Integrate Your Bot with Service Cloud

This section provides a detailed, step-by-step guide for setting up and integrating your external chatbot with Salesforce Service Cloud using the Bring Your Own Bot (BYOB) feature.

To integrate your bot with Salesforce.

• Step 1: Create an External Client App and Configure Policies
• Step 2: Generate an Access Token
• Step 3: Create a Platform Event and Assign Permissions
• Step 4: Create Entity Records
• Step 5: Configure Salesforce Flow with RouteWork Action
• Step 6: Configure Messaging Channel

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Get Started

Release Notes

Integrate Your Bot with Service Cloud

Step 1: Create an External Client App and Configure Policies

Step 2: Generate an Access Token

Step 3: Create a Platform Event and Assign Permissions

Step 4: Create Entity Records

Step 5: Configure Salesforce Flow with RouteWork Action

Step 6: Configure Messaging Channel

Set Up the Demo Connector

Test the Interaction Service APIs

Interaction Service API Guide