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Salesforce

Transform your sales operations with AI-powered calling automation. Your Revmo virtual agent seamlessly integrates with Salesforce to engage leads at the perfect moment, turning updates into opportunities.

Overview​

The Salesforce integration enables your virtual agent to automatically respond to Lead record changes, ensuring timely follow-up and perfect record-keeping in your Salesforce instance.

Key Features​

Smart Lead Management​

  • Automated call scheduling
  • Lead status tracking
  • Custom trigger rules
  • Activity logging

Data Synchronization​

  • Real-time record updates
  • Call outcome tracking
  • Conversation logging
  • Performance monitoring

Prerequisites​

Before you begin, ensure you have:

  1. Admin access to your Salesforce org
  2. A Revmo account with API access

Installation Steps​

1. Package Installation​

Install the Revmo Salesforce Integration package:

  1. Click Install Link
  2. Follow the installation wizard
  3. Complete the package installation

2. Remote Site Configuration​

Set up Remote Site Settings for API access:

  1. In Salesforce Setup, navigate to Security > Remote Site Settings
  2. Click "New Remote Site"
  3. Configure the following:
  4. Save your settings

3. Revmo Authorization​

Connect your Salesforce org with Revmo:

  1. Go to https://agent.revmo.ai/integrations
  2. Log in with your Revmo credentials
  3. Follow the authorization process
  4. Save any provided API credentials

4. Flow Configuration​

Set up automated triggers:

  1. In Salesforce Setup, go to Process Automation > Flows
  2. Create a new Record-Triggered Flow
  3. Configure the flow to trigger for Lead record updates
  4. Add the "Schedule Revmo Call" action element
  5. Configure the Action inputs
    • agentId: Your Revmo Agent ID (you can store this in a custom field or use a constant)
    • leadId: {!$Record.Id}
    • agentTrigger (optional): Any field or condition that should trigger different agent behaviors
    • additionalProperties (optional): Comma-separated list of additional Lead fields to include

Benefits​

  • Save Time: Automated lead follow-up
  • Stay Organized: Perfect record-keeping
  • Improve Response: Instant lead engagement
  • Track Success: Easy performance monitoring
  • Scale Operations: Handle more leads efficiently

Troubleshooting​

If you encounter issues:

  1. Check Salesforce debug logs
  2. Verify Remote Site Settings
  3. Confirm API credentials
  4. Review user permissions
  5. Validate Flow configurations

You can add this integration as a pre-built Task Model. Learn more about configuring tasks in our Tasks documentation.

Need help? Contact Revmo support at support@revmo.ai.