CloudContactAI’s Salesforce Integration

Integrating your system with Salesforce allows you to centralize customer data, automate workflows, and reduce manual effort. By syncing leads, contacts, opportunities, and other records, you can eliminate duplicate data, improve accuracy, and keep your teams aligned. Automated processes like lead assignment and task creation ensure faster follow-ups and smoother collaboration. This guide will walk you through the setup process—covering prerequisites, configuration, field mapping, and validation—so you can quickly establish a reliable connection and unify customer insights across platforms.

Overview

The Salesforce Integration allows your application to:

Automatically sync leads, contacts, or other Salesforce objects
Push events or custom data from your app into Salesforce
Maintain consistency of customer records across platforms
Trigger workflows in Salesforce based on events from your system

This integration is bi-directional (if configured), enabling both read and write access depending on your use case.

Installing the Package in Salesforce

Install the package
Select the users who should have access
Check the acknowledgment box
Click Upgrade or Add to finalize installation in your Salesforce instance

Updating Apex Settings

Go to Apex Settings
Enable Deploy Metadata from Non-Certified Package Versions via Apex
Click Save

Updating Connected Apps

Go to Setup
Search for and click Manage Connected Apps
Edit CloudContactAI OAuth
Set IP Relaxation to Enforce IP restrictions, but relax for refresh tokens
Set Refresh Token Policy to Refresh Token is valid until revoked

CloudContactAI / Salesforce Connection

Select the Environment (Production or Sandbox)
Locate your publishable key and private token in CloudContactAI, then add them to the Company Token area
Check the connection status
If the connection is successful, click Authorize (this enables SMS messages to sync back to Salesforce objects as tasks)
Click Save

CloudContactAI / Salesforce Property Mapping

By default, CloudContactAI can pull data from properties on Lead, Contact, and Opportunity pages in Salesforce
Use the Property Manager page to select which data fields you want to send from Salesforce to CloudContactAI
Ensure the Property Sync Enabled toggle is turned on to allow syncing of these fields
Click Save when you finish mapping

Setup Send Text Button

Open the Page Layout for your desired Lead, Contact, or Opportunity page
From the layout options, select Mobile & Lightning Actions
Drag and drop the Send Text button into the desired section (button placement determines the order on the Lightning page)
Click Save to apply the layout changes

Explore Details

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