By connecting Salesforce Sales Cloud, your agent can sync leads from your conversations with your Salesforce org, and you gain tools for the agent to look up and write to Salesforce while chatting with a customer — for example, checking whether a lead with that email already exists before creating a duplicate.
What you getBy connecting Salesforce Sales Cloud, your agent can sync leads from your conversations with your Salesforce org, and you gain tools for the agent to look up and write t…
Before you startWarning — Check your plan before you start Unlike HubSpot, not every Salesforce plan includes REST API access — without it, this integration can't work.
In Salesforce: creating the External Client App and its credentialsNote — "External Client App", never "Connected App" Salesforce restricted the creation of classic "Connected Apps" starting with Spring '26, and recommends its replace…
In Platform: connecting SalesforceRequirements: Admin role; the three values from section 3 (Consumer Key, Consumer Secret and My Domain URL).
Which actions to activate, and for whomConnecting Salesforce doesn't activate anything on its own: both the panel actions and the agent tools are born off.
Testing the connectionWith Salesforce already connected, the detail's Status tab includes a Test connection button that checks, on the spot, that the saved credentials are still valid agains…
Using it from the agent and from flowsWith the tools activated (section 5), your agent can look up and write to Salesforce while chatting.
Common problemsCan I connect more than one Salesforce org?
Disconnecting Salesforce and what happens to your dataRequirements: Admin role.