AI Agent for Salesforce

How It Works

Get your Salesforce AI Agent up and running in minutes.

1

Log into the Client Portal and assign Salesforce to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts handling calls with full CRM context — recognizing callers, updating records, and routing based on your Salesforce data.

Key Features

Everything your AI needs to handle Salesforce inquiries like a pro.

Contact Lookup

Your AI searches Salesforce contacts and accounts by phone, email, or name — pulling up the full profile, activity history, and related records before the caller finishes their first sentence.

Opportunity Tracking

Callers asking about proposals, quotes, or deal status get real-time answers. Your AI reads opportunity stages, amounts, close dates, and next steps directly from your pipeline.

Case Management

Your AI creates, updates, and looks up support cases in Salesforce. Callers can check case status or report new issues, and everything syncs to Service Cloud automatically.

Lead Qualification

Inbound leads calling your business get qualified against your criteria. Your AI captures key fields, scores the lead, and routes hot prospects to the right sales rep.

Get Started ▶ Hear a real call

AI Agent for Salesforce Example Prompts

Copy and paste these prompts into your Salesforce AI Agent prompt box to get started quickly.

Example 1 — Lead Qualification:
"When a new caller expresses interest in our services, ask qualifying questions: company size, budget range, and timeline. Create a new lead in Salesforce with these details and set the status to New. Let the caller know a sales representative will follow up within one business day."

Example 2 — Contact Lookup:
"If a caller says they have been working with someone on our team, look up their contact record in Salesforce by name or email. Check the contact owner and recent activity, then offer to transfer the call or take a message for their assigned representative."

Example 3 — Opportunity Update:
"When an existing customer calls about a proposal or quote we sent them, look up their opportunity in Salesforce. Provide details about the current stage and next steps. If they want to move forward, update the opportunity stage and note the conversation."

View All Integration Prompt Examples →

See It in Action

Here's how your AI Agent for Salesforce handles a real conversation.

Caller

Hi, this is Tom from Acme Corp. I'm calling about the proposal your team sent over last week.

AI Agent

Hi Tom! I can see your account here. You're referring to the Enterprise Platform proposal — $48,000 annual, currently in the negotiation stage. Your account executive is Rachel Kim. Would you like me to connect you with her, or is there something I can help you with?

Caller

Can you have her call me back? We're ready to move forward but have a couple questions about the implementation timeline.

AI Agent

Absolutely. I'll update the opportunity notes and flag it as high priority for Rachel. She'll call you back at this number. Is there a preferred time?

Frequently Asked Questions

Which Salesforce editions are supported?

Any Salesforce edition with API access — Professional (with API add-on), Enterprise, Unlimited, and Developer editions. The integration uses Salesforce's standard REST API.

Can it update Salesforce records during calls?

Yes. Your AI can create tasks, update opportunity stages, log call activities, add case comments, and modify fields you've authorized — all in real time during the conversation.

Does it work with custom objects?

Yes. Beyond standard objects, your AI can query and update custom objects and fields in your Salesforce org. Custom object access is configured in the integration settings.

How does it handle caller identification?

Your AI matches incoming phone numbers against Salesforce contacts and leads. When a match is found, the caller's full profile loads before your AI even picks up the greeting.

Is the Salesforce connection secure?

The integration uses Salesforce's OAuth 2.0 with refresh tokens. Your credentials are never stored — only encrypted OAuth tokens with the scopes you explicitly authorized.