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. GDPR compliant, working toward SOC 2 Type II.
Ready to connect Salesforce CRM?
AI Training → Sources → Salesforce CRM
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