Course Content
Bots – Basic
0/6
Instructions – AI Bots
File Sources – AI Bots
00:00
Web Sources – AI Bots
00:00
Object Data Sources – AI Bots
00:00
Report Data Sources – AI Bots
00:00
Course Exercise: Build a documentation bot with multiple data sources – AI Bots
00:00
Bots – Basics

Lesson: Course Lesson: Using a Salesforce Report as a Data Source in Noca AI

Learn how to connect a live Salesforce report directly to a Noca AI bot, allowing your bot to query CRM data—such as accounts with expiring SLAs—in real time through natural language prompts.

Prerequisites

Before getting started, make sure you have:

  • An active Salesforce account with at least one configured report (e.g., Account SLA About to Expire).

  • An active Noca AI account with a bot already created.

Step 1: Create a New Salesforce Data Source Node

  1. Open your workspace and navigate to your existing bot (e.g., Accounts Bot).

  2. Click Add Node or Create a New Data Source.

  3. Select Salesforce from the list of available integrations.

Step 2: Configure the Report Source

  1. Under Set up your Connection, choose your active Salesforce connection.

  2. In the Select a Source section, choose Report instead of Object.

  3. From the Select a Report dropdown menu, find and select your report (e.g., Private Reports / Account SLA About to Expire).

Step 3: Define Query & Mapping Fields

  1. Under Query Fields and Mapping Fields, select All to ensure the bot can retrieve and map all relevant data from your Salesforce report.

  2. Rename your node to something descriptive, such as SLA Expiration Report.

Step 4: Publish Your Workflow

  1. In the top toolbar, click Go Live (or publish the version).

  2. Add a version comment (e.g., SLA Expiration Report - [Date]).

  3. Click Confirm to publish the live version.

Step 5: Attach the Data Source to Your Bot

  1. Return to your Bot Settings panel in the main bot builder.

  2. Under Data Sources, click the + (Add) icon.

  3. Select your newly created SLA Expiration Report from the list to attach it to the bot.

Step 6: Test & Debug Your Bot

  1. In the upper-right corner, open the menu and select Debug draft version.

  2. Once the chat window initializes, enter a natural language query, such as:

    “What accounts are about to expire their SLA?”

  3. The bot will query your Salesforce report in real time and return a structured table containing the account names, SLA tiers, and expiration dates!

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