Salesforce

Manage contacts, leads, and cases in your Salesforce CRM.

Available in the STARTER plan and above.

The Salesforce integration lets you interact with your CRM during a conversation. Use it to create leads when users express interest, log support cases, update contact information.

Actions

Action	Description
Create lead	Create a new lead in Salesforce.
Create contact	Create a new contact in Salesforce.
Create case	Create a new case in Salesforce.
Update lead	Updates an existing lead in Salesforce.
Update contact	Updates an existing contact in Salesforce.
Update case	Updates an existing case in Salesforce.
Fetch lead	Fetches details of an existing lead.
Fetch contact	Fetches details of an existing contact.
Fetch case	Fetches details of an existing case.

How to use the Salesforce integration

1

Connect your Salesforce account

Add the Salesforce block to your agent. Click Add Account, then complete the OAuth process by logging into Salesforce and approving the requested permissions. Once authorized, your Salesforce account will show as connected.

The user connecting the Salesforce account must have the necessary permissions.

2

Choose the action to perform

Select the action this block should carry out. Available actions are listed on the table above

3

Map the fields

Match each Salesforce field to the data it should receive — this can be a variable captured earlier in the conversation, or a static value you set manually. Every required field for the selected action must be mapped before the block will run.

Max fields you can map is 50.