Salesforce

CONTENTS

Salesforce is an integrated CRM platform that allows all departments, including marketing, sales, commerce, and service, to share each customer’s individual information in a unified way.

Once LINE WORKS and Salesforce are connected, the sales and customer data on Salesforce can also be used in LINE WORKS.

To use the Salesforce app, you must access the Salesforce API first. (This can be used in Professional, Enterprise, Unlimited, or Developer Edition.)

Add the Salesforce app

To use the Salesforce app, you need to add the app in App directory.

  1. Press ‘App directory’ from the left menu in Admin. Tap  on mobile to see the menu.
  2. Press the ‘Salesforce’ app.
  3. Press ‘Add to LINE WORKS’.
  4. Select members to use the app.
  5. Press ‘Save’. ‘Salesforce’ app is added to the Message Bot list.

Using Salesforce app

To use the app, you need to log in to the Salesforce account.

Mobile

  1. Tap  and then tap  at the bottom right.
  2. Tap ‘Message Room’ .
  3. Select ‘Salesforce’ from the ‘Bot’ tab.
  4. Tap ‘Confirm’ to open a message room.
  5. Tap ‘Start’ after opening the message room.
  6. Tap ‘Log in’.
  7. On Salesforce login screen, Log in using the Salesforce account of your choice.
  8. Tap  from the message entry field.
  9. Select the information to search using Salesforce from the displayed menu.
  10. Tap ‘OK’.

PC App

  1. Click  on the top right of the screen.
  2. Click  at the bottom of the message room list.
  3. Click ‘Message Room’.
  4. Select ‘Salesforce’ from the ‘Bot’ tab.
  5. Click ‘Send messages’ to create a message room.
  6. Open the message room and click ‘Start’.
  7. Click ‘Log in’.
  8. On Salesforce login screen, log in using the Salesforce account of your choice.
  9. Click  from the message entry field.
  10. From the menu displayed, select the information to search on Salesforce.

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