Integrations

Salesforce

View as MarkdownOpen in Claude

Salesforce is a customer relationship management platform where teams manage leads, contacts, accounts, and sales workflows.

With this integration, you can install the Synthflow Salesforce app, trigger AI-powered calls from Salesforce Flows, and use custom actions to call Salesforce APIs from Synthflow agents. If you use custom actions, you can connect both Salesforce Production and Salesforce Sandbox and choose the environment per action.

Install the Synthflow Salesforce App

You’ll need to have a Synthflow Enterprise plan before you start.

Install the Synthflow app from the AppExchange.

Synthflow app listing on Salesforce AppExchange

Use Salesforce in custom actions

For custom actions, you can connect both Salesforce (Production) and Salesforce Sandbox in the same workspace, then choose the connection per action in Authentication.

1

Open Integrations and connect Salesforce for Production and Salesforce Sandbox for Sandbox.

2

In each custom action, set endpoint URL and Authentication to the matching environment.

3

Keep separate actions per environment, such as salesforce_prod and salesforce_sandbox, so testing and live traffic stay isolated.

Salesforce Production

  • Use for live workflows and customer-facing automations.
  • Point to your Production Salesforce domain.
  • Promote only after validation in Sandbox.

Salesforce Sandbox

  • Use for prompt, payload, and field-mapping validation.
  • Point to your Sandbox Salesforce domain.
  • Validate here before enabling the Production variant.

Custom action configured for Salesforce Sandbox with GET method, Salesforce Sandbox authentication, and initialized status

Create a Call Action

1

In your Salesforce dashboard, select Process Automation > Flows on the left-hand sidebar. Click New Flow in the top-right corner.

2

Select Start from Scratch and click Next. Select Record-Triggered Flow and click Create.

3

Select Contact under Object and A record is created under Trigger the Flow When.

4

Under Set Entry Conditions, select All Condition Requirements Are Met (AND). Enter this configuration:

FieldOperatorValue
LeadSourceEqualsPhone Inquiry
LeadSourceIs ChangedTrue
MobilePhoneIs NullFalse
5

Close the configuration form (click the cross icon under Activate).

6

Click the plus icon and select the Action element. Select Apex > Make a Call.

7

Under Set Input Values for the Selected Action, select these variables:

FieldValue
Name of CustomerTriggering Contact > Full Name
Phoen Number Triggering Contact > Mobile Phone
Record IDTriggering Contact > Contact ID
8

Close the configuration form (click the cross icon under Activate) and click Save. Name your flow and add an API name for it. Click Save and Activate.

FAQ

Yes. You can connect both environments in the same workspace and choose the correct connection per custom action.

Yes. Each environment has its own Salesforce domain, so each action should point to the matching endpoint for that environment.

Use Sandbox to validate prompts, payloads, and field mappings before enabling the same workflow in Production.

Yes. After installing the Synthflow app, you can configure a Flow action to trigger calls from Salesforce.