How to Connect Your VoiceB.ai Agent with Salesforce

Easily integrate your AI Agent with Salesforce to view all call data, outcomes, and collected lead info directly in your CRM — in real time.

This guide explains how to connect your VoiceB agent to Salesforce and configure advanced object mapping, multi-object creation, constants, and deduplication logic.

VoiceB is not a basic webhook integration. It allows you to define how your CRM architecture behaves directly from the VoiceB dashboard.

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Step 1 — Connect Salesforce

1. Go to Integrations → Salesforce

2. Open an agent and scroll down, now within the agent view Go to Integrations → + → Salesforce Click Login

3. Complete the OAuth authentication process

4. Grant the required permissions

Once connected, VoiceB will retrieve all available objects and fields from your Salesforce instance.

📌 If you need help creating a Salesforce External Client App, follow this guide: 👉 How to Register a Local External Client App in Salesforce

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Step 2 — Select the Main Object

VoiceB now allows you to choose which Salesforce object will receive the primary data.

You are no longer restricted to Leads.

Available options include:

• Lead

• Contact

• Account

• Opportunity

• Custom objects

This allows full flexibility depending on your sales architecture.

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Step 3 — Field Mapping Configuration

Each Salesforce field can be configured individually.

Salesforce Object Configuration Interface in VoiceB Dashboard

For every field you can define:

Source Type

You can choose between:

Variable

Dynamic data captured by the VoiceB agent.

Examples:

• full_name

• email

• company_name

• summary

• from (phone number)

Constant

A fixed value that will always be sent to Salesforce.

Example use cases:

• LeadSource = "Meta"

• Campaign = "Winter 2026"

• Country = "Spain"

This allows you to enforce CRM business rules directly from the integration layer without modifying the agent logic.

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Step 4 — Multi-Object Creation & Related Objects

VoiceB supports sending data to multiple linked Salesforce objects within a single execution.

You can:

• Create a Lead + Opportunity

• Create a Contact linked to an Account

• Create custom objects linked via relationship fields

• Associate objects using Salesforce relational logic

To configure this:

1. Click Add Related Object

2. Select the additional Salesforce object

3. Configure its field mapping

4. Define the relationship field

This enables structured CRM flows instead of dumping all data into one object.

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Step 5 — Deduplication Strategy

VoiceB allows configuring deduplication per object.

You can choose:

Option A — Always Create

A new record will be created every time.

Option B — Deduplicate by Field

Select a Salesforce field (e.g., Email or Phone).

If a matching record exists: → It will be updated.

If no record exists: → A new record will be created.

This gives you full control over whether VoiceB behaves as:

• A lead generator

• A CRM updater

• A strict record creator

Deduplication is configured at the object level.

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Step 6 — Optional Fields & Advanced Mapping

You can:

• Add optional Salesforce fields

• Map custom fields

• Remove unnecessary fields

• Adjust mapping without changing agent prompts

All mapping is managed directly from the VoiceB dashboard.

No development is required.

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How the Data Flow Works

1. Agent finishes conversation

2. Structured JSON outcome is generated

3. VoiceB evaluates mapping configuration

4. Objects are created or updated in Salesforce

5. Related objects are linked

6. Deduplication logic is applied

Everything happens automatically.

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What Changed (Compared to Previous Version)

The integration is no longer limited to:

• Fixed Lead creation

• Simple webhook behavior

• One-object mapping

VoiceB now acts as a CRM-native orchestration layer.

You control:

• Which objects receive data

• How objects relate

• Which values are constant

• How duplicates are handled

This allows enterprise-grade CRM automation without additional middleware.

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Need Help?

Contact Support if:

• You experience login issues

• Field mapping doesn’t appear

• You want to extend the integration to workflows or deal creation

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By integrating Salesforce with your VoiceB.ai Agent, your sales and support teams get full visibility of the conversation, call results, and lead data — automatically.