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Can I set up a custom bot to map an answer to a field (that is required) to create a SF lead?

M

The product category field on our SF Lead object is required. That field is restricted to a set of picklist values (see below screenshot.) Can I build a custom bot to either have the customer choose from a product list that I create OR map whatever answer the user enters to be one of the values in this picklist? Thanks in advance!

2021-07-26_14h06_00

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Best answer by Roy 27 July 2021, 19:44

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Hello @matthew p14​ , Welcome to Interconnect ✨

 

Q - Can I set up a custom bot to map an answer to a field (that is required) to create a SF lead?

A - Yes, that's possible.

 

I recorded a small video tutorial on how to do this. Please keep in mind that instead of the product list, I created a location list in this tutorial but pretty same is for the product list.

 

https://youtu.be/lw5DM27wNp8/p>

 

I hope this is helpful 🙂 Drop me a message if you need any additional assistance on this case.

M

Super helpful Roy! Thanks for the quick response!!! 💪

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@matthew p14​ , Anytime, Always happy to help 🙌

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