Salesforce

Connect your Salesforce CRM with your voice AI agent to manage contacts, leads, and opportunities.

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.

You connect Salesforce once, here in the dashboard. Then you can attach it to agents here, or from your own code over the API.

Key benefits

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

Setup option 1: from the main dashboard

Open the integrations page

Go to the Integrations page in your dashboard and select the All Integrations tab.

Salesforce integration dashboard setup

Connect Salesforce

Find the Salesforce card and click Connect. Enter your Salesforce instance details and credentials, then save the integration and test the connection.

Configuration screen for Salesforce integration

Attach to your agent

Go to your agent's edit page, open the Integrations tab, and attach the Salesforce integration from the dropdown.

Setup option 2: from agent configuration

Open the agent's integrations tab

Go to your agent's edit page and open the Integrations tab.

Connect Salesforce

Choose Salesforce from the Connect New Integration section and click the connect button. Enter your integration name, description, and instance URL.

Provide credentials

Provide your Salesforce username and password, then enter your client ID and client secret from the connected Salesforce app.

Select objects and save

Select the Salesforce objects you want to connect to (for example, Lead, Contact, Opportunity). Click Save to finish setup and attach the integration to the agent.

Configuration fields

Fields required for configuring the integration

Integration Name: choose a recognizable name
Description: purpose or details about this integration
Instance URL: your Salesforce domain URL (for example, https://yourcompany.my.salesforce.com)
Username and Password: your Salesforce login credentials
Client ID and Client Secret: from your connected Salesforce app
Connected Objects: select the Salesforce objects (Leads, Contacts, Opportunities, etc.) you wish to sync

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

Set it up over the API

You connect Salesforce once, in the dashboard. From then on, your code can add it to any agent with the connection's integration_id.

Find the connection's id

API reference: List integrations

curl "https://omnidim.io/api/v1/integrations" \
  -H "Authorization: Bearer YOUR_API_KEY"

Pick the entry whose integration_type is salesforce and note its id. Keep it: the same id works for every agent.

Add Salesforce to an agent

API reference: Add a post-call action

curl -X POST "https://omnidim.io/api/v1/agents/158910/post-call-actions" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "salesforce",
    "integration_id": 817,
    "object_name": "Lead"
  }'

object_name is one of Lead, Contact, Account, Opportunity, Case, Task or Product. Leave it out and a Lead is created. Salesforce gets a fixed set of fields for that object, so this action takes no extracted_variables. The agent's other post-call actions are not touched.

Repeat for other agents

Send the same request with another agent's id. You don't connect Salesforce again.

For changing and removing actions, see Post-call actions over the API.

Tips for a 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

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