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The first thing you need to do to connect to Salesforce , as usual with API integrations, is to create the connected app that will authenticate you.
On Vizir, go to the API connection part to create the Salesforce connector. Follow this guide to create the app .
To help you fill in the fields for the creation of the Salesforce application, here are the values to indicate:
{
"client_id" : "{{CLIENT_ID}}",
"response_type":"code",
"redirect_uri" : "{{redirect_uri}}"
}
{
"grant_type" : "{{grant_type}}",
"client_id" : "{{CLIENT_ID}}",
"client_secret" : "{{CLIENT_SECRET}}",
"redirect_uri" : "{{redirect_uri}}"
}
You can validate the integration that will allow you to connect your chatbot to your Salesforce account.
To create the actions, you will need to follow the following documentation: https://aide.vizir.co/fr/articles/4233543-comment-creer-une-nouvelle-action-api
In this part I will take the example of creating a Case in Salesforce.
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