Integrate Your Bot with Service Cloud

This section provides a detailed, step-by-step guide for setting up and integrating your external chatbot with Salesforce Service Cloud using the Bring Your Own Bot (BYOB) feature.

To integrate your bot with Salesforce.

• Step 1: Create an External Client App and Configure Policies
• Step 2: Generate an Access Token
• Step 3: Create a Platform Event and Assign Permissions
• Step 4: Create Entity Records
• Step 5: Configure Salesforce Flow with RouteWork Action
• Step 6: Configure Messaging Channel