Scout is an integration with Salesforce that allows Workplace users to easily create leads in Salesforce through Workplace. Users are also able to easily search for existing leads.

The integration provides a Workplace Chat bot. This page will guide you how to interact with the bot.

Prerequisites

  • You must have completed the steps at Installing User Utilities.
  • Your Workplace community must have been given access to this app. Contact ServiceRocket to request for an access.

Steps

  1. Visit Workplace Chat.

  2. Find User Utilities by ServiceRocket from the list of chats.



  3. Start by saying "Hi".



What's next?