Salesforce
Opens cases for support questions and saves leads from sales conversations.
Overview
When someone needs support, the assistant opens a case with their request and contact details. When someone wants a demo or a call with sales, it saves them as a lead with what they're looking for.
It asks for a name and email first, and only saves a lead when the person wants to be contacted.
What the assistant can do
Open cases
Support requests become Salesforce cases with a clear subject, the details your team needs, and a link to the conversation.
Save leads
Interested visitors become leads, with their company and what they asked about, ready for your sales team.
How to connect it
- Sign in to Oriel and open your assistant's Integrations page.
- Press Connect on Salesforce and sign in. If your org only allows its own apps, Oriel walks you through creating an External Client App instead.
- Choose which jobs go to Salesforce, and create a test case.
What Oriel can access
Oriel asks Salesforce for these scopes, and nothing else:
- apiCreates cases and leads in your org.
- refresh_token, offline_accessStays connected without asking you to sign in again.