How to Use Salesforce Bot

Introduction

Salesforce bot allows to get automatic notifications to x-bees conversation when an opportunity reaches the Closed Won stage.

Use Cases

Use Case 1: Improved Cross-Team Collaboration 

• Scenario: Depending on your organization workflow, there could be different stages after closing a deal. For example, once a deal is won, the customer success team may need to be notified to start preparing onboarding materials. Or the finance team has to generate an invoice.   
• Solution: By using Salesforce bot, the relevant teams can be instantly notified about a closed won and start preparing onboarding materials, invoices, etc. without waiting for a manual handoff by a colleague, reducing the waiting time for the customer.
  

Use Case 2: Real-time Monitoring

• Scenario: Manager needs to monitor closed deals in real time
  
• Solution: By sending automated notifications to x-bees conversation, Salesforce bot provides instant insights into your Sales team progress, in real time, without the need to open Salesforce. This reduces the need to constantly check Salesforce dashboards or rely on manual updates from sales representatives. 

Use Case 3: Increased Transparency and Motivation 

• Scenario: You wish to promote more transparency within your Sales team
  
• Solution: Once a salesperson closes a deal, the bot posts a message in the sales channel, informing about the closed won and opportunity owner, which can promote transparency, recognition and healthy competition within the Sales team. 

Setup Instructions

Once the bot has been set up, follow the steps below so that bot sends notifications to the necessary x-bees conversation:

1. Open x-bees and navigate to the conversation where you want to receive notifications. Click Add members, search for Salesforce Bot and add it to the conversation:
   
   

2. On the conversation Info-frame, copy the link to this conversation:
   

3. Open the relevant project in Salesforce and navigate to the field labeled x-bees Channel Link. Paste the conversation link into this field:
   
   
   

4. When an opportunity reaches the Closed Won stage, the Salesforce bot sends an automated message to the x-bees conversation specified in the link.

   The notification includes the following information: 

   • Opportunity Name

   • Stage

   • Owner

   • Salesforce Link (a clickable link to the Opportunity in Salesforce)