Salesforce Integration

What You Can Do

The Salesforce integration enables your agents to:

• Create and update leads - Automatically capture leads from forms, calls, emails
• Sync contact data - Keep contact information up-to-date across systems
• Manage opportunities - Track deals through your sales pipeline
• Log activities - Record calls, emails, meetings automatically
• Update custom objects - Work with your custom Salesforce schema
• Run reports - Trigger actions based on Salesforce reports

Setup Instructions

Step 1: Create a Connected App in Salesforce

1. Log into Salesforce as an administrator
2. Go to Setup → App Manager
3. Click New Connected App
4. Fill in the basic information:
   • Connected App Name: Inteliworks AI Agents
   • API Name: Inteliworks_AI_Agents
   • Contact Email: Your email
5. Enable OAuth Settings
6. Set Callback URL: https://app.inteliworks.io/integrations/salesforce/callback
7. Select OAuth Scopes:
   • Full access (full)
   • Perform requests at any time (refresh_token, offline_access)
8. Click Save

Step 2: Get Your Credentials

1. After saving, click Continue
2. You'll see your Consumer Key and Consumer Secret
3. Copy both values - you'll need them in the next step

Step 3: Connect in Inteliworks

1. Go to Integrations in your Inteliworks dashboard
2. Find Salesforce and click Connect
3. Enter your Consumer Key and Consumer Secret
4. Choose your Salesforce instance:
   • Production - For live Salesforce org
   • Sandbox - For testing
5. Click Authorize
6. You'll be redirected to Salesforce to grant permissions
7. After authorizing, you'll return to Inteliworks

Common Use Cases

1. Automatic Lead Creation

Create Salesforce leads from web form submissions:

Trigger: Webhook (form submission)

Actions:
1. Extract form data (name, email, company, phone)
2. Salesforce: Create Lead
   - First Name: {{form.firstName}}
   - Last Name: {{form.lastName}}
   - Email: {{form.email}}
   - Company: {{form.company}}
   - Phone: {{form.phone}}
   - Lead Source: "Website Form"
   - Status: "Open - Not Contacted"
3. Slack: Notify sales channel
   Message: "New lead: {{form.firstName}} {{form.lastName}} from {{form.company}}"

2. Opportunity Stage Updates

Automatically update opportunity stages based on customer actions:

Trigger: Calendly meeting booked

Actions:
1. Find Salesforce Opportunity by email
2. If found:
   - Update Stage: "Demo Scheduled"
   - Update Next Step: "Product demo on {{meeting.date}}"
   - Add Task: "Prepare demo materials"
3. Else:
   - Create new Opportunity
   - Stage: "Demo Scheduled"
   - Close Date: {{30 days from now}}

3. Activity Logging

Log all customer interactions automatically:

Trigger: Gmail - Email received

Actions:
1. Check if sender is in Salesforce
2. If yes:
   - Create Activity
   - Type: "Email"
   - Subject: {{email.subject}}
   - Description: {{email.body}}
   - Related To: Contact
3. If important keywords detected:
   - Add flag for sales rep follow-up

Advanced Features

Custom Object Support

Work with custom Salesforce objects:

• Access custom fields on standard objects
• Create/update records in custom objects
• Run queries on custom object data

SOQL Queries

Use Salesforce Object Query Language for complex data retrieval:

SELECT Id, Name, Email, Account.Name
FROM Contact
WHERE Email = '{{trigger.email}}'
AND Account.Type = 'Customer'
LIMIT 1

Bulk Operations

Process multiple records efficiently:

• Batch create up to 200 records at once
• Bulk update based on CSV uploads
• Mass delete with safety checks

Field Mapping

Troubleshooting

Error: "Invalid Grant"

Cause: OAuth token expired or revoked

Solution: Reconnect the integration from your Integrations dashboard

Error: "Request Limit Exceeded"

Cause: Hit Salesforce API rate limits (15,000 requests per 24hrs for Enterprise)

Solution::

• Enable request batching in agent settings
• Use bulk operations for multiple records
• Upgrade Salesforce edition for higher limits

Error: "Required Field Missing"

Cause: Salesforce requires fields not provided by agent

Solution::

• Check Salesforce object requirements
• Add default values in agent configuration
• Map additional form fields to required Salesforce fields

Rate Limits & Best Practices

Salesforce API Limits

• Professional: 1,000 API requests per 24 hours
• Enterprise: 15,000 API requests per 24 hours
• Unlimited: 100,000 API requests per 24 hours

Best Practices

• Use bulk operations - Batch multiple records to save API calls
• Cache data locally - Don't query Salesforce for every execution
• Set up monitoring - Track API usage in Salesforce Setup
• Use webhooks - Let Salesforce push updates instead of polling