Salesforce
The Salesforce integration lets agents look up and update contacts, create leads and read accounts in your Salesforce org.
Connect
- Open your project and go to Tools → Add tool → From template.
- Find Salesforce CRM and click Connect with Salesforce.
- Sign in to Salesforce and click Allow.
- Back in the VoisX console, select the actions you want to enable and click Install integration.
VoisX requests the api, refresh_token and offline_access scopes. The agent can only see and change the records that the connected Salesforce user can. Use a dedicated integration user with a profile limited to the objects the agent needs.
Actions
| Action | What it does |
|---|---|
| Get Contact | Reads a contact by its Salesforce ID |
| Search Contacts | Finds contacts, for example by email or phone |
| Update Contact | Updates fields on a contact |
| Create Lead | Creates a lead (status New) |
| Get Account | Reads an account by its Salesforce ID |
Example: capture a lead
When a caller is interested in a demo:
1. Collect first name, last name, company, email and phone.
2. Use Search Contacts with their email. If they already exist, do not create a lead; tell them their account manager will follow up.
3. Otherwise use Create Lead with the details you collected.
Troubleshooting
INVALID_SESSION_ID
The connection was revoked in Salesforce. Reconnect Salesforce.
INSUFFICIENT_ACCESS or a field is missing
The connected user's profile cannot read or edit that object or field. Update the profile or permission set in Salesforce.
REQUIRED_FIELD_MISSING
Your org has extra required fields on Lead. Make them optional, or add default values in Salesforce.
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