Platform
Features
Agent Studio
Build and customize your agent rapidly
Autonomous Engine
Use LLMs to guide conversations and tasks
Knowledge Bases
Train your bot with custom knowledge sources
Tables
Store and manage conversation data
Channels
Whatsapp Emblem
WhatsApp
Instagram Emblem
Instagram
Facebook Messenger logo
Messenger
Slack logo
Slack
All channels
Integrations
Hubspot Logo
HubSpot
Notion logo
Notion
Jira logo
Jira
Calendly logo
Calendly
All integrations
LLM Providers
OpenAI logo
OpenAI
Anthropic logo
Anthropic
Groq logo
Groq
HuggingFace logo
Hugging Face
All LLMs
Solutions
For
Enterprise
Automate mission-critical production workflows
Agencies
Provide sophisticated agent services
Developers
Explore a robust API for agent development
Customer Stories
Discover from successful customers how Botpress is transforming business worldwide.
By Industry
Ecommerce
Education
Finance
Hospitality
All industries
By Department
Sales
Engineering
Product
ITSM
All departments
By Use Case
Shopping Assistant
Lead Generation
Employee Experience
Ticket Management
All use cases
Resources
Essential
Academy
Learn to build through curated courses
Library
Resources to enhance your AI workflows
Blog
Insights and updates on Botpress and AI agents
building
Discord
Join thousands of peers and share ideas
Docs
Comprehensive guides and references
API
Reference material for use with external systems
LLM Ranking
Compare performance and cost for model providers
Videos
Tutorials, demos, and product walkthroughs
Changelog
Stay up-to-date on the latest Botpress updates
Partners
Become a Partner
Join our network of certified experts
Hire an Expert
Connect with partners and consultants
Docs
Enterprise
Pricing
Log in
ContactSign up
back to Hub

Salesforce

v1.0.2
Install on your Workspace
Maintained by Botpress Growth Team
  The Salesforce Leads integration allows you search, create, update, and delete Salesforce contacts in your bot

[![image](https://i.imgur.com/v5l26vi.png)](https://youtu.be/fPORGBUJmG0?si=uZLh40GSFbmGpPZE)

## Integration Setup

1. Toggle on the "Enable Integration" option and click "Save."
2. Open the Webhook URL in your browser and follow the on-screen instructions to complete the installation process.
3. Toggle on the "Sandbox Environment" option if you wish to switch to Salesforce's Sandbox environment. Whenever you change the environment (from Production to Sandbox or vice versa), you must reauthorize the connection by repeating the installation process described in Step 2.

## How-To

[![image](https://i.imgur.com/UcgcWJf.png)](https://youtu.be/lszZsLIXNf8?si=Vm20mCzUQyLiOoQm)

## Make API request

1. **Make API Request** action acting as a proxy allowing users to make request to the Salesforce API.
2. Pass valid HTTP method, URL path ("yourinstance.salesforce.com/services/data/v54.0/PATH"), and additional request data if needed.

## Search Contacts

1. In Studio, add the **Search Contacts** card to your flow.
2. Pass at least one search criteria in the card input.
3. You can store the result of the action in a variable.

## Create Contact

1. In Studio, add the **Create Contact** card to your flow.
2. Pass the contact information in the card input. `First Name`, `Last Name`, `Email` fields are required.
3. You can pass custom fields in JSON format
4. You can store the `Id` of the created contact in a variable.

## Update Contact

1. In Studio, add the **Update Contact** card to your flow.
2. Pass the `Id` of the contact to be updated and the field that need to be updated
3. You can pass custom fields in JSON format
4. You can store the `Id` of the updated contact in a variable.

## Search Leads

1. In Studio, add the **Search Leads** card to your flow.
2. Pass at least one search criteria in the card input.
3. You can store the result of the action in a variable.

## Create Leads

1. In Studio, add the **Create Leads** card to your flow.
2. Pass the contact information in the card input. `First Name`, `Last Name`, `Email`, `Company` fields are required.
3. You can pass custom fields in JSON format
4. You can store the `Id` of the created contact in a variable.

## Update Leads

1. In Studio, add the **Update Leads** card to your flow.
2. Pass the `Id` of the contact to be updated and the field that need to be updated
3. You can pass custom fields in JSON format
4. You can store the `Id` of the updated contact in a variable.

Build Better with Botpress

Craft amazing AI agent experiences.

Get started - it's free
Icon of an arrow
Learn more at Botpress Academy

Build AI agents better and faster with our curated collection of courses, guides, and tutorials.

Hire an Expert

Connect with our certified developers to find an expert builder that suits your needs.

All Systems Operational
SOC 2
Certified
GDPR
Compliant
© 2025
Platform
Pricing
Agent Studio
Autonomous Engine
Knowledge Bases
Tables
Hub
Integrations
Channels
LLMs
Resources
Talk to Sales
Documentation
Hire an Expert
Videos
Customer Stories
API Reference
Blog
Status
v12 Resources
Community
Community Support
Become a Partner
Become an Ambassador
Become an Affiliate
Company
About
Careers
News & Press
Legal
Privacy
© Botpress 2025