Alexa Skill Sample - Salesforce Transcribe Notes

Introduction

This skill demonstrates how to build a private Alexa skill to access Salesforce data. This skill identifies a given opportunity then tracks a series of statements that a user gives, then posts those either as a note or as a Chatter post.

Pre-requisites

This is a NodeJS Lambda function and skill defintion to be used by ASK CLI.

You need to initialize ASK CLI with

$ ask init

You need an AWS account and an Amazon developer account to create an Alexa Skill.

In order to use the ASK CLI features to automatically deploy and manage your Lambda skill, ensure that you have AWS credentials set up with the appropriate permissions on the computer to which you are installing ASK CLI, as described in Set Up Credentials for an Amazon Web Services (AWS) Account.

Clone or download this repository. Then you need to download NodeJS dependencies :

$ (cd lambda/custom && npm install)

You need a Salesforce Trailhead Playground.

Objectives

Together, we'll build a skill that is invoked with the name Salesforce Notes.

Alexa, open Salesforce Notes

Let's get started!

1. Salesforce Setup - Set up a Salesforce org using Trailhead Playground.
2. Deploy - Customize and deploy the provided skill.
3. Account Linking - Create a Connected App in Salesforce to use for Account Linking to the Alexa skill.
4. Testing - Make sure everything works.
5. Distribute Private Skills - Learn about Alexa for Business and how to distribute private skills.