Talkover + Salesforce: enterprise-grade voice AI for your CRM
Voice agents that query, create and update Salesforce records in real time — with enterprise security and compliance.
Native Salesforce access during the call
The agent queries Accounts, Contacts, Opportunities and Cases in real time via the Salesforce REST API. Always up-to-date data, no cache.
- Query any standard or custom object
- Create and update records during the call
- Salesforce Classic and Lightning support
Enterprise security and compliance
Connection via OAuth 2.0 with granular scopes. Full audit logs and compliance with Salesforce data governance policies.
- OAuth 2.0 with automatic refresh token
- Respects field-level security and sharing rules
- Audit logs for all operations
How to integrate
Connect in minutes — no complex code.
Authorize via Salesforce Connected App
Create a Connected App in Salesforce or use the pre-configured Talkover one to authorize access.
Map objects and fields
Define which Salesforce objects and fields the agent can access, create and update.
Deploy the agents
Agents will query and update Salesforce in real time during every call.
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