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The Salesforce integration lets your OpenMic agents create leads, contacts, accounts, and opportunities — and query records — directly from live calls.

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Prerequisites

  1. An active Salesforce account with API access.
  2. An OpenMic account with at least one agent created.
  3. Access to the OpenMic Dashboard.

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Step 1: Connect Your Salesforce Account

  1. Go to Integrations in your OpenMic Dashboard.
  2. Locate the Salesforce card.
  3. Click Connect Salesforce.
  4. Log in to Salesforce and approve access.

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Step 2: Add Salesforce Tools to an Agent

  1. Navigate to Dashboard → Simple Agents.
  2. Select or create an agent.
  3. Open the Custom Functions tab.
  4. Click Add Function and choose from the available Salesforce tools:
    • Create Salesforce Lead — Creates a new lead from caller info
    • Create Salesforce Contact — Creates a new contact (requires AccountId)
    • Create Salesforce Account — Creates a new company account
    • Create Salesforce Opportunity — Tracks sales deals and revenue
    • Query Salesforce Records — Search records using SOQL (Leads, Contacts, Accounts, etc.)
  5. For tools that look up callers (Create Lead, Create Contact, Query Records), a Test Phone Number field is available for web call testing. During live calls, the caller’s number is used automatically.

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Step 3: Configure Your System Prompt

Always include today’s date in your system prompt when your agent handles time-sensitive information. Add {{now.est}} (or your timezone) to prevent the AI from misinterpreting dates. See Dynamic Variables for all timezone options.
You are a sales assistant for [Your Company Name]. Your role is to capture leads and manage contacts in Salesforce during calls.

Today's date and time is {{now.est}}.

Your Approach:
Start by greeting the caller and collecting their name, email, and company. Use `query_sf` to check if they already exist in Salesforce. If they're new, create a lead with `create_sf_lead`. If they're an existing contact inquiring about a new product, create an opportunity with `create_sf_opportunity`.

Key Rules:
- Always search before creating to avoid duplicates
- Collect company name for account creation
- Use Query Records to check for existing leads/contacts before creating new ones

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Available Tools

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Create Salesforce Lead

Creates a new lead in Salesforce when a new caller contacts you. Collected from caller: First name, last name, email, company, phone number.

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Create Salesforce Contact

Creates a new contact in Salesforce. Requires an associated AccountId. Collected from caller: First name, last name, email, phone number.

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Create Salesforce Account

Creates a new company account in Salesforce. Collected from caller: Company/account name and details.

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Create Salesforce Opportunity

Creates a new opportunity to track sales deals and revenue. Collected from caller: Opportunity name, stage, and details.

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Query Salesforce Records

Searches Salesforce records using SOQL. Works with Leads, Contacts, Accounts, and other objects. How it works: The agent automatically uses the caller’s phone number to search. For web call testing, enter a phone number manually in the tool configuration.