# Integrate BotPenguin with Salesforce

## What is Salesforce CRM?

Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that helps businesses manage customer data, sales pipelines, marketing automation, and service operations in a centralized hub. Known for its scalability and extensive integration ecosystem, Salesforce enables organizations to track customer interactions, automate processes, and gain real-time insights to drive growth.

***

## Benefits of Salesforce CRM

1. **Unified Customer Data Management:** Seamlessly capture leads and customer details from your BotPenguin chatbot into Salesforce without manual entry.
2. **Real-Time Lead Transfer:** Automatically send qualified leads to Salesforce as soon as they are captured by your chatbot for faster follow-up.
3. **Enhanced Sales Efficiency:** Trigger Salesforce workflows directly from chatbot interactions to assign leads, update records, or start campaigns instantly.
4. **Better Customer Segmentation:** Use chatbot-collected data to enrich Salesforce records, enabling more personalized marketing and service strategies.

***

## How to Integrate BotPenguin With Salesforce?

#### Section A: BotPenguin Setup

1. **Log in to your** [**BotPenguin**](https://app.botpenguin.com/) **account** and choose the bot you want to connect to Salesforce.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FkuThFJI4GCeIDW2czCCR%2Fimage.png?alt=media&#x26;token=0c84ba67-5f45-49ce-97af-0292aa368d03" alt=""><figcaption></figcaption></figure>

2. Scroll to the bottom and go to the **Third-Party Apps Integration** section.
3. Locate **Salesforce** by either:
   * Using the **search box**, or
   * Scrolling down the integration list until you find Salesforce.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FILtBBGI7qpq10TgiIUkT%2Fimage.png?alt=media&#x26;token=a046e334-7e49-4a28-8f5d-1886546a5d56" alt=""><figcaption></figcaption></figure>

4. Click the **Connect** button for Salesforce.
5. An integration screen displaying information about Salesforce will appear. Click **Connect** again.
6. You will now see the **Salesforce integration screen**, which requires four specific details:
   * **Domain**
   * **Client ID**
   * **Client Secret**
   * **Redirect URL**
7. Copy the **Redirect URL** by clicking the copy icon next to the field. You will use this in your Salesforce configuration.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FwvHkHOlob4JnS87TOrOV%2Fimage.png?alt=media&#x26;token=c4a161ff-d270-474d-a794-e283d20916b2" alt=""><figcaption></figcaption></figure>

***

**Section B – Configuring Salesforce Developer Account**

1. Go to the Salesforce Developer site:
   1. If you **do not have a Salesforce developer account**, click **Sign Up** and complete the registration at <https://developer.salesforce.com/signup>.
   2. If you **already have a Salesforce developer account**, click **Log In** and enter your credentials.
2. Once logged in or signed up, you will be taken to the **home screen** of your Salesforce developer account.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fpx6woJdREXn56YPtqZYD%2FScreenshot%202025-08-12%20at%205.06.42%E2%80%AFPM.png?alt=media&#x26;token=15b7318c-8131-486c-9aae-cb81dcf95a1f" alt=""><figcaption></figcaption></figure>

3. On the **top right** of the Salesforce developer home screen, click the **Settings** (gear) icon.
4. Select the **first option** in the dropdown — **Setup**.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F3yZkjVHloxcGfZggIXGM%2FScreenshot%202025-08-12%20at%205.11.25%E2%80%AFPM.png?alt=media&#x26;token=7c7afbc6-77de-41de-8473-0722cffc2a6c" alt=""><figcaption></figcaption></figure>

5. A new tab will open, taking you to the **Setup** section’s home page.
6. Scroll down to **Platform Tools**, expand **Apps**, and click **App Manager**.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FnRHYCetpQXzbMtDm3zUV%2FScreenshot%202025-08-12%20at%205.11.34%E2%80%AFPM.png?alt=media&#x26;token=d061314b-2a5b-4322-9434-8cb3496bb6f5" alt=""><figcaption></figcaption></figure>

7. In the **top right** of App Manager, click **New External Client App** to create a new app.
8. Enter the basic application information:
   * **Application Name**
   * **Contact Email Address**
   * **Distribution State** – set this to **Local**
   * **Phone Number**
   * **Information URL**, **Logo Image URL**, and **Icon URL** (optional)
   * **Description** (optional)

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fc5AKWVVyOd6bWjZhmKJK%2Fimage.png?alt=media&#x26;token=e5234671-801d-40e3-ab7b-fabe35b1da27" alt=""><figcaption></figcaption></figure>

9. After finishing with the above,  open the first dropdown labeled **API (Enable OAuth Settings)** and check the box to enable OAuth.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FEGKwNcS2TYtUVrFHm9Z2%2FScreenshot%202025-08-12%20at%205.12.20%E2%80%AFPM.png?alt=media&#x26;token=b8d994f4-0456-432a-80ad-ef936ccbb181" alt=""><figcaption></figcaption></figure>

10. Paste the Redirect URL that we got from BotPenguin in the&#x20;
11. Add the following permissions in sequence, clicking the **forward arrow** after each:
    * **Full Access (full)**
    * **Manage User Data Via API (api)**
    * **Perform Requests at Any Time (refresh\_token, offline\_access)**

