Which Salesforce editions are supported?

We support Professional, Enterprise, Unlimited, and Developer editions. The integration uses standard Salesforce APIs and works with Lightning and Classic.

Can I use Salesforce Flows to trigger calls?

Yes, you can trigger AI calls from any Salesforce Flow, Process Builder, or Apex trigger. Common triggers include lead creation, stage changes, and scheduled actions.

Is sandbox testing supported?

Yes, you can connect and test the integration in a Salesforce sandbox environment before deploying to production.

Does it support custom objects?

Yes, we support both standard and custom Salesforce objects. You can map any custom fields and objects to Edesy for complete data flexibility.

Outbound Calling Bot

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Integration

Outbound Calling Bot + Salesforce

Connect AI outbound calling with Salesforce CRM. Trigger campaigns from Flows, sync opportunity data, and log every call as an activity on the lead record.

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Salesforce Integration Features

Enterprise-grade CRM integration

Flow Triggers

Trigger AI outbound calls from Salesforce Flows based on lead status, opportunity stage, or custom events.

Real-Time Sync

Bi-directional sync of contacts, leads, opportunities, and custom objects between Salesforce and Edesy.

Task Logging

Every call is logged as a Task with call duration, outcome, transcript, and next steps on the record.

Enterprise Security

SOC 2 compliant integration with role-based access control and field-level security support.

Custom Object Support

Work with standard and custom Salesforce objects for flexible data mapping and automation.

Report & Dashboard

Pull Edesy call data into Salesforce reports and dashboards for unified performance tracking.

Connect Salesforce in Minutes

Enterprise-ready setup

Install Package

Install the Edesy managed package from Salesforce AppExchange or connect via OAuth.

Map Objects & Fields

Map Salesforce objects and fields to Edesy data model for seamless data flow.

Configure Flows

Create Salesforce Flows that trigger AI outbound calls based on your business logic.

Deploy & Scale

Test in sandbox, deploy to production, and scale your AI calling operations.

Salesforce Users Love It

"We integrated Edesy with our Salesforce instance in under an hour. Now every lead gets an AI qualification call triggered from our standard lead flow."

Vikrant Singh

"Call data flowing directly into Salesforce reports gives us complete visibility. We track AI calling ROI alongside our other sales metrics."

Anisha Khanna

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