Workforce Wave + Salesforce
Workforce Wave's Salesforce connector keeps your CRM current in real time — every AI call creates a new activity, updates lead status, and advances opportunities through your pipeline without human data entry.
How the Integration Works
Connect via Salesforce OAuth
Authorize Workforce Wave using Salesforce Connected App credentials. Works with Sales Cloud, Service Cloud, and Health Cloud.
Configure Object Mappings
Map AI call data to Salesforce objects: Leads, Contacts, Accounts, Opportunities, Cases, Tasks, and custom objects. Field-level mapping is fully configurable.
Set Activity Logging Rules
Define how calls are logged: activity type, subject format, task owner assignment, and which call metadata attaches to the activity record.
Automate with Flows
Trigger Salesforce Flows, Process Builder rules, or Apex triggers from Workforce Wave call outcome data to advance your full automation stack.
Use Cases
Lead Qualification at Scale
AI agents handle the first touch on every inbound lead, qualify against BANT criteria, and update Salesforce Lead status, rating, and qualification notes automatically.
Healthcare Patient Scheduling
For Salesforce Health Cloud deployments, Workforce Wave AI agents schedule appointments, update patient contact records, and log call activities to HIPAA-compliant Health Cloud objects.
Service Case Creation
Inbound calls from existing customers can automatically create Service Cloud Cases with full call transcript, priority classification, and team assignment based on account tier.
Setup Process
- 1Create a Workforce Wave Connected App in Salesforce Setup
- 2Grant the necessary OAuth scopes (api, refresh_token, offline_access)
- 3Log in to Workforce Wave admin → Integrations → Salesforce
- 4Enter your Connected App credentials and authorize
- 5Configure object and field mappings
- 6Set up Salesforce Flows triggered by call outcomes
- 7Test with a sandbox org
- 8Deploy to production
Frequently Asked Questions
Which Salesforce editions are supported?
Workforce Wave supports Salesforce Professional, Enterprise, Unlimited, and Developer editions. Sales Cloud, Service Cloud, and Health Cloud are all supported. Essentials edition has API limitations that may affect full functionality.
Can Workforce Wave read data from Salesforce during a call?
Yes — Workforce Wave can perform real-time lookups against Salesforce records during a call to personalize the conversation. For example, reading a caller's account tier to determine their SLA, or checking their appointment history to confirm availability.
Is the Salesforce integration HIPAA-compliant?
For Salesforce Health Cloud deployments, Workforce Wave adheres to HIPAA data handling requirements including encrypted data transmission, audit logging, and PHI-safe data mapping. A BAA is required.
Ready to Connect Workforce Wave + Salesforce?
Our team will handle the integration setup and have you live in under 30 days.
Book a Setup Call