Salesforce
Prospects fill out forms at midnight. Customers need account updates on weekends. Your AI agent works inside Salesforce to capture leads, qualify opportunities, look up account details, and log activities, so your CRM stays current and your team stays productive.
From lead creation to opportunity management, your AI agent performs Salesforce actions in real time during conversations, keeping your pipeline, contacts, and activities always up to date.
Salesforce
See how AI agents use Salesforce data to capture leads around the clock, give reps complete customer context, and keep CRM records accurate without manual effort.
A prospect visits your pricing page at 11 PM and starts chatting. Your AI Agent qualifies them with a few questions, captures company name, budget, and timeline, then creates a lead in Salesforce with all the details. The lead gets assigned to the right rep based on territory rules. Your rep starts Monday with a qualified lead, full context, and zero data entry.
A customer contacts support asking about their contract renewal. Your AI Agent searches Salesforce by email, finds the contact record, pulls up their account with contract dates and open opportunities. The agent provides renewal details and next steps, all personalized to the customer's specific account. The customer feels recognized. Your support team handles fewer routine inquiries.
A prospect tells your AI agent they have budget approval and want to finalize next week. Your agent updates the opportunity stage from Proposal to Negotiation in Salesforce, sets the close date, adds the budget confirmation as a note, and notifies the assigned rep. Pipeline forecasting stays accurate in real time. The sales manager sees the deal progression without waiting for the weekly pipeline review.
Salesforce
FAQs
The agent uses Salesforce's Create Lead API to generate a new lead record with fields like LastName, Company, Email, Phone, and any custom fields you configure. The lead respects your assignment rules, meaning it routes to the correct rep automatically. All data is captured during the conversation and pushed to Salesforce in real time.
The agent can query any standard or custom Salesforce object using SOQL queries or the SOSL search API. Common searches include contacts by email, leads by company, opportunities by stage, and accounts by name. You configure which objects the agent should access based on your use case.
Tars requests 'full' and 'refresh_token' OAuth scopes during authorization. This gives the agent access to create, read, update, and delete records based on the connected user's Salesforce profile permissions. You can limit access by using a dedicated integration user with a restricted profile.
No. The agent queries Salesforce in real time during each conversation. Contact records, lead details, opportunity data, and account information are fetched live through the Salesforce REST API and used only for the current interaction. Tars does not maintain a separate CRM database.
Yes. The agent uses Salesforce's Update Opportunity endpoint to modify fields like StageName, Amount, CloseDate, and Description. When a prospect confirms budget or timeline details, the agent updates the opportunity record immediately, keeping your pipeline forecast accurate without waiting for rep data entry.
Agentforce is built for internal Salesforce users and workflows. Tars AI Agents are customer-facing, designed to engage prospects and customers on your website, WhatsApp, and other channels. They capture leads, answer questions, and update Salesforce from external conversations. The two can work together, with Tars handling the front-line and Agentforce handling internal workflows.
Yes. The agent can send emails using Salesforce's Send Email API, leveraging your email templates and linking the communication to the appropriate contact or lead record. Email activity is logged in Salesforce automatically, maintaining a complete communication history.
Before creating a new lead, the agent can search Salesforce for existing records matching the email or company. If a match is found, the agent updates the existing record instead of creating a duplicate. You can configure deduplication rules to match your business logic and Salesforce duplicate management settings.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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