Resolver properties for Salesforce integration

This article includes examples to help you configure the properties of Citrix Assistant resolvers for each intent in Salesforce integration.

When you create an integration in the Microapps service, the Citrix Assistant resolvers are configured by default. You can modify these resolvers and you can also add new resolvers.

For more information, see Configure Citrix Assistant resolvers

Use the following examples to edit or add resolvers for Salesforce integration.

Intent CRM.Account.Lookup

The source table selected for this resolver is Account.

Sample queries:

  • find my accounts
  • show account Global Healthcare Inc.

Data filter account lookup

Response values account lookup

Intent CRM.Account.Details

The source table selected for this resolver is Account.

Data filter account details

Response values account details

Intent CRM.Contract.Lookup

The source table selected for this resolver is Contract.

Sample queries:

  • show my contracts
  • show contracts expiring soon
  • show aAutomationAccount contracts

Data filter contract lookup

Response values contract lookup

Intent CRM.Contract.Details

The source table selected for this resolver is Contract.

Data filter contract details

Response values contract details

Intent CRM.Contract.Question.Status

The source table selected for this resolver is Contract.

Sample query:

  • what’s the status of the contract with aAutomationAccount?

Data filter contract status

Response values contract status

Intent CRM.Lead.Lookup

The source table selected for this resolver is Lead.

Sample queries:

  • show my leads
  • show leads from Android
  • show all my open leads

Data filter lead lookup

Response values lead lookup

Intent CRM.Lead.Details

The source table selected for this resolver is Lead.

Data filter lead details

Response values lead details

Intent CRM.Lead.Question.Source

The source table selected for this resolver is Lead.

Sample query:

  • what is the source of the lead for Android?

Data filter lead source

Response values lead source

Intent CRM.Lead.Question.Status

The source table selected for this resolver is Lead.

Sample query:

  • what is the status of the lead for Android?

Data filter lead status

Response values lead status

Intent CRM.Opportunity.Lookup

The source table selected for this resolver is Opportunity.

Sample query:

  • show my opportunities

Data filter opportunity lookup

Response values opportunity lookup

Intent CRM.Opportunity.Details

The source table selected for this resolver is Opportunity.

Data filter opportunity details

Response values opportunity details

Intent CRM.Opportunity.Question.ModificationTime

The source table selected for this resolver is Opportunity.

Sample query:

  • when was MartinsTestOpportunity last modified?

Data filter opportunity mod time

Response values opportunity mod time

Intent CRM.Opportunity.Question.Owner

The source table selected for this resolver is Opportunity.

Sample query:

  • who is the owner of MartinsTestOpportunity opportunity?

Data filter opportunity owner

Response values opportunity owner

Intent CRM.Opportunity.Question.Stage

The source table selected for this resolver is Opportunity.

Sample query:

  • what is the stage of MartinsTestOpportunity opportunity?

Data filter opportunity stage

Response values opportunity stage