Salesforce Alerts (messaging)

Salesforce Alerts (SalesforceAlerts.bot@webex.bot)

Bot by Cisco Systems

Messaging

Sales, Marketing, & Support
Gain transparency into your customer connections and create Salesforce records 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 notifications from the Salesforce Alerts bot for Webex Teams, it's easy. Now with the ability to create, update, or search for Salesforce Opportunities, Contacts, and Tasks, you can be in even more control right from Webex Teams itself.

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

Here's what you can do:

  • Create an Opportunity, Contact, or Task record
  • Update Salesforce Records
  • Search for Salesforce Records
  • Manage and setup alerts

Notifications include:

  • 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.

Video & Screenshots

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Messaging

Sales, Marketing, & Support

Last Updated Dec 24 2019