Call Your Salesforce Leads with Phone AI Agents
- Install the Package
Select “Install for All Users” (required for integration user access). - Create Integration User
- Username: oneai@<your-domain.com>
- Profile: “Minimum Access - Salesforce”
- Other fields can be left as defaults.
- Create Permission Set
- Name: OneAI Integration User
- Assigned Connected Apps: OneAI
- Object Settings:
- Leads: Read, Edit; include “Phone”, “Status”, and custom fields
- Events: Read, Edit on "WhoId" and "Description"
- System Permissions:
- API Enabled
- Edit Events
- Manage Assignments: Assign to integration user
- Authorize App Access
- Go to: Connected Apps → OneAI → Edit Policies
- Set Permitted Users to: Admin approved users are pre-authorize
AI-Driven Features That Supercharge Your Salesforce Leads
📞 AI Phone Agents That Convert
OneAI’s phone agents automatically call your Salesforce leads—qualifying them, scheduling meetings, or warm-transferring to your team. Every conversation feels natural and human, building trust while moving leads down the funnel.
⏰ Follow-Ups That Don’t Get Missed
Our agents follow up with leads at the right moment—reminding, rescheduling, or confirming appointments—ensuring no opportunity slips through the cracks.
🔁 Live CRM Updates
All outcomes (e.g., scheduled, not interested, wrong number) are written back to the lead record in real time. You stay fully synced without lifting a finger.
How OneAI Works with Salesforce
🎯 Engage Instantly
Right after a lead is created in Salesforce, our AI agents reach out—introducing your company, qualifying interest, and booking meetings.
📆 Book and Transfer
Qualified leads can be scheduled directly through your calendar, or warm-transferred to a rep—maximizing conversion while reducing response time.
📌 Accurate CRM Records
Every call result is logged back in Salesforce with full context, keeping your data clean and your team in the loop.
Why Use OneAI with Salesforce?
- Convert More Leads: Immediate outreach = higher engagement.
- Save Time: Let AI handle the routine. Focus your team on closing.
- Stay Synced: No manual entry. Everything’s logged and updated automatically.
