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Salesforce Bot

Introduction

This package creates Salesforce Bot for demonstrating integration between Cerb and the Salesforce API.

Configure the Salesforce service

If you haven’t already, follow these instructions to configure the Salesforce service and add your first connected account.

Import the package

Navigate to Setup » Configure » Import Package.

Paste the following package into the large text box:



{
  "package": {
    "name": "Salesforce Bot",
    "cerb_version": "9.1.0",
    "revision": 1,
    "requires": {
      "cerb_version": "9.1.0"
    },
    "configure": {
      "prompts": [
        {
          "type": "chooser",
          "label": "Salesforce Account:",
          "key": "salesforce_account_id",
          "params": {
            "context": "cerberusweb.contexts.connected_account",
            "single": true,
            "query": "name:salesforce"
          }
        },
        {
          "type": "text",
          "label": "Salesforce Instance:",
          "key": "salesforce_instance",
          "params": {
            "placeholder": "(e.g. na55)"
          }
        }
      ],
      "placeholders": [

      ]
    }
  },
  "bots": [
    {
      "uid": "bot_38",
      "name": "Salesforce Bot",
      "owner": {
        "context": "cerberusweb.contexts.app",
        "id": 0
      },
      "is_disabled": false,
      "params": {
        "config": {
          "instance": "{{{salesforce_instance}}}",
          "api_version": "v40.0"
        },
        "events": {
          "mode": "all",
          "items": [

