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    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

  1. Automatically update CRM records after a call
  2. Streamline lead management workflows
  3. Create or update contacts, accounts, and opportunities based on extracted variables

    4. 3. Setup Option 1: From Main Dashboard

  4. Go to the Integrations page in your dashboard
  5. Select the All Integrations tab
  6. Find the Salesforce card and click Connect
  7. Enter your Salesforce instance details and credentials
  8. Save the integration and test the connection
  9. Go to your agent's edit page → Integrations tab
  10. Attach the Salesforce integration from the dropdown

    11. Setting up Salesforce integration from dashboard

    Salesforce integration dashboard setup

    Configuration screen for Salesforce integration

    Salesforce connect modal

    4. Setup Option 2: From Agent Configuration

  11. Go to your agent's edit page
  12. Open the Integrations tab
  13. Choose Salesforce from 'Connect New Integration' section and click on connect button
  14. Enter your integration name, description, and instance URL
  15. Provide your Salesforce Username and Password
  16. Enter your Client ID and Client Secret from Salesforce
  17. Select the Salesforce objects you want to connect to (e.g., Lead, Contact, Opportunity)
  18. Click Save to finish setup and attach the integration to the agent

    19. 5. Configuration Fields

  19. Integration Name: Choose a recognizable name
  20. Description: Purpose or details about this integration
  21. Instance URL: Your Salesforce domain URL (e.g., https://yourcompany.my.salesforce.com)
  22. Username & Password: Your Salesforce login credentials
  23. Client ID & Client Secret: From your connected Salesforce App
  24. Connected Objects: Select the Salesforce objects (Leads, Contacts, Opportunities, etc.) you wish to sync

    25. Fields required for configuring the integration

    Salesforce integration fields

    6. Using With Your Agent

  25. Extracted data from user calls will be sent to Salesforce automatically
  26. Mapped variables are updated in the selected objects
  27. Conversation history, intent, and sentiment can also be logged

    28. 7. Tips for Successful Integration

  28. Use a dedicated Salesforce integration user account
  29. Ensure the connected app has API access enabled
  30. Map only the necessary fields to avoid data clutter
  31. Test the connection thoroughly using sample calls