Add Salesforce to Your Product
Give your customers access to Salesforce from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage Salesforce Integrations
Add Salesforce to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their Salesforce accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate Salesforce connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported Salesforce actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by Salesforce.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer Salesforce integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for Salesforce
What You Can Do with Salesforce
Explore available actions to let your product & agents interact with Salesforce.
- Add Contact to CampaignAdds an existing contact to an existing campaign.
- Add Lead To CampaignAdds an existing lead to an existing campaign.
- Create AttachmentCreates a new attachment (max 25MB).
- Create ContactCreates a new contact.
- Create NoteCreates a new note and links it to a parent record
- Update ContactUpdates an existing contact in Salesforce.
- Create LeadCreate a new lead
- Update LeadUpdates an existing lead in Salesforce with new information.
- Create AccountCreates a new account.
Respond to Events in Salesforce
Use triggers to let your product & agents respond to events from connected Salesforce accounts.
- New ContactTriggers when a new Contact is created.
- New LeadTriggers when a new Lead is created.
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- New Case AttachmentTriggers when a new Attachment is added to a case.
- New TaskTriggers when a new task is created.
- New AccountTriggers when a new account is created.
- Update ContactTriggers when an existing contact is updated to your account.
- New OpportunityTriggers when a new opportunity is created to your account.
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding Salesforce to your product & agents
Find answers to common questions about integrating Salesforce into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate Salesforce into my product & agents?
You can use viaSocket to add Salesforce integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own Salesforce accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own Salesforce account.
Can I offer Salesforce integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect Salesforce with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with Salesforce and other supported services.
How do I execute actions in Salesforce?
Use viaSocket's supported actions and APIs to perform operations in connected Salesforce accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from Salesforce?
Yes. You can use supported triggers and webhooks to receive events from Salesforce and respond within your product & agents.
Bring Salesforce Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding