{"id":300537,"date":"2026-03-29T05:26:34","date_gmt":"2026-03-29T05:26:34","guid":{"rendered":"https:\/\/www.revechat.com\/?post_type=help-center&#038;p=300537"},"modified":"2026-04-29T06:40:04","modified_gmt":"2026-04-29T06:40:04","slug":"salesforce","status":"publish","type":"help-center","link":"https:\/\/www.revechat.com\/help-center\/salesforce\/","title":{"rendered":"Salesforce"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p>Firstly, you have to integrate Salesforce with REVE Chat to use the Salesforce Bot action. To integrate Salesforce &#8211;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>You have to go to the integration section and then have to integrate salesforce.<img data-dominant-color=\"ebeef2\" data-has-transparency=\"false\" decoding=\"async\" width=\"600\" height=\"288\" class=\"not-transparent wp-image-300538\" style=\"--dominant-color: #ebeef2; width: 600px;\" src=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce-1.webp\" alt=\"\" srcset=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce-1.webp 1900w, https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce-1-300x144.webp 300w, https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce-1-1024x492.webp 1024w, https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce-1-768x369.webp 768w, https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce-1-1536x738.webp 1536w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/li>\n\n\n\n<li>Then you should click connect. After your successful Salesforce login, the Salesforce bot Action is integrated.                        <img data-dominant-color=\"eaeff4\" data-has-transparency=\"false\" decoding=\"async\" width=\"600\" height=\"323\" class=\"not-transparent wp-image-300539\" style=\"--dominant-color: #eaeff4; width: 600px;\" src=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce2.webp\" alt=\"\" srcset=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce2.webp 1653w, https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce2-300x162.webp 300w, https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce2-1024x551.webp 1024w, https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce2-768x414.webp 768w, https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce2-1536x827.webp 1536w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/li>\n\n\n\n<li>If you want to collect the chat transcript, then you can select the corresponding chat transcript and can select either Lead or Account and click Save. This portion is basically for live chat.<img data-dominant-color=\"e8ecf3\" data-has-transparency=\"false\" decoding=\"async\" width=\"500\" height=\"663\" class=\"not-transparent wp-image-300540\" style=\"--dominant-color: #e8ecf3; width: 500px;\" src=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce3.webp\" alt=\"\" srcset=\"https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce3.webp 495w, https:\/\/www.revechat.com\/wp-content\/uploads\/2026\/03\/Salesforce3-226x300.webp 226w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Firstly, you have to integrate Salesforce with REVE Chat to use the Salesforce Bot action. To integrate Salesforce &#8211;<\/p>\n","protected":false},"author":36,"featured_media":0,"menu_order":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"help_center_type":[1878],"class_list":["post-300537","help-center","type-help-center","status-publish","hentry","help_center_type-crm-integration"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center\/300537","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":2,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center\/300537\/revisions"}],"predecessor-version":[{"id":302872,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center\/300537\/revisions\/302872"}],"wp:attachment":[{"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/media?parent=300537"}],"wp:term":[{"taxonomy":"help_center_type","embeddable":true,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help_center_type?post=300537"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}