Salesforce is a leading CRM platform that helps businesses manage customer relationships and sales processes. With Relevance AI, you can elevate your Salesforce experience by leveraging AI Agents to automate workflows and gain deeper insights from your data.
Salesforce provides a comprehensive CRM platform for managing customer relationships. Relevance AI amplifies this by enabling AI Agents to automate tasks, analyze data, and drive insights, making your CRM smarter and more efficient.
360° Customer Intelligence
The AI agent gains complete visibility into customer history, preferences, and interactions across all touchpoints through Salesforce's unified data platform.
Predictive Engagement Orchestration
Leveraging Salesforce analytics and Einstein AI, the agent can anticipate customer needs and proactively initiate relevant conversations.
Cross-Platform Orchestration
The agent seamlessly coordinates activities across Sales Cloud, Service Cloud, and Marketing Cloud for unified customer experiences.
Relevance AI seamlessly integrates with Salesforce, allowing you to enhance your CRM workflows with intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Salesforce account with administrator access
- A Relevance AI account with API access enabled
- Authorization credentials (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Salesforce & Relevance AI integration utilizes secure OAuth authentication, ensuring that only authorized workflows can access your Salesforce data. Relevance AI manages API operations (such as GET, POST, PATCH, DELETE) seamlessly in the background, allowing you to focus on your business processes without worrying about errors, formatting, or limits.
With built-in validation and type conversion, this integration guarantees that your workflows operate smoothly, even when dealing with varying data formats. You can automate CRM tasks like creating tasks, managing notes, searching records, and updating properties effortlessly through a streamlined interface.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
