Course Content
Bots – Advanced
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Automations – AI Bots
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Bots – Advanced

Here is a step-by-step written guide designed for an online academy page to accompany the video.

How to Allow Your Bot to Execute Actions in Salesforce

In this lesson, you will learn how to give your Noca AI bot the ability to execute real-time actions in an external system—specifically, creating cases directly inside Salesforce using simple prompt-driven logic and automations.

Prerequisites

Before starting, ensure you have added your Salesforce instance (accounts, contacts, and cases) as Data Sources so your bot has the necessary context to look up information.

Step-by-Step Guide

Step 1: Create a New Automation

  1. Navigate to the Automations tab in the main menu.

  2. Click the + icon to add a new source and build a new automation.

Step 2: Configure the Autonomous Node

Every bot flow starts with an Autonomous Node. Define the actions you want the bot to take using plain text instructions:

  1. Click on the Autonomous node.

  2. In the instruction box, enter:

    “You will receive a Subject, Description, Priority, and Contact. Create a Salesforce Case for those values.”

  3. Click Insert. This automatically generates a Salesforce Push node in your workflow.

Step 3: Map Values to Bot Control

To let the bot dynamically decide what data to insert based on the conversation, update the field mappings:

  1. Select the newly generated Salesforce Push node.

  2. Under the Mapping section, remove any default example values.

  3. Map each required field (Subject, Description, Priority, and Contact) to the Autonomous value.

Note: If you want specific values hardcoded for every entry, you can type them directly into the field instead of using the Autonomous mapping.

Step 4: Add an API Response Node

To confirm the execution status and share results with the bot, add a feedback loop:

  1. Add an API Response node to the end of the workflow.

  2. Map the Created Case ID from Salesforce to the response body.

  3. Add a key mapping for Error to capture any execution issues during runtime.

  4. Name your flow Create Salesforce Case.

  5. Click Go Live to publish the automation.

Step 5: Connect the Flow to Your Bot

  1. Return to your main Bot Configuration page.

  2. Refresh the flows list and select Create Salesforce Case.

  3. Review the imported flow instructions.

  4. (Optional) Add extra behavior instructions in the prompt panel:

    • “Always confirm details before creating case.”

    • “Once done creating, list all cases for the relevant contact.”

  5. Click Save.

Step 6: Test the Automation

  1. Open the preview/chat window to test the bot.

  2. Send a natural text prompt, such as:

    “Renen wants to increase his account SLA to Platinum level – 4 hour response time.”

  3. The bot will identify the matching contact in Salesforce and ask for any missing fields (e.g., Priority).

  4. Provide the missing info (e.g., “Medium priority”), review the summary, and confirm.

  5. The bot will create the case in Salesforce and output a structured response with the new Case ID alongside existing contact records.