Build Custom App
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This step demonstrates step by step process of how you can build custom app in iX Hello that integrates with Salesforce. We'll demonstrate how we can extract contact information from Salesforce account in iX Hello.
Make sure that you've covered all steps of pre-requisites.
Create a custom app. Use name of your convenience and use Default as the category.
Create a data source. Here, make sure to use the integration connection with Salesforce that you created in the previous step.
Now, on the method screen, let's create a method that gets contact information from Salesforce.
On the Method tab, click on Add New Method and fill in following details.
Method Inputs
Method Name
GetContactMethod
RequestType
GetSOQLQueryResult
Parameters: SOQLQuery
SELECT Id, FirstName, LastName,Phone FROM Contact WHERE FirstName='{{ContactName}}'
Method Result
Record JsonPath
$
Valid Result Template
{{Records}} How else can I help you?
Record Template
You can contact {{FirstName}}-{{LastName}} on {{Phone}}
Empty Result Template
How else can I help you?
Automatically prompt for next question
True
Click on Save and Test. It saves the method as well as allows you to test if the method is working correctly.
To test this method, you can provide the first name of the contact you created in Salesforce in previous step.
Provide the parameter contact name. Then, click on Method Test, if the provided name exists in Salesforce, the result shall be displayed in Object tab. To view how the app will respond , go to Result tab and click on Results Test.
You've now successfully created and tested a method that reads contact information from your Salesforce account using SOQL query. Now let's set up other steps.
On the Intent tab, click on Add New Intent and fill in following details.
Next step is to create slots. Slots are used to read user inputs. In this case we are creating slot to read firstname parameter from the user.
On the Slots tab, click on Create New Slot.
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 and click on Save.
On the Input tab, click on Create New Input and provide following details.
Once the Input is created, let's manage parameters for it. Click on Manage Parameters and then Add New Parameter.
Add a parameter corresponding to the slot we created in previous step. Add following details and Click on Save.
Now that we've completed all the set-up processes, let's publish this app to Lex.
On the publish tab, click on Add App Publishing.
External App Name: SalesforceTest. (This will be the name of the app in Lex. Therefore, make it unique and different from the names of your other app in Lex.)
Skill Type: Search
Channel: Amazon Lex
Optional: Replace all placeholder values in all “Message”. Uncheck all the settings shown in the second image below.
Click: Save.
Once the publish profile is ready, click on Action button and click on Publish to Lex.
On the resulting screen, select the Amazon LWA account you want to publish the app to and click on Publish to Lex.
If you do not already have, you can click on Add Amazon Account for LWA and proceed from there.
On successful completion, you'll get a message regarding the status of app deployment. You'll also get a step-by-step progress on the app deployment.
On the resulting screen, ensure that a success message shows for the publishing steps before clicking “Test Lex”. If success message not shown, click “Go Back to App Publishing” to fix any issue shown in publishing result.
Once clicked on "Test Lex Bot", you will be redirected to App Publishing screen, and the Test Bot will appear at the right corner showing the App name along with the welcome message:
Congratulations!
You have successfully completed building a SalesForce-Custom App.
