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
What to automate with Salesforce
Use this integration to connect phone conversations, operational records and post-call actions in an auditable flow. The agent queries Salesforce, decides the next step from context and records the outcome without manual updates.
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.
Related pages
Call Transfer
Transfer calls from AI agent to humans or departments without losing any conversation information.
Schedule Appointments
Your AI agent schedules, reschedules, and cancels appointments directly integrated with your calendar.
Google Calendar
Sync appointments made by the AI agent directly with your team's Google Calendar.
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