          ]
        },
        "actions": {
          "mode": "all",
          "items": [

          ]
        }
      },
      "image": "data:image/png;base64,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",
      "behaviors": [
        {
          "uid": "behavior_214",
          "title": "Create account record",
          "is_disabled": false,
          "is_private": true,
          "priority": 50,
          "event": {
            "key": "event.macro.bot",
            "label": "Custom behavior on bot"
          },
          "variables": {
            "var_name": {
              "key": "var_name",
              "label": "Name",
              "type": "S",
              "is_private": "0",
              "params": {
                "widget": "single"
              }
            }
          },
          "nodes": [
            {
              "type": "action",
              "title": "Execute HTTP request",
              "status": "live",
              "params": {
                "actions": [
                  {
                    "action": "core.va.action.http_request",
                    "http_verb": "post",
                    "http_url": "{# See: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_create.htm #}\r\nhttps://{{behavior_bot_config.instance}}.salesforce.com/services/data/{{behavior_bot_config.api_version}}/sobjects/Account/",
                    "http_headers": "Content-Type: application/json",
                    "http_body": "{% set json = {\r\n\t\"name\": var_name\r\n} %}\r\n{{json|json_encode|json_pretty}}",
                    "auth": "connected_account",
                    "auth_connected_account_id": "{{{salesforce_account_id}}}",
                    "options": {
                      "raw_response_body": "1"
                    },
                    "run_in_simulator": "1",
                    "response_placeholder": "_http_response"
                  },
                  {
                    "action": "_set_custom_var",
                    "value": "{{_http_response.body|json_pretty}}",
                    "format": "json",
                    "is_simulator_only": "0",
                    "var": "response_json"
                  }
                ]
              }
            }
          ]
        },
        {
          "uid": "behavior_210",
          "title": "Get account record",
          "is_disabled": false,
          "is_private": true,
          "priority": 50,
          "event": {
            "key": "event.macro.bot",
            "label": "Custom behavior on bot"
          },
          "variables": {
            "var_account_id": {
              "key": "var_account_id",
              "label": "Account ID",
              "type": "S",
              "is_private": "0",
              "params": {
                "widget": "single"
              }
            }
          },
          "nodes": [
            {
              "type": "action",
              "title": "Call to Salesforce API",
              "status": "live",
              "params": {
                "actions": [
                  {
                    "action": "_set_custom_var",
                    "value": "",
                    "format": "",
                    "is_simulator_only": "0",
                    "var": "fields"
                  },
                  {
                    "action": "core.va.action.http_request",
                    "http_verb": "get",
                    "http_url": "https://{{behavior_bot_config.instance}}.salesforce.com/services/data/{{behavior_bot_config.api_version}}/sobjects/Account/{{var_account_id}}?fields=Id,Name",
                    "http_headers": "",
                    "http_body": "",
                    "auth": "connected_account",
                    "auth_connected_account_id": "{{{salesforce_account_id}}}",
                    "options": {
                      "raw_response_body": "1"
                    },
                    "run_in_simulator": "1",
                    "response_placeholder": "_http_response"
                  },
                  {
                    "action": "_set_custom_var",
                    "value": "{{_http_response.body|json_pretty}}",
                    "format": "json",
                    "is_simulator_only": "0",
                    "var": "response_json"
                  }
                ]
              }
            }
          ]
        },
        {
          "uid": "behavior_211",
          "title": "Get Salesforce versions info",
          "is_disabled": false,
          "is_private": true,
          "priority": 50,
          "event": {
            "key": "event.macro.bot",
            "label": "Custom behavior on bot"
          },
          "nodes": [
            {
              "type": "action",
              "title": "Call to Salesforce API",
              "status": "live",
              "params": {
                "actions": [
                  {
                    "action": "core.va.action.http_request",
                    "http_verb": "get",
                    "http_url": "{# See: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_versions.htm #}\r\nhttps://{{behavior_bot_config.instance}}.salesforce.com/services/data",
                    "http_headers": "",
                    "http_body": "",
                    "auth": "connected_account",
                    "auth_connected_account_id": "{{{salesforce_account_id}}}",
                    "options": {
                      "raw_response_body": "1"
                    },
                    "run_in_simulator": "1",
                    "response_placeholder": "_http_response"
                  },
                  {
                    "action": "_set_custom_var",
                    "value": "{{_http_response.body|json_pretty}}",
                    "format": "json",
                    "is_simulator_only": "0",
                    "var": "response_json"
                  }
                ]
              }
            }
          ]
        },
        {
          "uid": "behavior_213",
          "title": "List account records",
          "is_disabled": false,
          "is_private": true,
          "priority": 50,
          "event": {
            "key": "event.macro.bot",
            "label": "Custom behavior on bot"
          },
          "nodes": [
            {
              "type": "action",
              "title": "Execute HTTP request",
              "status": "live",
              "params": {
                "actions": [
                  {
                    "action": "_set_custom_var",
                    "value": "SELECT id, name FROM Account",
                    "format": "",
                    "is_simulator_only": "0",
                    "var": "query"
                  },
                  {
                    "action": "core.va.action.http_request",
                    "http_verb": "get",
                    "http_url": "{# See: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_query.htm #}\r\nhttps://{{behavior_bot_config.instance}}.salesforce.com/services/data/{{behavior_bot_config.api_version}}/query/?q={{query|url_encode}}",
                    "http_headers": "",
                    "http_body": "",
                    "auth": "connected_account",
                    "auth_connected_account_id": "{{{salesforce_account_id}}}",
                    "options": {
                      "raw_response_body": "1"
                    },
                    "run_in_simulator": "1",
                    "response_placeholder": "_http_response"
                  },
                  {
                    "action": "_set_custom_var",
                    "value": "{{_http_response.body|json_pretty}}",
                    "format": "json",
                    "is_simulator_only": "0",
                    "var": "response_json"
                  }
                ]
              }
            }
          ]
        },
        {
          "uid": "behavior_212",
          "title": "List resources",
          "is_disabled": false,
          "is_private": true,
          "priority": 50,
          "event": {
            "key": "event.macro.bot",
            "label": "Custom behavior on bot"
          },
          "nodes": [
            {
              "type": "action",
              "title": "Call to Salesforce API",
              "status": "live",
              "params": {
                "actions": [
                  {
                    "action": "core.va.action.http_request",
                    "http_verb": "get",
                    "http_url": "{# See: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_discoveryresource.htm #}\r\nhttps://{{behavior_bot_config.instance}}.salesforce.com/services/data/v40.0/",
                    "http_headers": "",
                    "http_body": "",
                    "auth": "connected_account",
                    "auth_connected_account_id": "{{{salesforce_account_id}}}",
                    "options": {
                      "raw_response_body": "1"
                    },
                    "run_in_simulator": "1",
                    "response_placeholder": "_http_response"
                  },
                  {
                    "action": "_set_custom_var",
                    "value": "{{_http_response.body|json_pretty}}",
                    "format": "json",
                    "is_simulator_only": "0",
                    "var": "response_json"
                  }
                ]
              }
            }
          ]
        },
        {
          "uid": "behavior_215",
          "title": "Update account record",
          "is_disabled": false,
          "is_private": true,
          "priority": 50,
          "event": {
            "key": "event.macro.bot",
            "label": "Custom behavior on bot"
          },
          "variables": {
            "var_id": {
              "key": "var_id",
              "label": "ID",
              "type": "S",
              "is_private": "0",
              "params": {
                "widget": "single"
              }
            },
            "var_fields_json": {
              "key": "var_fields_json",
              "label": "Fields JSON",
              "type": "S",
              "is_private": "0",
              "params": {
                "widget": "multiple"
              }
            }
          },
          "nodes": [
            {
              "type": "action",
              "title": "Execute HTTP request",
              "status": "live",
              "params": {
                "actions": [
                  {
                    "action": "core.va.action.http_request",
                    "http_verb": "patch",
                    "http_url": "{# See: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm #}\r\nhttps://{{behavior_bot_config.instance}}.salesforce.com/services/data/{{behavior_bot_config.api_version}}/sobjects/Account/{{var_id}}",
                    "http_headers": "Content-Type: application/json",
                    "http_body": "{{var_fields_json|json_pretty}}",
                    "auth": "connected_account",
                    "auth_connected_account_id": "{{{salesforce_account_id}}}",
                    "options": {
                      "raw_response_body": "1"
                    },
                    "run_in_simulator": "1",
                    "response_placeholder": "_http_response"
                  },
                  {
                    "action": "_set_custom_var",
                    "value": "HTTP Status: {{_http_response.info.http_code}}\r\nBody: \r\n{{_http_response.body}}",
                    "format": "",
                    "is_simulator_only": "0",
                    "var": "response"
                  }
                ]
              }
            }
          ]
        }
      ]
    }
  ]
}


Click the Import button.

You’ll be prompted to link the Salesforce connected account you created earlier.

Click the Import button again.

You should see the following:

Test the integration behaviors

Click on Salesforce Bot and then click Behaviors on its card.

Open the card for the List account records behavior.

Click on the Simulator button at the top of the card.

Click the Simulate button.

You should see a JSON response with account records.

You can use the simulator on the other behaviors to test them as well.

Next steps

At this point you can modify the behaviors to meet your needs. You can use the responses from the Salesforce API in your behaviors.