SELECT Id, FirstName, LastName,Phone
FROM Contact
WHERE FirstName='John'
and LastName='Bond'
| This is a standard Salesforce Object Search language (SOQL) query which you can use in different ways | | --------- | --------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------- | 1. Other than these two parameters, provide following standard inputs: | Method Name | You can give any name. This name will be displayed in the methods list. | | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Request Type |GetItems
This is the method that you are using
| | Parameters | As explained in the previous table | | Result Type |ListOfRecords (Auto Selected)
It indicates that the method can return one or more records
| | Record Limit |Numeric value (e.g. 10)
If Method is returning larger number of records, then you can limit this result by providing this value.
| | Record JsonPath |Each method returns data in Json format and to pick any specific information from the json, we need to specify the Record JsonPath so iX Hello platform will pick that data in consideration while displaying results.
Example: $.\[\*]
This selects all the records that is returned.
| | Empty Result Template |When the method does not return any data, this response will be generated. So, we can specify something like:
“Sorry, I could not find the contact details”
| | Record Template |Let’s assume that the following json represents one record.
{
"attributes": {
"type": "Contact",
"url": "/services/data/v47.0/sobjects/Contact/0032w000002GFOVAA4"
},
"Id": "0032w000002GFOVAA4",
"FirstName": "John",
"LastName": "Bond",
"Phone": "(312) 596-1000"
}
In this example, Phone is at root level and can be accessed by {{Phone}}
So, record template can be written as
Phone number of {{FirstName}} {{LastName}} is {{Phone}}
So, when a method is executed, this will be displayed as,
Phone number of John Bond is (312) 596-1000
Note:
Anything written in between {{ }} is represented as a Json field and it’s case sensitive.
{{Phone}} is not same as {{phone}}
| | Result Template |This indicates how method results should be represented.
Here you go, {{Records}}
Here, {{Records}} represents one or more records separated by a separator.
| #### Sample Response:  1. Now let’s us proceed back to method building in iX Hello. Click on ‘Create New Method’ and fill out following details in the Create New Method pop up. **Name**: GetContactMethod **Request Type**: GetSOQLQueryResult **SOQL Query**: SELECT Id, Name, Phone FROM Contact WHERE Name='{{ContactName}}' **Result Type**: ListOfRecords **Record Limit**: 1 **Record JsonPath:** $.\[\*] **Empty Result Template:** Sorry I could not find phone number for requested name **Record Template:** Phone number for {{Name}} is {{Phone}}. **Result Template:** {{Records}} **Click:** Save    1. Before moving further, you want to test whether the method build is success, and the method is able to extract correct data from Salesforce or not. Click on ‘Test’ to test the created method.  1. Now, to test the method, let us go back to the Salesforce portal and create a Contact. ## Create Intents 1. In the top menu tabs, select “**Intents**” and “**Create New Intent**”. Then select or enter the following:  Fill following details and click on Save **Name:** SearchContactIntent **Intent Type:** Search **Intent Action:** Executive Method **DataSource:** Salesforce DataSource **DataSource Method:** GetPhoneNumberByName  ## Create Slots 1. In next step, we have to create Slots. Slots correspond to the parameters in SOQL query that we defined in the method screen. In the top menu tabs, select “**Slots**” and select “**Create New Slot**”.  Fill the following details. **Note**: The Reprompt message is what Lex will ask if it can’t fill/resolve the person slot. Then select or enter the following: **Name:** ContactName **Slot Order:** Blank **Reprompt Message:** What is the name **Type:** Full name **Custom Skill:** Salesforce Custom Skill **Intent:** SearchContactIntent **Click:** Save  ## Create Utterance 1. Utterance are words spoken to launch specific intents. In the top menu tabs, select “**Utterance**” and select “**Create New Utterance**”. Now input or select the following:  **Value:** What is the phone number of {ContactName} **Custom Skill:** Salesforce Custom Skill **Intent:** SearchContactIntent  ## Create Input 1. In the top menu tabs, select “**Input**” and select “**Create New Input**”.  Fill the following details: **Name:** SearchContactInput **Custom Skill:** Salesforce Custom Skill **Custom Intent:** SearchContactIntent **Data Source:** Salesforce DS **Data Source Method:** GetContactMethod  Once the Input is created, click on **Manage Parameters**. You need to follow this step if you have defined Slot.  1. On the resulting screen, click on Input Parameter and add the following details.  **Input Parameter Name:** ContactName **Parameter:** ContactName **Data Type:** Text  ## Publish to Lex 1. The next step is to Publish the app. Here, we are going to publish to Amazon Alexa. 2. To publish to Alexa, select “**Publish**” in the top menu tabs then click “**Add Skill Publishing**”. Then input or select the following:  **External Skill Name**: SalesForce CRM Demo Skill. (This will be the name of the skill in Alexa. Therefore, make it unique and different from the names of your other skills in Alexa.) **Skill Type**: Search **Channel**: Amazon Lex **Uncheck the following**: Require account linking, Auto Publish **Optional**: Replace all placeholder values in all “Message”. Uncheck all the settings shown in the second image below. **Click**: Save.
