Telegram Alert User Manual for Sales 360

1. System Overview and Core Components

The Telegram Alert system is a background process that monitors the Order object and uses a secure connection to send messages to your Telegram channel.

2. Setup: Preparing Telegram

Before configuring Sales 360, you must set up your Telegram Bot to get the necessary security credentials.

2.1. Creating a Telegram Bot (Getting the Bot Token) 🤖

1. Open Telegram and search for @BotFather.

2. Start a chat and send the command: /newbot.

3. Follow the prompts to choose a name and a username for your bot.

4. Crucial Step: BotFather will provide you with the HTTP API Token. Copy this token; it is your Bot Token for Sales 360 configuration.

2.2. Getting the Chat ID (Alert Recipient)

The Chat ID identifies where the alerts will be sent (can be a user's private chat or a group).

1. For a Group Chat:

   • Create a new group in Telegram (or use an existing one).

   • Add your newly created bot to this group.

   • Send any message in the group (e.g., "Test").

   • You will need to use a separate Telegram bot (e.g., @getidsbot) or a web browser API call to find the Chat ID of the group after your bot has received a message in it. The ID will start with a negative sign (e.g., -123456789).

2. For a Private Chat: Send a message to your bot and use an ID retrieval tool. The ID will be a positive number.

3. Configuration in Sales 360

Once you have the Bot Token and the Chat ID, enter them into the Sales 360 configuration.

3.1. Entering Telegram Credentials

1. Log in to Sales 360 as a System Administrator.

2. Navigate to Setup $\rightarrow$ Custom Metadata Types $\rightarrow$ Telegram Settings (or the corresponding Custom Settings object).

3. Click Manage Records and edit the primary configuration record.

4. Enter the copied values into the following fields:

5. Click Save.

3.2. Testing the Alert System

1. In the Telegram Settings console, locate the Send Test Alert button (a custom action/Apex method).

2. Click Send Test Alert.

3. Verification: Check your configured Telegram chat/group. You should immediately receive a message: "✅ Sales 360 Test Alert: Telegram integration is active and connected!"

4. Operational Usage (New Order Alert)

The system is now fully automated and requires no further intervention.

4.1. Trigger Event

The primary trigger for the alert is the creation of a New Order record in Sales 360 (typically when a customer successfully completes a purchase on your Experience Cloud site or a sales rep finalizes a quote).

4.2. Alert Content

When a new order is detected, the Sales 360 Flow automatically retrieves the order details and constructs the message:

4.3. Receiving the Alert

The designated Telegram chat will instantly receive a message formatted similarly to this example:

🔔 NEW SALES 360 ORDER! 🛒

Order ID: O-0004567

Customer: Acme Corp.

Total: $1,250.00

Status: New

View Order in Sales 360