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Overview

The Salesforce app allows your agent to seamlessly integrate with Salesforce’s CRM platform, enabling automatic lead management, task creation, and campaign tracking during conversations. This integration is perfect for updating lead information, creating tasks, and managing campaign members directly through your agent.

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How to configure Salesforce

Step 1: Navigate to the Salesforce app In your Strada dashboard, navigate to the Apps section in the left sidebar, then locate and click on Salesforce to begin the configuration process. Step 2: Enter your subdomain Provide your Salesforce subdomain:
  • Subdomain: Your Salesforce subdomain (e.g., yourcompany.my.salesforce.com)
Step 3: Initiate the connection Click the Connect button. This will redirect you to Salesforce’s authorization page. Step 4: Authorize Strada Voice On the Salesforce authorization page, review the requested permissions and sign in with your Salesforce account. Click Allow to grant Strada Voice the necessary access. Step 5: Verify the connection Once redirected back to Strada, you should see a confirmation that your Salesforce account is successfully connected. The connection should then show up on your list of Connected Apps.

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Available Salesforce Actions

Once connected, your agent can perform the following actions:

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After Conversations (Post-Conversation Actions)

  • Log a Call - Record call details in Salesforce activity history
  • Update Lead - Update lead information in Salesforce
  • Update Campaign Member - Update campaign member status in Salesforce

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Strada Workflows

Salesforce can be used in Strada workflows to automate follow-up processes:
  • Create Task - Create tasks in Salesforce during or after the completion of a conversation
  • Update Campaign Member - Update campaign member status during or after conversations
  • Update Lead - Update lead information during or after a conversation’s completion
See the Post-Conversation Actions documentation for detailed information on configuring Salesforce actions.

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Salesforce Permissions

Strada Voice requests the following permissions to integrate with your Salesforce account:
  • Create tasks: Permission to create new tasks in Salesforce
  • Update leads: Access to modify lead information and status
  • Update campaign members: Permission to update campaign member records
  • Read user profile: Access to your basic profile information for record attribution
These permissions are essential for Strada Voice to perform the configured Salesforce actions effectively. You can review and manage these permissions within your Salesforce account settings.

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Security Best Practices

  • Regularly review the permissions granted to connected apps in your Salesforce account
  • Disconnect the integration if it’s no longer needed
  • Monitor Salesforce record updates to verify proper usage
  • Keep your Salesforce account secured with strong passwords and two-factor authentication
  • Use Salesforce’s IP restrictions if available for additional security