Integrations

Salesforce

CRM integration for contacts, accounts, and cases

The Salesforce connector provides 38 actions for managing CRM data and customer relationships.

Setup

Connect via OAuth

  1. Go to Settings → Integrations → Salesforce
  2. Click Connect
  3. Sign in to Salesforce
  4. Authorize Keva
  5. Configure field mappings

Available Actions (38)

Contacts

ActionDescription
Get contactContact details
Create contactNew contact
Update contactModify contact
Search contactsSOSL/SOQL search

Accounts

ActionDescription
Get accountAccount details
Create accountNew account
Get account contactsRelated contacts

Cases

ActionDescription
Get caseCase details
Create caseNew support case
Update caseModify case
Close caseMark resolved

Leads & Opportunities

ActionDescription
Get leadLead details
Get opportunityDeal details
Update opportunityModify deal

Tasks & Notes

ActionDescription
Create taskAssign task
Create noteAdd note
Log callRecord call activity

CRM Sync

Salesforce supports bidirectional sync with Keva customer profiles.

See CRM Sync → Salesforce.

Use Cases

Account Lookup

When handling a ticket, AI:

  1. Looks up contact in Salesforce
  2. Gets account tier and owner
  3. Checks open opportunities
  4. Tailors response accordingly

Case Creation

High-priority issue detected:

AI:
1. Creates Salesforce case
2. Links to account
3. Assigns to case owner