SalesForce: Connect to ixHello

Connect your ixHello and Salesforce account

Open the “https://bots.ixhello.com/” URL in a new tab, enter your login credentials and click the “Log In” button.

After updating the verification code, click very code and then click continue.

On the home screen Select the “Connect to Salesforce” button on the pre-built skill.

If you do not find the Salesforces connect on the home screen, navigate to the Integration> connect system>connection gallery.

This will redirect you to Setup Salesforce integration with ixHello. Click the “Submit” button.

You are returned to the “https://bots.ixhello.com/” page to integrate Salesforce with ixHello. Click “Submit”.

Before creating a developer account, selecting “Submit” on this page would route you to the developer.salesforce.com page to create one. Now that you have created a developer account, selecting the “Submit” button prompts ixHello to ask you to authorize your SalesForce account. So, click “Allow”.

ixHello will integrate with your SalesForce account, and you will see the message, “ixHello Connection to SalesForce CRM successful”.

Test your ixHello and Salesforce connection

The page will display the ixHello integration with External System Connections. Click the “Test” button for the system named “SalesForce”.

Select the “Integration” menu and choose the “Connect System” option.

ixHello will integrate with your SalesForce account, and you will see the message, ixHello Connection to SalesForce successful”.