Connect Salesforce with Verabase

Connect Salesforce CRM to give your AI agents real-time access to accounts, opportunities, cases, and custom objects.

What syncs

Accounts & contactsOpportunities & pipelineCases (support tickets)Custom objectsLead records

Automation triggers

Opportunity closed-won

When an opportunity moves to Closed-Won, Verabase triggers onboarding content delivery to the new customer.

Case created

New cases in Salesforce are checked against your knowledge base. If an AI answer exists, it's suggested to the assigned agent.

Lead converted

When a lead converts to a contact, Verabase updates the customer context available to AI agents.

Setup guide

Estimated setup time: ~12 minutes. Prerequisites: Salesforce Enterprise edition or higher (API access required). System Administrator profile needed to create Connected Apps.

Create a Connected App in Salesforce

In Salesforce Setup, go to App Manager → New Connected App. Name it "Verabase Integration", enable OAuth settings, and set the callback URL to https://app.verabase.io/oauth/salesforce/callback.

Configure OAuth scopes

Add the following OAuth scopes: api, refresh_token, offline_access. These allow Verabase to read your CRM data and maintain a persistent connection.

Copy Consumer Key and Secret

After saving, Salesforce generates a Consumer Key and Consumer Secret. Copy both — you'll need them in the next step.

Authorize in Verabase

In your Verabase dashboard, go to Settings → Integrations → Add Salesforce. Paste the Consumer Key and Secret, then click Authorize. You'll be redirected to Salesforce to grant access.

Map objects and fields

Once authorized, select which Salesforce objects (Accounts, Opportunities, Cases, or custom objects) should be accessible to your AI agents. Map fields to Verabase's context model.

Use cases

Case resolution with knowledge base

When a support rep opens a Salesforce case, the Verabase side panel surfaces the most relevant knowledge base articles and AI-drafted responses. The rep can send the answer with one click, reducing average handle time.

Opportunity-based messaging

When an opportunity enters the Negotiation stage, Verabase's AI agent proactively sends the prospect a comparison document or case study from your knowledge base — personalized to their industry and deal size.

Custom object intelligence

If you use custom objects (e.g. Product Configurations, License Keys), Verabase can read them and make that data available to AI agents. A customer asking 'What's my license key?' gets an instant, accurate answer.

Frequently asked questions

Does this work with Salesforce Sandbox environments?

Yes. You can connect a Sandbox environment for testing. Use the Sandbox login URL when authorizing in Verabase, and switch to production when ready.

Can I sync custom objects?

Yes. After connecting Salesforce, you can select any custom object that has API access enabled. Verabase reads the object's fields and makes them available as context.

What Salesforce editions are supported?

Enterprise, Unlimited, and Developer editions. Professional edition requires the API add-on. Essentials edition does not support API access.

Related integrations

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