Salesforce Integration
Bidirectional sync with Salesforce CRM for leads, opportunities, accounts, and custom objects.
What you can automate with Salesforce.
Connect Salesforce events to AI agent workflows with pre-built triggers and actions.
Data types available through this integration.
How enterprises use Salesforce with assistents.
AI-Powered Lead Scoring
Agents analyze lead data in real time and update Salesforce scores automatically.
Automated Case Routing
Route support cases to the right team based on AI-driven classification.
Pipeline Intelligence
Surface deal risks and recommended next actions directly inside Salesforce.
Frequently asked questions.
Does the Salesforce integration support custom objects?
Yes. You can map any custom object in Salesforce to assistents agents with full read/write access and field-level permissions.
How is authentication handled?
The integration uses OAuth 2.0 with Salesforce Connected Apps. Role-based access is inherited from your Salesforce org.
Can I sync historical data?
Yes. Initial sync imports historical records, then switches to real-time incremental sync for ongoing changes.
Explore more integrations.
Power your Salesforce integration with AI agents.
Agent Builder
Create AI agents that connect to Salesforce with natural language — no code required.
Workflow Builder
Build multi-step workflows that automate actions across Salesforce and other systems.
Agent Governance
Enforce permissions, audit trails, and compliance on every agent action in Salesforce.
Ready to connect Salesforce?
Schedule a personalized demo to see how assistents’s AI agents integrate with Salesforce for your organization.