Salesforce Alerts

Salesforce Alerts (SalesforceAlerts.bot@webex.bot)

Bot by Cisco Systems

Published Mar 4 2019

How to add to a space

to add

Published Mar 4 2019

Salesforce Alerts (SalesforceAlerts.bot@webex.bot)

Bot by Cisco Systems
Gain transparency into your customer connections with the Salesforce Alerts bot for Webex Teams.

Every campaign is complex—leads, pipelines, statuses, and more. How can you keep track of every facet of it—together with the right people, in real-time? With helpful alerts from the Salesforce Alerts bot for Webex Teams, it's easy.

Note: You need a Salesforce free developer account, paid enterprise account, or paid unlimited account to create workflows.

Connect Salesforce to your spaces to receive customizable notifications such as:

  • Contact Record Created, Updated, or Deleted
  • Account Record Created, Updated, or Deleted
  • Opportunity Record Created, Updated, or Deleted
  • Case Record Created, Updated, or Deleted
  • Campaign Record Created, Updated, or Deleted
  • Lead Record Created, Updated, or Deleted

To get started, go to your selected Webex Teams space, then type "@" and select Salesforce Alerts, followed by the command: help.