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.

Select the “Connect to SalesForce” button on the pre-built skill.

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”.

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”.