Salesforce

Step 1: Initial Connection Setup

Begin by opening the AIGEN integrations dashboard and selecting Salesforce. Sign in to your Salesforce account and authorize the required permissions for customer and sales data. Confirm that the correct organization and data sources are connected before continuing.

Step 2: Customer Data Mapping

After establishing the connection, choose which Salesforce records should be available to AIGEN. Map information such as contacts, accounts, opportunities, and activity records to the appropriate workflow fields. Accurate mapping helps keep customer information organized and consistent.

Step 3: Workflow Automation Configuration

Configure AIGEN workflows to respond automatically to Salesforce activity. For example, a new opportunity can trigger an internal notification or start a follow-up workflow. Add conditions and actions that help your team automate repetitive customer operations.

Step 4: Testing and Deployment

Before deployment, test the integration with sample customer records and workflow events. Confirm that information is synchronized correctly and that automated actions are triggered at the right time. Once verified, enable the integration and monitor performance during the initial rollout.