Integration

Salesforce

Botpress integrates with Salesforce. Your bot can search, create, and update Salesforce contacts and leads, and send requests to the Salesforce API.

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What you can do

Search contacts

Look up Salesforce contacts from a flow by passing at least one search criterion, then store the result in a variable.

Create and update contacts

Create a contact with a first name, last name, and email, or update the fields of an existing contact by its Id.

Search leads

Look up Salesforce leads by passing at least one search criterion, then store the result in a variable.

Create and update leads

Create a lead with a first name, last name, email, and company, or update the fields of an existing lead by its Id.

Setup

01 · Enable the integration

Toggle on the Enable Integration option and select Save.

02 · Authorize Salesforce

Open the integration's Webhook URL in your browser and follow the on-screen instructions to complete the installation.

03 · Choose your environment

Toggle on Sandbox Environment to use Salesforce's Sandbox. Each time you switch between Production and Sandbox, repeat the authorization step.

More capabilities

Make API requests

Use the Make API Request action as a proxy to the Salesforce API, passing an HTTP method, a URL path, and any additional request data.

Custom fields

Pass custom fields in JSON format when you create or update contacts and leads.

Record Ids in variables

Store the Id of a created or updated contact or lead in a variable.

FAQs

Does Botpress integrate with Salesforce?

Yes. The Salesforce integration on the Botpress Hub, maintained by the Botpress Growth Team, lets your bot search, create, and update Salesforce contacts and leads.

Can I connect to a Salesforce Sandbox?

Yes. Toggle on the Sandbox Environment option. Whenever you switch between Production and Sandbox, reauthorize the connection by opening the Webhook URL again.

Which fields are required to create a contact or a lead?

First Name, Last Name, and Email are required for a contact. A lead also requires Company.

Can my bot call other Salesforce API endpoints?

Yes. The Make API Request action forwards a request to the Salesforce API with the HTTP method, URL path under services/data/v54.0, and request data you provide.

Connect Salesforce to your Botpress bot.

Enable the integration, then open its Webhook URL and follow the on-screen instructions to authorize the connection.

Read the docs