> For a complete page index, fetch https://docs.synthflow.ai/llms.txt. For full documentation content, fetch https://docs.synthflow.ai/llms-full.txt.

# Salesforce

> Install and configure the Synthflow Salesforce app so Salesforce workflows can work with AI agents.

![Synthflow AI integration with Salesforce](https://storage.googleapis.com/granular-changelog/doc-images/salesforce_cover.svg)

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](https://appexchange.salesforce.com/appxListingDetail?listingId=b3c5184b-8f61-48c9-be81-b8672b6bd33e), trigger AI-powered calls from Salesforce Flows, and use [custom actions](/about-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

> **Tip**
>
> You'll need to have a Synthflow Enterprise plan before you start.

Install the [Synthflow app](https://appexchange.salesforce.com/appxListingDetail?listingId=b3c5184b-8f61-48c9-be81-b8672b6bd33e) from the AppExchange.

![Synthflow app listing on Salesforce AppExchange](https://storage.googleapis.com/granular-changelog/doc-images/salesforce_marketplace.png)

## Use Salesforce in custom actions

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

Open **Admin** → **Workspace Settings** → **Integrations** and connect **Salesforce** for Production and **Salesforce Sandbox** for Sandbox.

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

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](https://storage.googleapis.com/granular-changelog/doc-images/salesforce_custom_action_sandbox.png)

## Create a Call Action

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

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

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

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

<table>
  <tr>
    <th>
      Field
    </th>

    <th>
      Operator
    </th>

    <th>
      Value
    </th>
  </tr>

  <tr>
    <td>
      LeadSource
    </td>

    <td>
      Equals
    </td>

    <td>
      Phone Inquiry
    </td>
  </tr>

  <tr>
    <td>
      LeadSource
    </td>

    <td>
      Is Changed
    </td>

    <td>
      True
    </td>
  </tr>

  <tr>
    <td>
      MobilePhone
    </td>

    <td>
      Is Null
    </td>

    <td>
      False
    </td>
  </tr>
</table>

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

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

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

<table>
  <tr>
    <th>
      Field
    </th>

    <th>
      Value
    </th>
  </tr>

  <tr>
    <td>
      Name of Customer
    </td>

    <td>
      Triggering Contact > Full Name
    </td>
  </tr>

  <tr>
    <td>
       Phoen Number 
    </td>

    <td>
      Triggering Contact > Mobile Phone 
    </td>
  </tr>

  <tr>
    <td>
      Record ID
    </td>

    <td>
      Triggering Contact > Contact ID 
    </td>
  </tr>
</table>

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

#### Can I connect both Salesforce Production and Sandbox in one workspace?

Yes. You can connect both environments in the same workspace and choose the correct connection per [custom action](/about-custom-actions).

#### Do I need separate endpoints for Production and Sandbox?

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

#### When should I use Salesforce Sandbox instead of Production?

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

#### Can I trigger Synthflow calls from Salesforce Flows?

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

> Install and configure the Synthflow Salesforce app so Salesforce workflows can work with AI agents.