version":[{"id":302948,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center\/271486\/revisions\/302948"}],"wp:attachment":[{"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/media?parent=271486"}],"wp:term":[{"taxonomy":"help_center_type","embeddable":true,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help_center_type?post=271486"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}