Salesforce integration for internal apps and AI agents
Your apps and agents read and write Salesforce CRM data directly. Contacts, accounts, opportunities, leads, and custom objects, all accessible from every internal tool you build on RootCX.
What you can build
Custom pipeline dashboard
Pull live opportunity data into a dashboard your sales team actually uses. Filter by rep, stage, close date, or deal size without switching to Salesforce.
Auto-update deal stages
An AI agent monitors opportunity activity and moves deals to the next stage when criteria are met. No manual CRM hygiene.
Follow up on stale opportunities
An agent identifies opportunities with no activity in 14 days and sends a follow-up email to the account owner with context from the last interaction.
Sync contacts to internal tools
New Salesforce contacts automatically appear in your internal CRM, support tools, or onboarding workflows. No CSV exports.
Lead scoring with custom logic
Build a lead scoring app that pulls Salesforce lead data, applies your custom criteria, and writes the score back to the lead record.
Account health monitoring
An agent checks account activity, support tickets, and billing data across Salesforce and your internal tools. It flags at-risk accounts before churn happens.
Onboarding automation
When a deal closes in Salesforce, an agent creates the onboarding project in your internal tools, assigns tasks to the CS team, and sends the welcome email.
Revenue reporting across tools
Combine Salesforce pipeline data with Stripe billing data and internal project data in one dashboard. No manual reconciliation.
Connect Salesforce in three steps
Connect your Salesforce account
OAuth login. No API keys to manage. Your Salesforce credentials are stored in an encrypted vault (AES-256). The connection persists across all apps and agents in your project.
Use Salesforce data in your apps
Your internal tools read and write contacts, accounts, opportunities, leads, and custom objects. All through the shared RootCX database, so your billing app and your support tool see the same CRM records.
Let agents act on CRM data
AI agents follow up on stale deals, update records, score leads, and sync data between Salesforce and your other tools. They follow the same RBAC as your team. Every action is logged in the immutable audit trail.
Why connect Salesforce through RootCX
Shared with every app and agent
Salesforce data is not siloed in one app. Every internal tool in your project can read and write CRM records. Your billing app, your support tool, and your AI agents all see the same data without separate API connections.
RBAC on every Salesforce action
Control who can read contacts, update opportunities, or delete accounts. Role-based access is enforced at the platform level, not per app. An agent can only touch Salesforce data that its role allows.
Every action in the audit trail
When an agent updates a deal stage, a user reads a contact record, or an app syncs data, it is logged with who, what, and when. One query to answer any compliance question about CRM data access.
How Salesforce works with RootCX
Salesforce data in your shared database
When you connect Salesforce to RootCX, the integration makes Salesforce objects available to every app and agent in your project. This is different from tools where each app maintains its own Salesforce connection. In RootCX, one connection serves the entire fleet. Your CRM dashboard, your onboarding automation, and your revenue agent all read from the same Salesforce data without duplicating API calls or managing multiple OAuth tokens.
AI agents that understand your pipeline
RootCX agents read Salesforce data alongside your internal database. This means an agent can correlate a stale opportunity with recent support tickets, billing status, and internal project data before deciding how to follow up. The agent does not just see the CRM record in isolation. It sees the full picture across every tool connected to your Core.
Two-way sync without glue code
Changes made in your internal tools can be written back to Salesforce. When your onboarding app marks an account as "active," the corresponding Salesforce record updates automatically. No Zapier, no n8n, no middleware. The integration handles bidirectional data flow natively.
Salesforce integration FAQ
Which Salesforce objects are supported?
Contacts, accounts, opportunities, leads, and custom objects. The integration uses the Salesforce REST API, so any object accessible through the API is available.
Is this read-only or read-write?
Both. Your apps and agents can read and write Salesforce data. Write access is controlled by RBAC. You can configure roles that only allow reading.
Do I need Salesforce API access?
Yes. Your Salesforce edition must include API access. Enterprise, Unlimited, and Developer editions include it. Professional edition requires an API add-on.
How are Salesforce credentials stored?
OAuth tokens are stored in an encrypted vault (AES-256). No API keys or passwords are stored in plain text. Tokens refresh automatically.
