Salesforce

The Salesforce integration lets your agents read and write Salesforce data. Look up a contact’s account before the call, create a lead or task when the conversation ends, log the call on the record, or start calling as soon as a new lead is created.

Connect Salesforce

Find Salesforce in the App Center

Open App Center, search for Salesforce, and click +.

Enter the Salesforce domain

Enter a Connection Name and the Salesforce Domain to sign in to. The default, login.salesforce.com, connects a production org. Use test.salesforce.com for a sandbox, or your My Domain, for example mycompany.my.salesforce.com or mycompany.sandbox.my.salesforce.com.

Click Connect, sign in to Salesforce in the pop-up, and approve access.

Salesforce login pop-up with Username and Password fields and a Log In button — Sign in to Salesforce in the pop-up

Confirm the connection

Back in Callers, Salesforce shows a check mark under Connected Apps.

Connect with a dedicated integration user whose profile can read and edit only the objects your agents need. The connection acts with that user’s permissions.

Available actions

The integration offers about a hundred actions. The groups below list them all; the ones agents use most are described in detail under Use Salesforce in an agent.

A few actions appear twice in the picker with the same name, for example Create Record, Create Contact, Create Lead, Create Task, Update Record, Update Contact, and Update Lead. Both entries work. The older entry uses drop-downs (Object, Record) and a JSON field named Record Data or Data to Update; the newer entry takes API names as text (Object, Record ID) and a JSON field named Fields. This page describes the newer entries.

Records (any object)

Action	What it does
Create Record	Creates one record of any standard or custom object from a JSON map of field API names
Update Record	Changes only the fields you send on one record, by Record ID
Upsert Record by External ID	Creates or updates one record matched on an external ID field
Get Record	Gets one record by its ID
Get Record by External ID	Gets one record by the value of an external ID field
Delete Record	Deletes one record
Find Record	Finds records where one field equals a value (up to 200)
Find Child Records / Get Child Records	Lists child records related to a parent record
Describe Object	Returns the fields, picklist values, relationships, and record types of an object
List Objects	Lists the objects available in the org
Get Updated Record IDs	Lists IDs of records changed in a time window
Get Record Counts	Approximate record counts per object

Objects

Object	Actions
Contacts	Create Contact, Update Contact, Search Contacts, Add Contact to Campaign
Leads	Create Lead, Update Lead, Search Leads, Add Lead to Campaign, Apply Lead Assignment Rules
Opportunities	Create Opportunity, Update Opportunity, Delete Opportunity, Search Opportunities, Add Opportunity Product, List Price Books
Cases	Create Case
Tasks & activities	Create Task, Update Task, Complete Task, Log Call, Log Email Activity, Create Note
Accounts	Create Account, Update Account, Search Accounts
Campaigns	Create Campaign, Update Campaign, Remove Campaign Member
Email	Send Email Message (delivers an email through Salesforce), Send Email (creates an EmailMessage record for a Contact or Lead), List Email Templates

“Add Lead to Campaign” and “Add Contact to Campaign” refer to Salesforce campaigns, not Callers agents.

Bulk & batch

Action	What it does
Create Records Batch	Creates up to 200 records of one object in one call
Upsert Records Batch	Creates or updates up to 200 records matched on an external ID field
Delete Records Batch	Deletes up to 200 records in one call
Get Records Batch	Gets up to 2000 records of one object by their IDs
Create Record Tree	Creates a parent record together with nested child records in one call
Batch Upsert (Advanced)	Upserts a JSON list of records on an external ID field (composite API)
Bulk Upsert (Advanced)	Upserts a CSV of records on an external ID field (Bulk API 2.0, asynchronous)
Run Bulk Ingest Job	Starts a Bulk API 2.0 job that inserts, updates, upserts, or deletes records from CSV
Get Bulk Ingest Job / Get Bulk Ingest Results	Checks a Bulk API 2.0 ingest job and reads its per-row results
Create Bulk Query Job / Get Bulk Query Job / Get Bulk Query Results	Exports large SOQL results through Bulk API 2.0

Query & search

Action	What it does
Run SOQL Query	Runs a SOQL query and returns the matching records
Run Query (Advanced)	Same as above, with the older form (Query field)
Run SOQL Query All	Also returns deleted and archived records
Find Records by Query (Advanced)	Filters one object with a SOQL WHERE Clause (no `WHERE` keyword)
Get Next Query Page	Fetches the next page when a query result has a `next_records_url`
Search Records (SOSL)	Full-text search for a term across objects
Search Knowledge Articles	Searches published Salesforce Knowledge articles
Run Tooling Query	Queries the Tooling API for setup metadata
List List Views / Get List View Metadata / Get List View Records	Reads list views and their rows

