Train your AI on Salesforce CRM
Connect Salesforce so the AI can look up contacts, log call activity, update opportunities, fill custom fields, and create cases — in real time during inbound and outbound calls. Bi-directional, schema-aware, and respects your Salesforce profile and field-level security.
Connect once, and Open automatically keeps your AI agent's knowledge up to date. When you update content in Salesforce CRM, the changes sync automatically—no manual retraining required.
→syncs to→AI AgentWhat can be synced
Contacts — Contact records, related accounts, and history.
Accounts — Account records with health scores and related deals.
Leads — Lead records with stage, source, and qualification fields.
Opportunities — Pipeline records, stages, amounts, close dates.
Cases — Case records for support and service ticketing.
Features
- •Schema-aware updates — AI reads your Salesforce object schema (including custom fields) and updates records using the field types you've defined.
- •Activity logging — Every call, transcript, and outcome logged as an Activity on the Contact, Account, Lead, or Opportunity.
- •Custom field auto-fill — AI extracts data from the conversation and fills your custom fields without manual data entry.
- •Profile-aware security — AI actions respect Salesforce profiles, permission sets, and field-level security as if it were a regular user.
Requirements
- •Salesforce edition with API access (Enterprise, Performance, Unlimited, Developer)
- •Permission to create Connected Apps
How to connect
- 1.In Salesforce, create a Connected App with OAuth scopes for the objects you want
- 2.In Open, go to Settings → Integrations → Salesforce and authorize the Connected App
- 3.Map Open agent roles to Salesforce profiles for field-level security
- 4.Choose which objects and fields the AI can read vs. write
- 5.Place a test call and verify the Activity log appears on the right record
Good to know
- Field-level security is enforced — Open never sees fields the agent profile cannot
- Sandboxes are supported for staging and pre-production
- Sales Cloud, Service Cloud, and Litify are all supported
Security: Open only requires read access to your Salesforce CRM. We never write, modify, or delete your content. All data is encrypted in transit and at rest. SOC 2 Type II certified and GDPR compliant.
Ready to connect Salesforce CRM?
AI Training → Sources → Salesforce CRM
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