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How to connect Moxie and Salesforce
Create a New Scenario to Connect Moxie and Salesforce
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Salesforce will be your first step. To do this, click "Choose an app," find Moxie or Salesforce, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the Salesforce Node
Next, click the plus (+) icon on the Moxie node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Moxie and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Moxie and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Moxie, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Moxie and Salesforce integration works as expected. Depending on your setup, data should flow between Moxie and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Moxie and Salesforce
Moxie + Salesforce + Slack: When a new client is created in Moxie, a lead is created in Salesforce, and a notification is sent to a Slack channel.
Moxie + Salesforce + Google Sheets: Logs Moxie client creation and contact information into Google Sheets for sales performance metrics tracking and creates the new contact in Salesforce as well.
Moxie and Salesforce integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
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FAQ Moxie and Salesforce
How can I connect my Moxie account to Salesforce using Latenode?
To connect your Moxie account to Salesforce on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesforce leads from new Moxie chats?
Yes, you can! Latenode’s visual editor simplifies this, creating leads instantly & saving your team valuable time by streamlining data entry and follow-up processes.
What types of tasks can I perform by integrating Moxie with Salesforce?
Integrating Moxie with Salesforce allows you to perform various tasks, including:
- Automatically creating Salesforce cases from escalated Moxie chats.
- Updating Salesforce contact information based on Moxie chat interactions.
- Triggering personalized email campaigns based on Moxie support outcomes.
- Logging Moxie chat transcripts directly into Salesforce activity history.
- Analyzing Moxie chat sentiment to update Salesforce opportunity scores.
Can I use JavaScript functions to enhance the Moxie Salesforce integration?
Yes! Latenode allows custom JavaScript code, so you can manipulate data for advanced Moxie and Salesforce workflows.
Are there any limitations to the Moxie and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Moxie chat data might require manual import to Salesforce.
- Complex custom fields in Salesforce may need custom JavaScript mapping.
- Very high Moxie chat volumes may require workflow optimization.
