AI Agent Builder
Integration

Salesforce AI Agent Integration

Connect your Salesforce CRM with intelligent AI agents that manage contacts, track opportunities, and trigger Apex workflows. Enterprise-grade automation for the world's #1 CRM platform.

Integrates with the tools you already use

ShopifyAmazonStripeSlackNotionVercel
70%

Reduction in Manual Entry

4x

Faster Deal Updates

99.9%

Data Accuracy

50%

More Opportunities Captured

What AI Can Do With Salesforce

Leverage enterprise-grade AI automation across your entire Salesforce ecosystem

Contact Management

Automatically create, update, and enrich leads, contacts, and accounts based on AI conversations.

Opportunity Tracking

Create opportunities, update stages, and manage pipeline with intelligent AI-driven automation.

Apex Trigger Integration

Trigger custom Apex code and workflows based on AI agent actions for complex business logic.

Reporting & Analytics

Feed AI conversation data into Salesforce reports and dashboards for complete visibility.

Activity Logging

Automatically log calls, emails, and tasks to contact records with full conversation context.

Event Management

Schedule meetings and events directly in Salesforce, syncing with rep calendars.

Get Started with Salesforce

Connect and automate your Salesforce instance with enterprise security

Authenticate via OAuth
Securely connect using Salesforce's OAuth 2.0 flow with enterprise SSO support.
Configure Object Access
Define which Salesforce objects and fields AI agents can read and modify.
Set Up Field Mappings
Map AI conversation data to standard and custom Salesforce fields.
Deploy to Production
Test in sandbox, then promote to production with full audit logging.

Salesforce Users Love Edesy

"Our enterprise Salesforce instance handles millions of records. Edesy's AI agents integrate flawlessly, updating opportunities in real-time with zero data quality issues."

David Kim

"The Apex trigger integration lets us run complex business logic whenever AI agents update records. It's like having a tireless SDR team that follows every process perfectly."

Jennifer Walsh

Salesforce Integration FAQ

Other Integrations

Simple, Transparent Pricing

Start free, scale as you grow. No per-message fees, no hidden costs.

Starter
Freeforever
For individuals and small teams getting started
  • 1 AI Agent
  • 500 conversations/month
  • Web chat widget
  • Basic templates
  • GPT-3.5 included
  • Email support
  • Community access
Start Free
Most Popular
Pro
$49/ month
For growing businesses with higher volume
  • 5 AI Agents
  • 5,000 conversations/month
  • Web chat + WhatsApp
  • All templates
  • GPT-4 & Claude included
  • Custom training
  • CRM integrations
  • Priority support
  • Analytics dashboard
Start Free Trial
Business
$199/ month
For teams needing voice AI and more agents
  • 20 AI Agents
  • 25,000 conversations/month
  • All channels (Voice, WhatsApp, Web)
  • Voice AI (500 min included)
  • All AI models
  • Advanced training
  • All integrations
  • Dedicated support
  • Team collaboration
  • API access
Start Free Trial
Enterprise
Custom
For large organizations with custom needs
  • Unlimited agents
  • Unlimited conversations
  • All channels
  • Volume voice pricing
  • Self-hosted option
  • White-label branding
  • SSO / SAML
  • SLA guarantee
  • Dedicated CSM
  • Custom integrations
  • SOC 2 compliance
Contact Sales

Ready to Connect Salesforce?

Bring AI automation to your Salesforce CRM. Schedule a demo with our enterprise integration team.

Flexible Pricing

Get a Demo

Every business is unique. Let's discuss your specific needs and create a pricing plan that works for you.

AI Agent Builder - Salesforce - Contact Us for Pricing
Get a personalized quote tailored to your business requirements

What You Get

Custom pricing based on your needs

No hidden fees or surprises

Flexible payment options

Volume discounts available

Free consultation & demo

30-day money-back guarantee

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