Files & reports

Action	What it does
Upload File / Add File to Record	Uploads a file to Salesforce Files, optionally linked to a record
Get File Info / Download File / Delete File	Manages a file by its content document ID
Get Record Attachments	Lists classic Attachments and Files on a record
Create Attachment (Legacy)	Creates a classic Attachment; prefer Add File to Record
Run Report / Run Report Sync	Runs a report and returns its rows
Run Report Async / Get Report Instance	Runs a report in the background and fetches the rows when done
Export Report	Exports a report as an Excel file
Get Report / List Reports	Reads a report definition or lists reports
Get Dashboard / List Dashboards	Reads dashboards

Advanced

Action	What it does
Run Invocable Action / List Invocable Actions	Runs an autolaunched flow, Apex action, or other invocable action
Run Quick Action / List Quick Actions / Get Quick Action Defaults	Runs a global or object quick action
Get Current User	Returns the connected user and org
Get Org Limits	Shows org limits and how much of each is used
Custom API Call	Calls any Salesforce REST endpoint with your connection’s authentication

Available triggers

Use these on an agent’s Triggers node to add or archive contacts automatically: New Lead, New Contact, New Record, New or Updated Record, New Case in Queue, New Case Attachment, New Field History Event, New or Updated File, and New Outbound Message. All triggers except New Outbound Message are Scheduled: Callers polls Salesforce for records created or modified since the last check. New Record and New or Updated Record take an Object and an optional Conditions (Advanced) SOQL filter. New Outbound Message is Instant: it receives an Outbound Message that you configure in a Salesforce Workflow Rule or Flow. See Triggers.

Use Salesforce in an agent

Stage	Example
Pre-conversation action	Run SOQL Query by phone number, then map the account name and owner to variables
In-call action	Find Record or Search Contacts to confirm an order or case while the customer is on the line
Post-conversation action	Create Task or Log Call for the account owner when the outcome is “Interested”
Trigger	New Lead adds web leads to an outbound agent

The examples below show the actions customers use most. Field values accept variables such as {{ email }}.

Create Record

Creates one record of any object. Not idempotent: every run creates a new record, so use it only where duplicates are acceptable or you have already searched for a match.

Field	Value
Object	The object’s API name, for example `Contact` or `My_Object__c`
Fields	JSON of field API names and values

{
  "LastName": "{{ lastName }}",
  "FirstName": "{{ firstName }}",
  "Email": "{{ email }}",
  "AccountId": "001XXXXXXXXXXXX"
}

Required fields depend on the object; use Describe Object to see them. For up to 200 records in one call use Create Records Batch.

Update Record

Changes only the fields you send on an existing record. Every other field stays as it is; send null to clear a field.

Field	Value
Object	For example `Account`
Record ID	The record ID, for example `001XXXXXXXXXXXX`
Fields	JSON with the fields to change

{
  "Name": "{{ accountName }}",
  "Website": "{{ website }}"
}

Upsert Record by External ID

Creates the record if no match exists, or updates it if one does, matched on an external ID field. Use it so repeat calls don’t create duplicates: rerunning with the same external ID value updates the same record. The result reports whether the record was created or updated.

Field	Value
Object	For example `Lead`
External ID Field	The API name of a field marked External ID, for example `External_Id__c`
External ID Value	The value to match, for example `{{ leadExternalId }}`
Fields	JSON with the fields to set. Do not include the external ID field here.

{
  "Company": "{{ company }}",
  "LastName": "{{ lastName }}",
  "Email": "{{ email }}"
}

For up to 200 records in one call, Upsert Records Batch takes the same Object and External ID Field plus a Records list where every record includes the external ID field.

Batch Upsert (Advanced) vs Bulk Upsert (Advanced)

Both actions insert-or-update many records matched on an external ID, and both are idempotent on that field. They differ in input format and in how Salesforce processes them:

	Batch Upsert (Advanced)	Bulk Upsert (Advanced)
Input	Records: JSON (`{"records": [ ... ]}`)	Records: CSV with a header row of field API names
Best for	A small batch written synchronously; the response contains each record’s result	Large loads, thousands of rows
How it runs	Composite API, returns when done	Bulk API 2.0: Callers creates the job, uploads the CSV, and marks the upload complete. Salesforce processes it asynchronously.
Fields	Object, External Field, Records	Object, External Field, Records

With Bulk Upsert (Advanced), the response is the job itself (state, numberRecordsProcessed, numberRecordsFailed), not the records. To follow up, pass the job id to Get Bulk Ingest Job until state is JobComplete, Failed, or Aborted, then read the per-row outcome with Get Bulk Ingest Results (Result Type: successful, failed, or unprocessed rows). For other operations on CSV (insert, update, delete) use Run Bulk Ingest Job, which exposes the same job flow with an Operation field.

