Salesforce CRM
Equip your conversational AI agents with real-time Salesforce data. Look up customer records mid-call, enrich leads with call notes, and automatically log support cases into Salesforce Service Cloud.
Supported Autonomous Actions
Live tools executed during calls & chats
High-Impact Business Use Cases
How leading teams deploy Salesforce CRM with Lokam autonomous voice & messaging agents.
Instant Caller Lookup & Account History
When a customer calls or messages, the AI searches Salesforce by phone number, greeting them by name with full context on open cases.
Automated Post-Call Lead & Task Logging
Call transcripts, structured action items, qualification scores, and sentiment tags are automatically logged into Lead or Contact records.
Opportunity Stage Advancement
When a prospective client qualifies or books a demonstration, the AI advances the Opportunity stage and notifies the assigned account executive.
Usability & Workflow Setup
Designed for frictionless team adoption with zero code and secure role-based control.
OAuth2 Connected App Setup
Connect with standard Salesforce Connected App credentials with granular object-level read/write permissions.
Custom Field & Object Support
Read and write to custom Salesforce fields (e.g. Lead_Score__c, NPS__c) directly within Flow Builder nodes.
Sub-120ms SOQL Lookups
Optimized query execution returns customer records in under 120ms so the AI speaks without awkward pauses.
How It Works in Conversation
From the initial customer inquiry to instant resolution and backend synchronization.
Inbound Call or Message Begins
AI queries Salesforce Leads and Contacts using caller’s phone or email.
Contextual Dialogue & Action
AI uses open case details to assist the customer and updates custom fields live.
Activity Logged & Stage Updated
Call summary, recording link, and next steps are written to Salesforce.
Start Using Salesforce CRM with Lokam AI
Connect your numbers, CRM, or scheduling tools and deploy conversational agents in minutes.