# SalesForce

{% embed url="<https://www.loom.com/share/bce5240bcaf64c2299c2f94d89f9d9ca?sid=843e5281-a9e3-484c-904a-d04c2a78b10a>" %}

1. Log in to [Dashboard](https://orimon.ai/login) using your Google account/manual signup
2. Once logged in, you should see an icon for your bot. Click on it to go to the bot's overview page.

<figure><img src="https://55912965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxUW02x9klXneNc1Bxtt6%2Fuploads%2FFggcGJj0csqUzA1brMeF%2FScreenshot%20from%202024-01-12%2012-41-48.png?alt=media&#x26;token=14feb440-eb5a-4f7c-b6bc-521d473732fc" alt=""><figcaption></figcaption></figure>

3. On the overview page, you will see several tabs. Click on "**Settings**" -> "**LeadFlow** **Integrations**".

<figure><img src="https://55912965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxUW02x9klXneNc1Bxtt6%2Fuploads%2Fuwh8ymQ9dB5jdBAapLsu%2FScreenshot%20from%202024-01-12%2013-55-38.png?alt=media&#x26;token=e0c3c589-cd67-47dc-b216-a49df1c2b51e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://55912965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxUW02x9klXneNc1Bxtt6%2Fuploads%2F2uGvx3Ct0SJ48ZxM0fCZ%2FScreenshot%20from%202024-01-29%2011-56-27.png?alt=media&#x26;token=f2260326-593b-4d04-a9fb-5be49d8d86ea" alt=""><figcaption></figcaption></figure>

Click on this option to navigate to a integrations page and click on "**SalesForce**". You will see a page shown below.&#x20;

<figure><img src="https://55912965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxUW02x9klXneNc1Bxtt6%2Fuploads%2FtBo2As27YCbsFky2ryZm%2FScreenshot%20from%202024-04-02%2016-58-51.png?alt=media&#x26;token=6e67825c-b507-4964-88e6-99c3da07107a" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note** : *You must Log In to your <mark style="color:blue;">**SalesForce**</mark> account to proceed, & integrate this feature with your chat-bot.*
{% endhint %}

Now click on "**Connect**" to start the Integration process, after which you will be redirected to an authentication page as shown below.

<figure><img src="https://55912965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxUW02x9klXneNc1Bxtt6%2Fuploads%2FSCQPp5tNK9ORJUTGVSds%2FScreenshot%20from%202024-04-02%2017-00-15.png?alt=media&#x26;token=64dca4d9-3fa9-426d-b921-438a7c820e81" alt=""><figcaption></figcaption></figure>

Click on "**Allow**" and that will automatically connect & sync your leads from OrimonAI to SalesForce.

Once the authentication is complete, you will see a page as shown below.

<figure><img src="https://55912965-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxUW02x9klXneNc1Bxtt6%2Fuploads%2FurvJTtErHXVj2i871F10%2FScreenshot%20from%202024-04-02%2017-04-25.png?alt=media&#x26;token=ed120b8f-abd4-4b38-b1f8-95ea068ea4ef" alt=""><figcaption></figcaption></figure>
