Build Custom App

This step demonstrates step by step process of how you can build custom app in ixHello that integrates with Salesforce. We'll demonstrate how we can extract contact information from Salesforce account in ixHello.

Make sure that you've covered all steps of pre-requisites.

1. Create a custom app. Use name of your convenience and use Default as the category.

2. Create a data source. Here, make sure to use the integration connection with Salesforce that you created in the previous step.

3. Now, on the method screen, let's create a method that gets contact information from Salesforce.

4. On the Method tab, click on Add New Method and fill in following details.

Methods

Method Inputs

Tab	Parameter	Value
Method Inputs	Method Name	GetContactMethod
	RequestType	GetSOQLQueryResult
	Parameters: SOQLQuery	SELECT Id, FirstName, LastName,Phone FROM Contact WHERE FirstName='{{ContactName}}'

Method Output

Method Result

Tab	Parameter	Value
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.

Intents

On the Intent tab, click on Add New Intent and fill in following details.

Slots

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.

Utterances

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.

Input

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.

Publish

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.