Salesforce Integration

Connect Eshal to Salesforce in minutes.

Eshal reads and writes Salesforce records in real time. Every conversation enriches your CRM - automatically.

Capabilities

What the Salesforce integration does

Pull contact and account records

Live lookups during an active conversation - no cached data.

Log every interaction as Activity

Each conversation becomes a Task with the full transcript and intent tags.

Update Opportunity stages

Move deals based on chat signals (intent to buy, objection resolved, etc.).

Trigger Salesforce Flows

Kick off declarative automations on escalation or specific intents.

Setup

Three steps. Under 15 minutes.

OAuth, map, deploy. No custom engineering, no migrations.

01

Connect

Authenticate via Salesforce OAuth 2.0. A Salesforce admin approves the connection once.

02

Map objects

Pick which objects to sync: Contacts, Leads, Opportunities, Cases, plus custom objects.

03

Go live

Flip the toggle. Your agents read and write Salesforce data in real time from day one.

Use cases

What teams build with this integration

Lead gen

Qualify leads over chat

Score and route new leads directly into the correct pipeline stage.

+38%
Lead-to-opportunity conversion vs. manual entry
Service Cloud

Auto-create Cases from issues

Create Cases when a customer reports a problem, with the transcript attached.

<3s
From chat intent detected → Salesforce Case created
Handoff

Full history on handoff

Agents see the complete Salesforce picture when they pick up a live chat.

100%
Of escalated conversations logged back to the CRM
Security

Your Salesforce credentials, sovereign in UAE.

Every byte between Eshal and Salesforce is encrypted end-to-end, audited, and stored in our Abu Dhabi region.

Encrypted in transit

TLS 1.3 for every request to Salesforce's API. No exceptions.

Credential vault

OAuth tokens encrypted at rest with per-tenant keys. Never logged.

UAE-region hosted

Data residency in Abu Dhabi. G42/Core42 sovereign cloud.

Audit trail

Every Salesforce write is logged with actor, payload, and timestamp.

Salesforce FAQ

Common questions about Salesforce + Eshal

Professional, Enterprise, and Unlimited. OAuth 2.0 is required and standard APIs are used.
Yes - Case creation, routing, and macros integrate with Service Cloud and Omni-Channel.
OAuth tokens are stored in our UAE-region encrypted credential vault and never logged.
Yes - any standard or custom object accessible via the REST API is supported.
Yes - a Salesforce admin needs to approve the OAuth connection once.

Start your Salesforce integration today

14-day free trial. No credit card needed.