Multi-Source Documentation MCP Server

--- category: general scraped_at: '2025-11-12T14:08:28.234819' title: Salesforce url: /docs/salesforce --- # Salesforce With the Salesforce integration, your agent can log notes, create leads, and keep cases up-to-date without leaving the conversation. Use Salesforce actions in both Agent and Tool steps to manage customer data, track interactions, and update records directly from your Voiceflow agent. ## Basic usage [](https://w17llroiln.ufs.sh/f/JH4JLc5mceYkd20NwMlpu1oeO8lNrvZq7mJiBcVy0XgAjEbS) > 🔐 > > To use the Salesforce integration, you'll need to **OAuth into Salesforce** from the Voiceflow Creator. This ensures your agent can securely access and update your Salesforce account. ## What you can do with Salesforce The Salesforce integration currently supports the following actions: | Action | Description | | --- | --- | | Add comment to a case | Append a new comment to an existing Salesforce case. | | Create case | Create a new customer service case in Salesforce. | | Create contact | Add a new contact record to your Salesforce database. | | Create lead | Create a new lead entry in Salesforce. | | Update case | Modify fields or status of an existing Salesforce case. | | Update contact | Edit information for an existing Salesforce contact. | | Update Salesforce lead | Update details for an existing Salesforce lead. | ## Use cases Here are some common ways to use Salesforce in your Voiceflow agent's workflow: * Log a customer’s latest request as a new case after a support conversation. * Automatically create a lead when a potential customer expresses interest. * Update a contact’s phone number or email directly from the conversation. * Append internal notes to an existing case for better team visibility. Example: > If a customer says, “Can you make sure my email is updated and log my refund request?”, the agent might **Update contact** with the new email and **Create case** for the refund request in Salesforce. Ensure you provide an `LLM description` for each tool so the agent understands when to use it. > E.g. for `Create lead`, you might write: `Use this when the user shares information indicating they are a new potential customer.` > 👀 > > ### Be wary of each action's required arguments. > > Each Salesforce action requires different fields (e.g., `FirstName`, `LastName`, or `Email`). Decide whether these should be *defaulted, hardcoded, or collected by the agent*. Always provide LLM descriptions for each input so the agent knows exactly how to use them. > >  ## Frequently asked questions ### Can I map Voiceflow variables to Salesforce fields? > Yes. In each Tool or Agent step, you can map Voiceflow variables directly to the corresponding Salesforce fields for the action. ### Can I use Salesforce actions for multiple records in one step? > No. Each action operates on a single record at a time. If you need to update or create multiple records, specify in the Agent's `Instructions` to perform it multiple times. ### Do I need to set up Salesforce objects before connecting to Voiceflow? > Yes. Make sure the relevant objects and fields exist in Salesforce before mapping them in Voiceflow. [Doc ## Integrations Learn more about what integrations are available to supercharge your agent's workflow and capabilities. Read doc →](https://docs.voiceflow.com/update/docs/integrations#/) Updated 3 months ago --- [MCP](/docs/mcp-tool)[Twilio](/docs/twilio) Ask AI * [Table of Contents](#) * + [Basic usage](#basic-usage) + [What you can do with Salesforce](#what-you-can-do-with-salesforce) + [Use cases](#use-cases) + [Frequently asked questions](#frequently-asked-questions) + - [Can I map Voiceflow variables to Salesforce fields?](#can-i-map-voiceflow-variables-to-salesforce-fields) - [Can I use Salesforce actions for multiple records in one step?](#can-i-use-salesforce-actions-for-multiple-records-in-one-step) - [Do I need to set up Salesforce objects before connecting to Voiceflow?](#do-i-need-to-set-up-salesforce-objects-before-connecting-to-voiceflow)