Implementation example

Let's explore a standard implementation example to demonstrate how easy it is to deploy the Alcméon for Salesforce connector.

Functional overview

  • Customer Support Agents exclusively works on Case objects within Salesforce.
  • They respond to conversations from a specific social media account directly via the Alcméon Conversation widget.
  • A chatbot configured in Alcméon for this social media account retrieves customer email address in a user custom field and tags the conversation with a specific Salesforce team, triggering the synchronization to Salesforce.

Implementation steps

In Salesforce

Once the package has been installed, the integrator should:

  • Create a Queue that will be mapped to the Alcméon team responsible for transferring social media conversations from Alcméon to Salesforce.
  • Implement Apex triggers to synchronize Case and alcmeon__Conversation__c objects in Salesforce. For instance, you can implement a logic to find Contactobjects based on email addresses stored in the alcmeon__User_custom_fields__c of received alcmeon__Conversation__c and link them to new Case if identified.
  • Configure Alcméon Conversation widget to be displayed in the Case Record page for seamless integration.

In Alcméon