Salesforce helps users create and keep track of new opportunities, contacts, and tasks. Now you can do so directly within Webex App using the new Salesforce bot.
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Examples of Cisco-developed bots in use. |
Bots in Webex App
Bots can help to extend the functionality of Webex App to include a third-party app. You can add bots to Webex App spaces and interact directly with the third-party app from the space. When you've added the bot to the space, you can send
ahelpmessage to the bot and the response includes the commands that the bot supports.
You can add a bot to any type of space; add a bot to your project space with other people and interact directly with the third-party app from your space. Or you can create a space with just you and the bot to interact with the third-party app.
The Webex App Hub contains a catalog of bots and apps developed by Cisco and third-party developers.
Cards in Webex App
Bots present information within Webex App in various ways. Using cards makes it easier for users to interact directly with the bot’s response to a command. You can select from drop-down menus, use buttons, and even use text fields to update and gather information.
For more information on the cards framework, see https://developer.webex.com/blog/new-buttons-cards.
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Report any issues on the bot with cards to devsupport@webex.com. |
You can add the Salesforce bot to any Webex App space or interact with it in a space.
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Your Salesforce administrator must first authorize Webex App to access your Salesforce instance before you can start linking your Salesforce account and use the bot to manage notifications or create opportunities. |
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Go to Spaces
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Go to People, click Add people
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Enter |
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Click Link Account and add your Salesforce account information. When your Salesforce account is linked, in the space with the bot, enter |
and choose a space to add the Salesforce bot.
, and enter the Salesforce bot name:
You can create new notifications or manage existing notifications for actions in Salesforce and you'll get notified in Webex App.
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In the space with the Salesforce bot, enter |
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Click Manage Notifications and select a notification type or edit an existing notification.
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Enter a name for your notification, choose your authorization, configure the notification message, and then click Save.   |
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In the space with the Salesforce bot, enter |
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Click Create.
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