Salesforce voice AI integration

Create a lead in Salesforce for the caller. Use when the caller is a sales prospect.

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Read the Salesforce Lead list, a page at a time. For importing a call list.

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Update many Salesforce leads in one call — the campaign write-back path.

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Log every call as a Salesforce Task (an Activity). Map at least Subject. Useful fields: Description, ActivityDate, Status, CallType, CallDurationInSeconds, WhoId (the Lead or Contact it belongs to).

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Find an existing Salesforce contact by phone number. Use to recognise a caller and to get the contact ID that notes, tasks and cases need. If more than one contact comes back, do not assume which person is calling — ask.

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Fetch one Salesforce contact by its ID.

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Create a Salesforce contact for the caller. ALWAYS supply a last name — Salesforce refuses to create a contact without one.

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Update fields on an existing Salesforce contact. Only the fields you supply are changed. Supply at least one field besides the ID — check hasErrors is false before telling the caller it worked.

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Fetch one Salesforce lead by its ID. IsConverted tells you whether it has already become a contact — if so, work from ConvertedContactId instead.

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Update fields on an existing Salesforce lead — including moving its Status. Only the fields you supply are changed. Check hasErrors is false before telling the caller it worked.

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Fetch one Salesforce account (the company a contact belongs to) by its ID.

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Update fields on an existing Salesforce account. Only the fields you supply are changed. Check hasErrors is false before telling the caller it worked.

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List the open and recent opportunities on a Salesforce account. Get the account ID from a contact's AccountId first.

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Fetch one Salesforce opportunity by its ID — its stage, value and close date.

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Fetch one Salesforce case (a support ticket) by its ID, so you can tell a caller its current status.

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Look up which member of staff a record belongs to, from an OwnerId. Use this to tell a caller who is handling their case — never read out an internal email address or direct mobile number.

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Create a follow-up task against a Salesforce contact. If the caller did not name a due date, use tomorrow.

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Write a note onto a Salesforce contact — what the caller asked for, what was agreed. Keep it to a short paragraph.

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Fetch one record from the custom Salesforce object this tool is pointed at, by its ID.

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Update one record of the custom Salesforce object this tool is pointed at. Supply the fields as an object whose keys are the exact Salesforce field API names, e.g. {"Status__c": "Renewed"}.

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