Salesforce Bulk Upsert (Advanced) form with Object Contact, External Field Id, a CSV record without an Id, and a test response showing operation upsert and state UploadComplete — Bulk Upsert (Advanced) with no Id in the CSV: the job is created and a new record is inserted

Salesforce Bulk Upsert (Advanced) form with a CSV record that includes an Id, and a test response with status 200 — Bulk Upsert (Advanced) with an existing Id in the CSV: the record is updated

Run SOQL Query

Runs a SOQL query and returns the matching records (deleted and archived records are excluded). Always add a LIMIT; if the response has a non-null next_records_url, fetch the rest with Get Next Query Page.

SELECT Id, FirstName, LastName, Email FROM Contact WHERE Email = '{{ email }}' LIMIT 10

Run Query (Advanced) is the older form of the same action with a single Query field.

Salesforce Run Query (Advanced) form with a SOQL SELECT query and a test response listing the matching Account record — Run Query (Advanced) configuration

Custom API Call

Calls any Salesforce REST endpoint not covered above. Set URL (a full URL or a path relative to your instance, for example /services/data/v62.0/query?q=...), Method, Headers, Query Parameters, and for POST or PATCH a Body Type and Body. Authorization headers come from your connection.

Use field API names (LastName, Custom_Field__c), not labels. Describe Object returns the API names and picklist values of any object, or see Salesforce’s Object Reference.

Troubleshooting

INVALID_FIELD or 'No such column' errors

The field name isn’t the API name, or the integration user can’t see the field. Check field-level security for the user’s profile, and compare with Describe Object.

REQUIRED_FIELD_MISSING

The object has required fields you didn’t send, often LastName on Contact and Lead or Company on Lead. Add them to Fields.

Type errors on numbers, dates, or checkboxes

Send numbers without quotes, true/false for checkboxes, and ISO dates (2026-10-26). Make sure the variables you insert hold the right type.

Bulk Upsert (Advanced) returned but the records aren't there yet

The action returns as soon as the upload is complete; Salesforce processes the job afterwards. Check Get Bulk Ingest Job for the job state, then Get Bulk Ingest Results for failed rows.

The connection stopped working

The integration user’s password changed, or access was revoked in Salesforce. Remove the connection in the App Center and connect again.

Requests are blocked by an IP restriction

Allow Callers’ outbound IP addresses, 35.245.204.86 and 35.221.61.75, in the integration user’s profile login IP ranges or your org’s network access settings.

Actions overview

Where each action runs and what data it can use.

Triggers

Add contacts from Salesforce events.

HubSpot

The equivalent guide for HubSpot.

App Center

Manage connections.

Catalog

App Center

Telephony

Apps

Connect Salesforce

Available actions

Records (any object)

Objects

Bulk & batch

Query & search

Files & reports

Advanced

Available triggers

Use Salesforce in an agent

Create Record

Update Record

Upsert Record by External ID

Batch Upsert (Advanced) vs Bulk Upsert (Advanced)

Run SOQL Query

Custom API Call

Troubleshooting

Actions overview

Triggers

HubSpot

App Center

​Connect Salesforce

​Available actions

​Records (any object)

​Objects

​Bulk & batch

​Query & search

​Files & reports

​Advanced

​Available triggers

​Use Salesforce in an agent

​Create Record

​Update Record

​Upsert Record by External ID

​Batch Upsert (Advanced) vs Bulk Upsert (Advanced)

​Run SOQL Query

​Custom API Call

​Troubleshooting

​Related

Actions overview

Triggers

HubSpot

App Center

Connect Salesforce

Available actions

Records (any object)

Objects

Bulk & batch

Query & search

Files & reports

Advanced

Available triggers

Use Salesforce in an agent

Create Record

Update Record

Upsert Record by External ID

Batch Upsert (Advanced) vs Bulk Upsert (Advanced)

Run SOQL Query

Custom API Call

Troubleshooting

Related