Set Up Your Google Cloud Project
- Go to the Google Cloud Console and create a new project.
- Navigate to the Dialogflow integration and enable the Dialogflow API.
- Create a service account for authentication purposes, ensuring you assign the Dialogflow API Admin role.
- Download the JSON key file for the newly created service account. This file will be used for authenticating the Dialogflow requests.
Create Your Dialogflow Agent
- Visit the Dialogflow Console, sign in with your Google account, and create a new agent.
- Connect your Dialogflow agent to your Google Cloud project, using the GCP Project ID.
Set Up Salesforce
- Sign in to Salesforce and navigate to Setup.
- Search for 'Sites' and create a new site, ensuring the site is active.
- Within your site, create a new Public Access Settings profile and allow API access. Make sure the necessary objects and fields are accessible.
Build the Integration Logic
- Create an Apex class in Salesforce that will handle the HTTP requests from Dialogflow.
- Use the following sample code to construct an endpoint in Salesforce that will communicate with Dialogflow:
@RestResource(urlMapping='/dialogflow/*')
global with sharing class DialogflowIntegration {
@HttpPost
global static void doPost() {
RestRequest req = RestContext.request;
RestResponse res = RestContext.response;
// Read request body
String requestBody = req.requestBody.toString();
// Process Dialogflow request and create response
Map<String, Object> response = new Map<String, Object>();
response.put('fulfillmentText', 'Response from Salesforce');
res.responseBody = Blob.valueOf(JSON.serialize(response));
}
}
- Ensure you replace 'Response from Salesforce' with your desired text.
- Deploy the Apex class and publish the site, generating a public URL for Dialogflow to call.
Connect Dialogflow to Salesforce
- In your Dialogflow console, navigate to Fulfillment and enable Webhook.
- Input the Salesforce site URL generated in the previous step as the Webhook URL.
- Deploy and apply changes to allow Dialogflow to call this endpoint during conversation intents.
Test Your Integration
- Simulate a conversation in the Dialogflow simulator to test the integration.
- Ensure that Dialogflow can correctly invoke the Salesforce webhook and return the expected responses.
Handle Authentication and Security
- Ensure HTTPS is enabled for communication between Dialogflow and Salesforce, maintaining data security.
- Set up OAuth 2.0 credentials if handling more extensive data or when working with sensitive integrations.
Deploy and Monitor the Integration
- Continue testing conversations and monitor logs to catch and fix any potential errors.
- Regularly update permissions and roles to maintain security best practices.
