Integrations · Salesforce CRM

Salesforce voice AI integration

Connect Nexora Voice and Nexora Chat directly to Salesforce Sales Cloud or Service Cloud. Every conversation creates and updates Lead, Contact, Opportunity, and Case records in real time, with the full transcript attached as an activity. The integration uses OAuth-authenticated REST API calls, respects your sharing rules and field-level security, and runs against your sandbox first so your admins can validate flows before the 14-day pilot ends.

How it works

Three steps to ship Salesforce CRM in your pilot

STEP 1

Authorise with OAuth

Connect your Salesforce org through a single OAuth flow. Nexora reads your object schema, field-level security, and sharing rules so the agent operates within your existing permissions model.

STEP 2

Map agent intents to objects

Choose which conversation events create Leads, update Contacts, open Cases, or progress Opportunities. Pre-built templates ship for sales, support, and service workflows. Custom field mapping takes minutes, not days.

STEP 3

Go live with audit trail

Every voice and chat conversation writes a structured activity record on the related object, with the transcript, signal events, and outcome attached. Reps see the full context next time they open the record.

What teams use it for

Common Salesforce CRM use cases

  • Inbound sales calls that auto-create Leads and attach the full transcript as a Salesforce activity.

  • Outbound collections or renewal calls that update the Contact, write a follow-up Task, and progress the Opportunity stage.

  • Service Cloud Case creation directly from a chat session, with priority routed by detected urgency in the conversation.

Code preview

Salesforce — lead create on inbound voice call

JSON
POST /services/data/v60.0/sobjects/Lead
{
  "FirstName": "<from-conversation>",
  "LastName": "<from-conversation>",
  "Phone": "<from-call-metadata>",
  "Company": "<extracted-by-agent>",
  "LeadSource": "Nexora Voice",
  "Status": "Open - Not Contacted",
  "Description": "<conversation-summary>"
}

Stylised example — not a runnable script. Endpoints, payload shapes, and authentication are documented in the integration runbook shipped during the pilot.

Frequently asked questions

Common questions

Does the Salesforce integration support sandbox testing?

Yes. Every Salesforce connection is first wired against your sandbox org so your admins can validate object mapping, field-level security, and sharing-rule behaviour before any production data is touched. The 14-day pilot includes a sandbox-first deployment by default, with a cut-over checklist before production go-live.

Can the voice agent update custom Salesforce objects?

Yes. The agent works against any Salesforce object exposed via the REST API — Leads, Contacts, Opportunities, Cases, plus your custom objects. Map agent intents to object actions during pilot setup. Field-level security and sharing rules are respected; the agent can only read or write what its OAuth scope allows.

Where is the call transcript stored?

Transcripts attach as activity records (Task or Event) on the related Lead, Contact, or Case. Audio recording links are stored too, behind your Salesforce access controls. Conversations are not retained by the LLM provider — zero-retention routing applies to every prompt and response.

How long does Salesforce integration setup take?

A standard Sales Cloud or Service Cloud connection takes one to two days during the 14-day pilot. Custom field mapping and complex routing rules add another day or two. Multi-org or enterprise setups with stricter governance reviews are scoped at kick-off so timelines stay realistic.

Ready to wire Salesforce CRM into your pilot?

Pilot in 14 days. Live in 30.

A 30-minute scoping call. We bring the Salesforce CRM integration patterns. You bring the system credentials and the first use case.

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