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Alexa Skill Sample - Sales Assistant

Salesforce SetupDeployAccount LinkingTestingDistribute Private SkillsDistribute Private Skills

Part 1: Create a Salesforce Trailhead Playground

In order to build our skill, you need a Salesforce org to interact with. A Salesforce Trailhead Playground is free and allows you to create everything you will need to complete this skill.

  1. Go to the Trailhead Playground Management Module to create a Trailhead Playground (TP) org.
  2. Complete units 1 & 2 in order to set up your TP and obtain your username and login credentials.

Part 2: Prepare Objects for Heroku Connect

Heroku Connect needs a unique identifier to be created on the key objects we will interact with for this skill.

Create an External ID field for the Opportunity object

  1. In Setup, click the Object Manager tab.
  2. Click the Opportunity object.
  3. Click Fields & Relationships.
  4. Click New.
  5. For Data Type, select Text, and click Next.
  6. Complete the custom field as follows:
  • Field Label: External Opportunity ID
  • Length: 10
  • Field Name: External_Opportunity_ID
  • Unique: Select Do not allow duplicate values
  • External ID: Select Set this field as the unique record identifier from an external system
  1. Click Next.
  2. Check the Visible box to make the field visible to all profiles, and click Next, and then Save.

For more information on what Heroku Connect is doing, see the Heroku Developer documentation.

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