Integration with Salesforce

Salesforce platforms have complex security requirements and integration processes that vary based on your specific implementation, configuration, and Salesforce edition.

Important: Due to the complexity and security considerations of Salesforce integrations, we recommend contacting Salesforce support or your Salesforce administrator for assistance with integrating external scripts.

Finding Your Chatbot Integration Code

When you're ready to integrate with Salesforce, you'll need your unique chatbot integration code. Here's how to find it:

Access your Cloudpresser dashboard:
- Log in to your Cloudpresser AI Chat dashboard
- Navigate to the "Chatbots" section
Select your chatbot:
- Find and click on the chatbot you want to integrate with Salesforce
- Make sure your chatbot is trained and ready for deployment
Get the integration code:
- Look for the "Integration" or "View Code" button
- Click the button to view your unique integration code
- Copy the entire code snippet to provide to your Salesforce administrator

Important: Each chatbot has a unique integration code. Make sure you're using the correct code for the chatbot you want to integrate with Salesforce.

Contact Information: For assistance with your Salesforce integration, please contact Salesforce support at help.salesforce.com or reach out to your Salesforce administrator.

Salesforce Platform Types

Experience Cloud

Formerly known as Community Cloud, this platform is used for creating customer, partner, and employee portals and communities.

Lightning Experience

The modern interface for Salesforce CRM, used internally by your organization's employees.

Commerce Cloud

Salesforce's e-commerce platform, formerly known as Demandware, used for creating online stores.

Preparing Your Chatbot for Salesforce

While working with Salesforce support on the integration, you can prepare your chatbot:

Train with relevant information:
Upload FAQs, knowledge articles, and guidelines to help your chatbot answer Salesforce-specific questions.
Configure suggested messages:
Include suggested messages relevant to your Salesforce implementation, such as "How do I update my profile?" or "Where can I find resources?".
Match your Salesforce branding:
Customize the chatbot's colors and appearance to match your Salesforce theme for a seamless user experience.

Common Integration Challenges

Content Security Policy (CSP)

Salesforce implements strict security policies that may require adding Cloudpresser domains to your CSP trusted sites list.

Permission Requirements

Special permissions may be needed to add custom code to Salesforce platforms, which your Salesforce administrator can help with.

Lightning Locker Service

This security feature in Lightning Experience may affect how external scripts operate and may require additional configuration.

Need Help?

If you're experiencing issues with the Salesforce integration, please contact our support team at [email protected].

Salesforce Integration Guide