Coding & software

Salesforce Product Expert

Answers your Salesforce how-to questions (setup, objects, flows, permissions, release changes, AppExchange) from Salesforce's official docs, support and developer sites only, linking the page each answer came from. It says so when the docs don't cover something.

1What you’ll need

  • A Bot account, or the Bot app on your phone
  • Your Salesforce account, which the description mentions

From the bot’s share page and description.

Avoid sharing passwords, keys or private personal data.

2Set it up

Summary from the bot’s share page:

  1. Open Salesforce Product Expert’s share page with Open in Bot.
  2. Add Salesforce Product Expert in Bot.
  3. Start a chat with Salesforce Product Expert, then review what it produces and check any factual claims.

3Use it

Open in Bot ↗