Darwin AI + Salesforce

Darwin AI + Salesforce integrations

Forward new Darwin AI sessions to create records in Salesforce

Easily manage your workflow with this automation that links Darwin AI and Salesforce. When a session is forwarded in the Darwin AI app, a new record is instantly created in Salesforce. This simplifies your task management by streamlining data flow between the two platforms, saving time and minimizing the chances for clerical errors. Make your process more efficient without the need for manual data entry.

When this happens...
Session ForwardedTriggers when a session is forwarded to another agent.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with Darwin AI and Salesforce

Discover other triggers and actions you can use with Darwin AI and Salesforce

Session Analyzed
Triggers when a session is analyzed.
Trigger
Instant
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Session Closed Unforwarded
Triggers when a session is closed and unforwarded.
Trigger
Instant
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Session Forwarded Escalated
Triggers when a session is forwarded and escalated to another agent.
Trigger
Instant
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Session Forwarded Recovered
Triggers when a session is recovered and forwarded to another agent.
Trigger
Instant
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Session Replied
Triggers when a session is replied.
Trigger
Instant
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- PhoneNumber
  Required
- Channel ID
- ChannelType
- Message
- InitialState
- Initial Pipeline ID
- UtmSource
- UtmCampaign
- UtmMedium
- Intent
- UtmTerm
- UtmContent
- Interest
- MediaUrl
- MediaType
- Location
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Session Closed
Triggers when a session is closed.
Trigger
Instant
Try It
Session Forwarded
Triggers when a session is forwarded to another agent.
Trigger
Instant
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Session Forwarded Qualified
Triggers when a session is forwarded to another agent.
Trigger
Instant
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Session Opened
Triggers when a session is opened.
Trigger
Instant
Try It
Session Stage Transitioned
Triggers when a session is moved to a new stage.
Trigger
Instant
Try It
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Darwin AI

Darwin AI offers AI-driven customer service solutions, specializing in human-like interactions for effective customer experiences and service improvements.

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Related categories

Customer Support

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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