Integration

Salesforce

Connect approved Salesforce records and pipeline actions to phone workflows.

Description

AIM AI can be configured to query and update selected Salesforce objects from a defined conversation flow. Objects, fields, associations, and automation boundaries are confirmed before implementation.

Authentication

Salesforce OAuth 2.0 or an access token with the instance URL is required.
Exact objects, field access, and approved actions are confirmed during workflow scoping.

Supported Actions (13)

These are the operations this integration can perform after the required credentials and permissions are approved.

SOQL query (standard, paginated, and queryAll)
SOSL search
Find contacts by email
Find accounts by name
Search/get tasks
Get notes
Find events
Find/create/update cases
Create events
Get/delete/upsert sObjects
Create/update contacts, accounts, leads, opportunities
Associate opportunities with contacts
Create tasks and notes

Examples

Use these representative payloads as a technical starting point, then replace the sample values with the approved workflow data.

Salesforce - SOQL Query

Representative workflow configuration for Salesforce - SOQL Query.

JSON

{
  "automationType": "salesforce",
  "nodeId": "salesforce-soql-001",
  "nodeParams": {
    "action": "soql_query",
    "params": {
      "soql": "SELECT Id, Name, Email FROM Contact WHERE Email LIKE '%@example.com' LIMIT 5",
      "apiKey": "SF_ACCESS_TOKEN",
      "instanceUrl": "https://your-instance.my.salesforce.com"
    }
  }
}

Salesforce - Find Contact by Email

Representative workflow configuration for Salesforce - Find Contact by Email.

JSON

{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-contact-001",
  "nodeParams": {
    "action": "find_contact_by_email",
    "params": {
      "email": "jane@example.com"
    }
  }
}

Salesforce - Get Notes

Representative workflow configuration for Salesforce - Get Notes.

JSON

{
  "automationType": "salesforce",
  "nodeId": "salesforce-get-notes-001",
  "nodeParams": {
    "action": "get_notes",
    "params": {
      "ParentId": "003xx000004T123AAC",
      "limit": 20
    }
  }
}

Salesforce - Update Case

Representative workflow configuration for Salesforce - Update Case.

JSON

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-case-001",
  "nodeParams": {
    "action": "update_case",
    "params": {
      "id": "500xx000002X123AAC",
      "Status": "Working",
      "Priority": "High"
    }
  }
}

Salesforce - Delete sObject

Representative workflow configuration for Salesforce - Delete sObject.

JSON

{
  "automationType": "salesforce",
  "nodeId": "salesforce-delete-sobject-001",
  "nodeParams": {
    "action": "delete_sobject",
    "params": {
      "sobject": "Contact",
      "id": "003xx000004T123AAC"
    }
  }
}

Salesforce - Associate Opportunity with Contact

Representative workflow configuration for Salesforce - Associate Opportunity with Contact.

JSON

{
  "automationType": "salesforce",
  "nodeId": "salesforce-assoc-opp-contact-001",
  "nodeParams": {
    "action": "associate_opportunity_contact",
    "params": {
      "opportunityId": "006xx000003G123AAC",
      "contactId": "003xx000004T123AAC",
      "isPrimary": true
    }
  }
}

Salesforce - Update Account

Representative workflow configuration for Salesforce - Update Account.

JSON

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-account-001",
  "nodeParams": {
    "action": "update_account",
    "params": {
      "id": "001xx000003F123AAC",
      "Industry": "Technology"
    }
  }
}

Salesforce - Update sObject

Representative workflow configuration for Salesforce - Update sObject.

JSON

{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-sobject-001",
  "nodeParams": {
    "action": "update_sobject",
    "params": {
      "sobject": "Case",
      "id": "500xx000002X123AAC",
      "fields": {
        "Priority": "High"
      }
    }
  }
}