# Salesforce (/docs/integrations/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.

## Key benefits [#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 [#setup-option-1-from-the-main-dashboard]

<Steps>
  <Step>
    ### Open the integrations page [#open-the-integrations-page]

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

        <img alt="Salesforce integration dashboard setup" src="__img0" />
  </Step>

  <Step>
    ### Connect Salesforce [#connect-salesforce]

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

        <img alt="Configuration screen for Salesforce integration" src="__img1" />
  </Step>

  <Step>
    ### Attach to your agent [#attach-to-your-agent]

    Go to your agent's edit page, open the **Integrations** tab, and attach
    the Salesforce integration from the dropdown.
  </Step>
</Steps>

## Setup option 2: from agent configuration [#setup-option-2-from-agent-configuration]

<Steps>
  <Step>
    ### Open the agent's integrations tab [#open-the-agents-integrations-tab]

    Go to your agent's edit page and open the **Integrations** tab.
  </Step>

  <Step>
    ### Connect Salesforce [#connect-salesforce-1]

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

  <Step>
    ### Provide credentials [#provide-credentials]

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

  <Step>
    ### Select objects and save [#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.
  </Step>
</Steps>

## Configuration fields [#configuration-fields]

<img alt="Fields required for configuring the integration" src="__img2" />

* **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 [#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

## Tips for a successful integration [#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