CustomGPT + Salesforce
Create Salesforce records from new CustomGPT messages
Stay on top of your customer relations by moving information between your CustomGPT and Salesforce apps. With this workflow, whenever you receive a new message on CustomGPT, a new record will be created in Salesforce. This streamlines your process, ensuring no essential details from your customer communication are lost, keeping your records always up-to-date.
Stay on top of your customer relations by moving information between your CustomGPT and Salesforce apps. With this workflow, whenever you receive a new message on CustomGPT, a new record will be created in Salesforce. This streamlines your process, ensuring no essential details from your customer communication are lost, keeping your records always up-to-date.
- When this happens...New Message
Trigger when a new message is added.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Project NameRequired
Try ItProject NameRequired
Conversation NameRequired
Project NameRequired
Choose NameRequired
Project Name
Project is shared
Project NameRequired
Conversation Name
Try ItProject NameRequired
Project NameRequired
Conversation NameRequired
LangRequired
Message TextRequired
External ID
Project NameRequired
The chat bot avatar
The background image for widget
Default prompt
Questions shown to guide the bot users
Response source
Chat bot message language
Color of the chatbot in hex format
Persona instructions
Label for citations
Label for sources
Waiting answer message
"Siesta" message
Show animated loading indicator
Show citations
How citations are shown
"No answer" message
Ending message
Remove branding
Chat bot GPT model
Allow conversation sharing
Allow conversation export
Allow agent to mention sources
