Salesforce Integration Guide
Learn how to connect your Salesforce CRM with your voice AI agent to manage contacts, leads, and more.
1. Overview
The Salesforce integration allows your agent to access and update records in your CRM automatically. After each call, OmniDimension can push post-call data to Salesforce objects like Leads, Contacts, or Opportunities.
2. Key Benefits
- Automatically update CRM records after a call
- Streamline lead management workflows
- Create or update contacts, accounts, and opportunities based on extracted variables
3. Setup Option 1: From Main Dashboard
- Go to the Integrations page in your dashboard
- Select the All Integrations tab
- Find the Salesforce card and click Connect
- Enter your Salesforce instance details and credentials
- Save the integration and test the connection
- Go to your agent's edit page → Integrations tab
- Attach the Salesforce integration from the dropdown
Setting up Salesforce integration from dashboard
Configuration screen for Salesforce integration
4. Setup Option 2: From Agent Configuration
- Go to your agent's edit page
- Open the Integrations tab
- Choose Salesforce from 'Connect New Integration' section and click on connect button
- Enter your integration name, description, and instance URL
- Provide your Salesforce Username and Password
- Enter your Client ID and Client Secret from Salesforce
- Select the Salesforce objects you want to connect to (e.g., Lead, Contact, Opportunity)
- Click Save to finish setup and attach the integration to the agent
5. Configuration Fields
- Integration Name: Choose a recognizable name
- Description: Purpose or details about this integration
- Instance URL: Your Salesforce domain URL (e.g., https://yourcompany.my.salesforce.com)
- Username & Password: Your Salesforce login credentials
- Client ID & Client Secret: From your connected Salesforce App
- Connected Objects: Select the Salesforce objects (Leads, Contacts, Opportunities, etc.) you wish to sync
Fields required for configuring the integration
6. Using With Your Agent
- Extracted data from user calls will be sent to Salesforce automatically
- Mapped variables are updated in the selected objects
- Conversation history, intent, and sentiment can also be logged
7. Tips for Successful Integration
- Use a dedicated Salesforce integration user account
- Ensure the connected app has API access enabled
- Map only the necessary fields to avoid data clutter
- Test the connection thoroughly using sample calls