> ## Documentation Index
> Fetch the complete documentation index at: https://docs.openmic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Integration

> Connect your OpenMic assistant to Salesforce for lead, contact, account, and opportunity management during live calls.

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

***

## 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**.

***

## Step 1: Connect Your Salesforce Account

1. Go to **Integrations** in your [OpenMic Dashboard](https://app.openmic.ai).
2. Locate the **Salesforce** card.
3. Click **Connect Salesforce**.
4. Log in to Salesforce and approve access.

***

## 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.

***

## Step 3: Configure Your System Prompt

<Warning>
  **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](/dynamic-variables) for all timezone options.
</Warning>

```text theme={null}
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
```

***

## Available Tools

### 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.

***

### Create Salesforce Contact

Creates a new contact in Salesforce. Requires an associated AccountId.

**Collected from caller:** First name, last name, email, phone number.

***

### Create Salesforce Account

Creates a new company account in Salesforce.

**Collected from caller:** Company/account name and details.

***

### Create Salesforce Opportunity

Creates a new opportunity to track sales deals and revenue.

**Collected from caller:** Opportunity name, stage, and details.

***

### 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.