Pre req -> Basic knowledge of below items:

1. Heroku
2. Salesforce Connected Apps
3. Node Js
4. Express App
5. Messenger Platform

As a developer, I always see Salesforce as a platform which is more than a CRM on cloud. Out of that interest and some basic research online, I got to know that it is possible to integrate Messenger and Salesforce. Then after watching this Dreamforce video of Christophe I decided to work on it. Today, I am going explain how to get started with the messenger Bot that can communicate with Salesforce. Hope you guys find it interesting.

Salesforce Bot for Facebook Messenger

A Salesforce-powered bot for the DreamHouse sample application.

Follow the instructions below to create your own instance of the bot:

Step 1: Install the DreamHouse App

If you haven’t already done so, follow these instructions to install the DreamHouse sample application.

Step 2: Create a Connected App

If you haven’t already done so, follow the steps below to create a Salesforce connected app:

1. In Salesforce Setup, type Apps in the quick find box, and click the Apps link

2. In the Connected Apps section, click New, and define the Connected App as follows:

   • Connected App Name: MyConnectedApp (or any name you want)
   • API Name: MyConnectedApp
   • Contact Email: enter your email address
   • Enabled OAuth Settings: Checked
   • Callback URL: http://localhost:8200/oauthcallback.html (You’ll change this later)
   • Selected OAuth Scopes: Full Access (full)
   • Click Save

Step 3: Deploy the Messenger Bot

1. Make sure you are logged in to the Heroku Dashboard

2. Click the button below to deploy the Messenger bot on Heroku:

   

3. Fill in the config variables as described.

   • Leave FB_PAGE_TOKEN blank for now
   • For FB_VERIFY_TOKEN, enter a passphrase of your choice. You’ll have to enter the same passphrase when you create the webhook in Facebook.
   • For SF_CLIENT_ID, enter the Consumer Key of your Salesforce Connected App
   • For SF_CLIENT_SECRET, enter the Consumer Secret of your Salesforce Connected App
   • For SF_USER_NAME, enter the the username of your Salesforce integration user
   • For SF_PASSWORD, enter the the username of your Salesforce integration user

Step 4: Create a Facebook App

1. Follow these instructions to create a Facebook app. You’ll have to create a Facebook page, a Facebook application, and configure Messenger for your application.

   • When asked for a Callback URL, enter the URL of the Heroku app you just deployed followed by /webhook. For example:

       https://myapp.herokuapp.com/webhook
     

   • When the Page Access Token is generated, login to the Heroku Dashboard, and set the Heroku FB_PAGE_TOKEN config variable to the value of that token (Setting>Reveal Config Vars)
   • When asked for the Verify Token, enter the value you entered for the FB_VERIFY_TOKEN config variable when you deployed the Heroku app.
   • Make sure you select a page in the Select a page to subscribe your webhook… dropdown

2. Visit the Facebook page you created in the previous step, and click the Message button. Type help in the chat bot. You can continue the conversation with the bot in the Messenger app on your phone or in the browser (http://messenger.com).

Get the full code here at my repository. Happy forking!

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