Transform Salesforce Into Your Complete Customer Experience Hub
Salesforce users with AI Desk reduce support resolution time by 70% while improving customer satisfaction scores through integrated AI automation.
14-day free trial • Setup in 10 minutes • No credit card required
Why Connect AI Desk + Salesforce?
Unlock powerful automation and streamline your workflow
Reduce support resolution time by 70%
Automatically update customer records in real-time
Create Salesforce cases from support conversations
Access complete customer history during conversations
Route complex issues to the right sales rep instantly
Track customer satisfaction within Salesforce dashboard
Quick Setup Process
Connect AI Desk + Salesforce to AI Desk in just a few clicks
Connect Salesforce Account
One-click OAuth connection with your Salesforce org - works with all editions
Map Customer Fields
Configure which customer data to sync: contacts, accounts, opportunities, and custom fields
Set Case Creation Rules
Automatically create Salesforce cases based on conversation type and priority level
Enable Real-time Sync
Keep customer interactions synchronized between AI Desk and Salesforce in real-time
Setup time: Under 5 minutes • No coding required
Connect Salesforce NowAI Desk + Salesforce Integration Features
Everything you need for seamless connectivity
Two-way Salesforce data synchronization
Automatic case creation and updates
Customer history access during conversations
Lead and opportunity tracking integration
Custom field mapping and workflows
Salesforce dashboard widgets and reports
Territory-based routing to sales reps
Customer satisfaction scoring in Salesforce
Simple, Transparent Pricing
AI Desk + Salesforce integration is included with all AI Desk plans. No setup fees, no hidden costs, no surprises.
Ready to Connect AI Desk + Salesforce?
Join hundreds of teams using AI Desk integrations to streamline their workflow.
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