👥SalesForce

This is a step-by-step guide on how to use SalesForce Integration for syncing leads data on your Orimon.ai Chat-Bot.

1. Log in to Dashboard 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.

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

Click on this option to navigate to a integrations page and click on "SalesForce". You will see a page shown below.

Note : You must Log In to your SalesForce account to proceed, & integrate this feature with your chat-bot.

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

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.