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Bots – Basic
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Instructions – AI Bots
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Bots – Basics

Here is a clear, structured step-by-step guide formatted for your online academy lesson page to accompany this video:

Connecting Live Salesforce Data Sources to Your AI Bot

In this lesson, you will learn how to connect your AI bot to dynamic, real-time data sources—specifically pulling live Salesforce Opportunity records into your bot’s knowledge base without writing any code.

Step 1: Open Bot Settings & Data Sources

  1. Open your bot inside the Noca AI builder interface.

  2. Click the Settings gear icon in the top right menu.

  3. Select Data Sources from the left-hand navigation.

Step 2: Create a New Data Source Flow

  1. Click the + (plus icon) in the Data Sources menu.

  2. If you don’t already have an existing flow for your data source, click Create a New Source at the bottom of the pop-up modal.

  3. This will launch the Flow Builder.

Step 3: Configure the Salesforce Connection

  1. In the Flow Builder, select Salesforce Source as your data source type.

  2. Under Select an Object, choose Opportunity.

  3. In the right-hand panel:

    • Ensure it is set to fetch all opportunities.

    • Under Available Fields, enable access to Custom / All Fields so the bot can read detailed record data.

Step 4: Name and Publish the Flow

  1. Click the draft title at the top left and give your flow a clear name (e.g., Bot Salesforce Opps).

  2. Click Publish (or Go Live) in the top right to make the data source active.

Step 5: Attach the Data Source to Your Bot

  1. Return to your bot’s Settings > Data Sources tab.

  2. Click the refresh icon next to the search bar to reveal your new flow.

  3. Select Bot Salesforce Opps from the list to attach it as a live data source.

  4. Close the Settings modal.

Step 6: Test Your Live Data Connection

  1. Click Run (or launch a new draft chat) in the top right corner.

  2. Ask your bot a question requiring live Salesforce data (e.g., “Summarize all my Salesforce opportunities”).

  3. Observe the result: The bot will query Salesforce in real time and return an instant summary including total pipeline value, stage breakdown, and opportunity counts.

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