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FW3ze2gjjuadNQdKiHRST%2FScreenshot%202025-08-12%20at%205.47.02%E2%80%AFPM.png?alt=media&#x26;token=55379589-d89e-499e-beca-8fa6e99e2c80" alt=""><figcaption></figcaption></figure>

12. Click **Create** to create the application.

***

**Section C – Retrieving Client ID and Secret**

1. Once the application is created, go to **External Client Apps** under the **Platform Tools** and open **External Client Manager**.
2. Locate your created app and click the dropdown on the right-hand side.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FZ9A1LRkdyztD5W1dcAgq%2FScreenshot%202025-08-12%20at%205.13.51%E2%80%AFPM.png?alt=media&#x26;token=a33f7499-6bd1-4d55-824b-107198e0f076" alt=""><figcaption></figcaption></figure>

3. Select **Edit Policies**.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FbyCYejyE6CsBoBdsukOS%2Fimage.png?alt=media&#x26;token=af02a325-d6c7-425b-8302-b3a98893202d" alt=""><figcaption></figcaption></figure>

4. On the app page, go to the **Settings** tab and click **Save** if prompted.
5. In the **OAuth Settings** section, locate the button **Consumer Key and Secret**

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FQiJKPt5vFbZ8LoctsIg5%2FScreenshot%202025-08-12%20at%205.21.53%E2%80%AFPM.png?alt=media&#x26;token=a3ae78d7-8528-46b0-b8ee-f25f1737fe64" alt=""><figcaption></figcaption></figure>

6. Click it to open a verification screen. Enter the verification code sent to your registered developer email. After verification, you will see the **Consumer Key** and **Consumer Secret**.
7. Copy the **Consumer Key** into the **Client ID** field in BotPenguin.
8. Copy the **Consumer Secret** into the **Client Secret** field in BotPenguin.

***

**Section D – Finalizing the Domain**

1. In Salesforce, click on your **profile icon** in the top right-hand corner.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F6liSiN4QCYPo11cRGUxu%2FScreenshot%202025-08-12%20at%205.51.26%E2%80%AFPM.png?alt=media&#x26;token=bda71385-7bd7-437e-a95b-7c3755e4c1bc" alt=""><figcaption></figcaption></figure>

2. Under your name, you will see a **string of text** containing your domain.
   1. If the string does not fill the entire line, it will typically end with `.my`.
3. Copy **everything before** the word “my”.
4. In BotPenguin, paste this value into the **Domain** field using the following format:
   * `https://<your-copied-string>.my.salesforce.com`

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Foo9fTp6QLyUnZcLQ5hgW%2Fimage.png?alt=media&#x26;token=03af4fca-40d3-4ea9-b5b7-8b369e7e1c09" alt=""><figcaption></figcaption></figure>

***

**Section E – Finalizing the Integration**

1. After entering the **Domain**, **Client ID**, and **Client Secret** in BotPenguin, click **Connect**.
2. Click on confirm if prompted.
3. You will be redirected to Salesforce, where you will once again be prompted to login, and confirm your identity.
4. Accept all the permissions that are prompted on the screen.
5. Your Salesforce integration is now active, enabling your BotPenguin chatbot to sync leads, update contacts, and trigger Salesforce workflows in real time.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FcJZ0SY78LK5ZkNLqT1UK%2Fimage.png?alt=media&#x26;token=ec1556c2-b592-47b8-85de-53e8645553b0" alt=""><figcaption></figcaption></figure>

7. Map the questions and the attributes to the corresponding parameters on Salesforce.

***

## FAQ's

<details>

<summary>Do I need a paid Salesforce account to integrate with BotPenguin?</summary>

No, you can use a free Salesforce Developer Edition account for setup and testing.

</details>

<details>

<summary>Where do I find the Domain required for the integration?</summary>

In Salesforce, click your profile icon and copy the domain before `.my` in your URL.

</details>

<details>

<summary>Is the “Client ID” the same as the Salesforce Consumer Key?</summary>

Yes, in BotPenguin, the Client ID field corresponds to the Salesforce Consumer Key.

</details>

<details>

<summary>Is the “Client Secret” the same as the Salesforce Consumer Secret?</summary>

Yes, in BotPenguin, the Client Secret field corresponds to the Salesforce Consumer Secret.

</details>

<details>

<summary>Do I need to enable OAuth in Salesforce for this integration?</summary>

Yes, you must check “Enable OAuth Settings” and add the required permissions during app setup.

</details>

<details>

<summary>What is the Redirect URL, and where do I get it?</summary>

BotPenguin provides this in the Salesforce integration screen; copy it exactly into Salesforce.

</details>

<details>

<summary>What permissions are required when enabling OAuth?</summary>

Full Access (`full`), Manage User Data via API (`api`), and Perform Requests at Any Time (`refresh_token, offline_access`).

</details>

<details>

<summary>Can I integrate multiple bots with the same Salesforce account?</summary>

Yes, you can connect multiple BotPenguin bots to the same Salesforce org using the same credentials.

</details>

**Still Not Working, Let’s Troubleshoot!**&#x20;

If you are not getting dummy leads from your Bot to Salesforce CRM, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as Domain, Client ID and Client Secret have been entered correctly.
* Wrong Mapping Set up - Your mapping with BotPenguin Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on BotPenguin as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@botpenguin.com>. We will respond back within 48 business hours.