Salesforce

What It Does

Provides a deep, enterprise-grade integration with Salesforce. Callengo creates and updates Leads, Contacts, and Accounts, logs call activities as Tasks, and can update Opportunity stages. Custom field mapping allows you to push any Callengo data point into any Salesforce field. Supports Salesforce validation rules, record types, and page layouts.

Why Connect Callengo with Salesforce

How Callengo AI Voice Agents Work with Salesforce

Step-by-Step Setup Instructions

1. 1

   Go to Settings > Integrations and click Connect next to Salesforce.

2. 2

   Sign in with your Salesforce account (Professional, Enterprise, or Unlimited edition).

3. 3

   Authorize the Callengo Connected App in Salesforce (admin approval may be required).

4. 4

   Map Callengo fields to Salesforce object fields. Use the visual field mapper to drag-and-drop mappings.

5. 5

   Configure Lead assignment rules: specify the owner, lead source, and record type for new Leads created by Callengo.

6. 6

   Set up Task creation rules: define task subject, priority, status, and related-to object for logged calls.

7. 7

   Optionally map call outcomes to Opportunity stages for pipeline automation.

8. 8

   Configure which Salesforce record types and page layouts to use.

9. 9

   Enable sandbox mode for testing before going live.

10. 10

    Save, test in sandbox, then switch to production.

Synced Data Fields

• Lead: name, phone, email, company, title, lead source, status, description
• Contact: name, phone, email, mailing address, account association
• Account: name, phone, website, industry
• Task: subject, description, priority, status, due date, call duration, call outcome
• Opportunity: stage update, amount, close date (optional)
• Custom fields: lead score, sentiment, campaign ID, transcript URL, recording URL
• Chatter post with call summary (optional)
• Campaign member status update (if using Salesforce Campaigns)

Common Use Cases

• Enterprise sales teams with complex Salesforce configurations needing seamless AI calling integration.
• Salesforce-first organizations wanting automated lead qualification and data validation at scale.
• Companies using Salesforce Campaigns to track multi-channel outreach including AI phone calls.
• Regulated industries (finance, healthcare) requiring complete call activity logging in Salesforce for compliance.

Key Benefits of the Callengo + Salesforce Integration

Limitations & Notes

• Requires Salesforce Professional edition or above. Essentials edition has limited API access.
• Salesforce API daily limits apply: 15,000 (Professional) to 100,000+ (Unlimited). Monitor usage in Salesforce Setup.
• Salesforce Connected App must be approved by a Salesforce admin.
• Complex validation rules in Salesforce may block Callengo updates. Test thoroughly in sandbox first.
• Person Accounts are supported but require additional field mapping configuration.
• Available on Teams plan and above due to the complexity of the integration.

Frequently Asked Questions

How do I connect Salesforce to Callengo?

To connect Salesforce, navigate to Settings > Integrations in your Callengo dashboard and click "Connect" next to Salesforce. Go to Settings > Integrations and click Connect next to Salesforce. The setup takes just a few minutes and requires no coding. Once connected, data syncs automatically after every AI call.

What data syncs between Callengo and Salesforce?

Callengo syncs the following data with Salesforce: Lead: name, phone, email, company, title, lead source, status, description, Contact: name, phone, email, mailing address, account association, Account: name, phone, website, industry, Task: subject, description, priority, status, due date, call duration, call outcome, Opportunity: stage update, amount, close date (optional), and more. All data flows are automatic and happen in real time after each call completes. You can customize which fields sync in your integration settings.

Which Callengo plan do I need for the Salesforce integration?

The Salesforce integration is available on the Teams plan and above. You can start with a free trial that includes 15 minutes of AI calling to test the integration. No credit card required. If you need Salesforce, choose the Teams plan ($649/mo) or higher.

Can I use Salesforce with all three Callengo AI agents?

Yes, the Salesforce integration works with all three Callengo AI agents: Data Validation (verify contact information), Appointment Confirmation (confirm, reschedule, or cancel appointments), and Lead Qualification (score leads using BANT framework). Each agent type syncs relevant data to Salesforce based on call outcomes.

Is the Callengo and Salesforce integration secure?

Yes. Callengo uses OAuth 2.0 or secure API key authentication to connect with Salesforce. All data is encrypted in transit (TLS 1.2+) and at rest. Callengo is SOC 2 aligned, GDPR compliant, and follows TCPA regulations. You can revoke access to Salesforce at any time from your dashboard.

How long does it take to set up Callengo with Salesforce?

Most users connect Callengo with Salesforce in under 5 minutes. The setup involves authenticating your Salesforce account, mapping a few data fields, and running a test. No coding or IT involvement is required. Our step-by-step guide walks you through every click.

What happens if the Salesforce connection is lost?

If the connection to Salesforce is temporarily lost, Callengo queues all data locally and alerts you via email and dashboard notification. Once reconnected, all queued data syncs automatically. No call data is ever lost during disconnection periods. You can also manually trigger a resync from your dashboard.

Can I customize which data Callengo sends to Salesforce?

Yes. Callengo's integration settings allow you to map specific data fields, choose which call outcomes trigger syncs, and configure filters. For example, you can choose to only sync "hot" lead scores to Salesforce, or only create records when appointments are confirmed. Field mapping is fully customizable.