Salesforce Integration
Coming Soon: This section is under development. Check back soon for step-by-step Salesforce integration instructions.
What You’ll Learn
- Creating a Salesforce Connected App
- Configuring OAuth 2.0 for AVA
- Setting up delegated user permissions
- Accessing Opportunities, Leads, Cases, Accounts, Contacts
- Custom object access
- Troubleshooting Salesforce connectivity
Use Cases
- Query pipeline and opportunities in conversations
- Update CRM records via AVA Tasks
- Generate reports from Salesforce data
- Search across Salesforce objects
In the Meantime
Review the Use Cases documentation to see how sales teams use AVA with Salesforce CRM.Related Topics
- Admin Guide - MCP Servers - Setting up integrations
- Sales Use Cases - Real-world examples
Last Updated: January 2025