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如何使用Flow Builder在Salesforce中创建线索或案例

Dec 2, 2021

出版商

Bird

•

类别

Flow Builder

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How to create leads or cases in Salesforce with Flow Builder

Bird 它提供了许多直接集成功能，可让您将通信接入业务中已使用的工具和平台。

Using 流程建设者的 native integrations, custom connections via HTTP requests and webhooks, you can easily enrich customer profiles, enable rapid sales engagement and drive more qualified leads.

Today, we will discuss our integration with Salesforce.

通过这种整合，你可以。

将来自不同通讯方式的线索添加到 Salesforcechannels ：WhatsApp、Instagram、Telegram、微信、LINE、Messenger、Google Business Chat、薇博等。
在 Salesforce 中创建案例以保存记录，并在案例中存储来自您所有channels
在你的销售漏斗中的任何一个点，实施灵活和自动化的线索/案例创建

在本指南中，你将学习如何。

正确设置你的Salesforce
将 Salesforce 与Bird
连接Salesforce时的故障排除
在Flow Builder中创建一个流程，将数据推送到Salesforce。
将WhatsApp与Salesforce连接起来，发送你的线索
将薇博与Salesforce连接起来以发送您的案例

整合Salesforce的要求

在你开始在Flow Builder中构建逻辑之前，你需要准备好以下要求。

Bird 账户: Make sure you have access as 管理者.
一个Salesforce账户。你需要 "管理员访问"。

第 1 步：转到 Salesforce 中的 "连接应用程序"，与以下应用程序集成Bird

To access the 连接的应用程序 section in Salesforce (Lighting Experience), follow these steps:

Login to Salesforce as an administrator
Select 设置 in the drop-down list of the account (in the upper-right corner)
On the left-hand pane, go to 应用管理器 > 新的连接的应用程序

请注意：如果你面临下面的查看问题，请点击 "点击这里在Salesforce Classic中打开此页面"。

On the 新的连接的应用程序 page, fill the following required fields under Basic Information:

连接的应用程序名称, e.g. Bird Integration.
API名称, e.g. Bird_Integration
联系电子邮件, e.g. xxx@contactemail.com

Go to API（启用OAuth设置）。, and select 启用OAuth设置.

In the 回调URL field, enter https://login.salesforce.com/
In the 选定的OAuth作用域 field, select 访问和管理你的数据(api)
通过网络（web）提供对你的数据的访问
在任何时候代表你执行请求（刷新标志（refresh_token，offline_access）。
Click 添加

Click the 拯救 button to save the new Connected App.

In the 连接的应用程序 (Apps > App 管理r) list, find the App that you just created, and then click Manage.
On the page that opens, click the 编辑 button.

Under OAuth政策, select 所有用户都可以自我授权 in the 允许的用户 list
In the IP放松, select 放宽IP限制
In the 刷新代币政策, click 刷新令牌在被撤销之前一直有效. Under Session Policies, Select 超时 value (24小时), click the 拯救 button

Go back 到 连接的应用程序 (Apps > App Manager) list, and click the App that you just created, and then click on 查看.
Go to API（启用OAuth设置）。 and note down the 消费者钥匙 and 消费者的秘密. You need this key and secret for the configuration of credentials in MessageBird’s Salesforce integration.

第2步：从Salesforce获得令牌以授权访问

In Salesforce, access tokens have a limited lifetime specified by the session timeout. If an application uses an expired access token, a “会话过期或无效” error will be shown.

在授权过程中使用刷新令牌来获得新的访问令牌。使用新的令牌将确保访问令牌始终是有效的。

Get your instance URL. Send the following curl request to obtain the instance URL.

client_id = 消费者密钥
client_secret = 消费者秘密
username = Salesforce登录用户名
password = Salesforce登录密码

‍If you are not familiar with curl you can use 邮递员 to send the request. Follow these steps:

Get your code. Use your favorite browser, then enter the following request URL in a new tab to get the code.

<CONSUMER_KEY> should be replaced with the obtained Consumer Key in the above step
<YOUR_INSTANCE> should be replaced with your instance name

接下来，在浏览器中输入你的请求URL。如果有任何警报弹出，允许访问。然后你会看到浏览器被重定向到一个像下面这样的URL。你可以使用同一URL获得代码。

https://login.salesforce.com/?code=XXXX

Get access token & refresh token: Send the following curl request to obtain the tokens.

<CODE> should be replaced with the code you obtained in the above step.
<CONSUMER_KEY>
<CONSUMER_SECRET> should be replaced with obtained keys with the created Connected App

You can obtain the Access_token and refresh_token from the response.

If you are not familiar with curl you can use Postman to send the request. Follow these steps:

排除您的Salesforce连接的故障

将 Salesforce 与Bird 集成时遇到的最常见错误以及如何解决：

'本组织未启用REST API'问题

当您试图使用上述凭证向salesforce API发送请求时，有时您会得到这个错误。

本组织未启用REST API。

你可以通过以下步骤解决这个错误。

Click on 设置 in the right top corner.

Go to ADMINISTRATION > Manage Users and click on 剖析.

Click 编辑 on the specific profile you want to update.

Scroll down and go to 管理权限 and check the 启用的API checkbox.

Don't forget to go down the page and click 拯救.

第3步：在Flow Builder中创建一个新的流程来创建线索或案例

ǞǞǞ configuration of Salesforce is done. Now, let’s start a new flow. 这个模板 will help you connect your favorite communication channel with Salesforce and push new leads or cases for your team to follow up:

Log in to your Bird 仪表板 and go to Flow Builder.
Download the 样品流 that you will be using.
Import the flow with the import function.

Attach the channels you want to use to create leads/cases into Salesforce. Then, you can publish this flow.

在WhatsApp和Viber中使用Salesforce

此模板流程可让您将最喜欢的channels （WhatsApp、Viber、SMS 等）与 Salesforce 连接起来。以下示例将展示如何连接 Salesforce 以创建线索：

WhatsApp
Viber

请记住，你可以根据你的需要改变渠道或用例。

你应该能够在屏幕上看到你的流量。

Fetch your access token before activating your flow.

API端点如下。

client_id = 消费者密钥
client_secret = 消费者秘密,
关于refresh_token，请参考步骤2.3。

用WhatsApp在Salesforce中创建一个线索

Replace https://XXXX.my.salesforce.com with your instance URL. 电话, 姓氏, 公司, 领导来源, 描述 are the field names from Salesforce.

You can find them under Setup > Object manager > Lead > Fields & Relationship.

用Viber在Salesforce中创建一个案例

Replace https://XXXX.my.salesforce.com with your instance URL. 电话, 姓氏, 公司, 领导来源, 描述 are the field names from Salesforce. You can find them from Setup > Object manager > Lead > Fields & Relationship.

ǞǞǞ output variable 身份证 is the case ID returned from Salesforce.