> For the complete documentation index, see [llms.txt](https://help.wotnot.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.wotnot.io/build/integrations/native/salesforce.md).

# Salesforce

{% hint style="info" %}
Available in the **STARTER** plan and above.
{% endhint %}

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

<table data-search="false"><thead><tr><th width="226.72564697265625">Action</th><th>Description</th></tr></thead><tbody><tr><td><strong>Create lead</strong></td><td>Create a new lead in Salesforce.</td></tr><tr><td><strong>Create contact</strong></td><td>Create a new contact in Salesforce.</td></tr><tr><td><strong>Create case</strong></td><td>Create a new case in Salesforce.</td></tr><tr><td><strong>Update lead</strong></td><td>Updates an existing lead in Salesforce.</td></tr><tr><td><strong>Update contact</strong></td><td>Updates an existing contact in Salesforce.</td></tr><tr><td><strong>Update case</strong></td><td>Updates an existing case in Salesforce.</td></tr><tr><td><strong>Fetch lead</strong></td><td>Fetches details of an existing lead.</td></tr><tr><td><strong>Fetch contact</strong></td><td>Fetches details of an existing contact.</td></tr><tr><td><strong>Fetch case</strong></td><td>Fetches details of an existing case.</td></tr></tbody></table>

## How to use the Salesforce integration

{% stepper %}
{% step %}

### 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.

{% hint style="info" %}
The user connecting the Salesforce account must have the necessary permissions.
{% endhint %}
{% endstep %}

{% step %}

### Choose the action to perform

Select the action this block should carry out. Available actions are [listed on the table above](#actions)
{% endstep %}

{% step %}

### Map the fields

Match each Salesforce field to the data it should receive — this can be a [variable](/build/interface/variables.md) 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.

{% hint style="info" %}
Max fields you can map is 50.
{% endhint %}
{% endstep %}
{% endstepper %}


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