Using Salesforce within AI Companion
The Salesforce app for AI Companion helps you manage and improve customer relationships across sales, marketing, and customer service. You can manage leads, track opportunities, automate tasks, and access account information directly from AI Companion without switching between applications.
You can also use Salesforce with Team Chat.
Requirements for using Salesforce within AI Companion
How to connect Salesforce with AI Companion
- Sign in to the Zoom desktop app.
- Click the Home tab or click the AI Companion icon
from your active tab. - In the Write a message or type / for more field, click the add icon
. - Click the My Apps tab then Salesforce.
Note: Authorizing the Salesforce app allows AI Companion to access your Salesforce opportunity and record information, such as notes, stage, contacts.
How to disconnect the Salesforce app
- Sign in to the Zoom App Marketplace as an account admin or owner.
- In the top-right corner, click Manage.
- In the navigation menu, click Added apps, then Salesforce for Zoom.
- Click Connections.
- Click the ellipsis icon
, then Disconnect.
Note: Salesforce app configuration data is deleted automatically when you remove the Salesforce app from the Zoom App Marketplace.
How to search Salesforce records
Once connected, you can search for various Salesforce records directly in AI Companion:
- Open AI Companion by clicking the AI Companion icon in your Zoom client.
- Type a search query mentioning Salesforce and the record type you're looking for. For example:
- "Find the Salesforce record for John Doe"
- "Show me open opportunities for Aaron Company"
- "Search for technology accounts in Hangzhou"
- "List all opportunities closing this month"
- AI Companion will retrieve and display the relevant Salesforce records.
Note: If multiple records match your search criteria, AI Companion will ask you to provide additional details to narrow down the results.
Types of records you can search
You can search for various Salesforce objects including:
- Contacts
- Accounts
- Opportunities
- Leads
- Contracts
- Campaigns
- Solutions
- Quotes
- Orders
How to summarize Salesforce records
AI Companion can provide summaries of Salesforce records to help you quickly understand key information:
- After finding a Salesforce record, ask AI Companion to summarize it with a prompt like:
- "Summarize this Salesforce record"
- "Give me a summary of this opportunity"
- AI Companion will generate a concise summary with key details and actionable insights.
You can also ask for specific information about records:
- "What's the status of the Textile 2 opportunity?"
- "Find the latest notes on the Aaron account"
- "Show me contract details for Aaron Company"
How to create notes for opportunities or accounts
- In AI Companion, specify the record you want to add a note to with a prompt like:
- "Create a note for the Textile 2 opportunity with Aaron Company"
- "Add a note to the Aaron Company account"
- Include the title and content for your note in your request:
- "Title: Customer Meeting Follow-up, Body: Discussed Q3 projections and expansion plans"
- AI Companion will create the note in Salesforce and confirm when it's complete.
How to update Salesforce records
You can update record fields directly through AI Companion:
- Specify the record you want to update and the field to modify:
- "Update the sales stage of the Textile 2 opportunity to Negotiation/Review"
- "Change the close date for the Aaron Company opportunity to June 15, 2025"
- AI Companion will update the specified field in Salesforce and confirm the change.
How to schedule meetings with Salesforce contacts
- Ask AI Companion to schedule a meeting with a Salesforce contact:
- "Schedule a meeting with Stalin from Aaron Company"
- "Set up a call with the key stakeholders for the Textile 2 opportunity"
- Provide meeting details including:
- Subject/title
- Date and time
- Location (virtual or physical)
- Description or agenda (optional)
- AI Companion will create the event in Salesforce and link it to the appropriate contact and account.
Example: "Create an event for account Aaron and contact Stalin with Subject: Strategy Meeting, startDateTime: 2025-05-23T10:00:00Z, EndDateTime: 2025-05-23T11:00:00Z, location: Conference Room A, Description: Discussing Q2 strategies"
How to use Salesforce in AI Companion on the Web personal workflows
Authorizing the Salesforce app allows AI Companion and Workflow to access your Salesforce records for automated creation and management.
- Sign in to the Zoom web portal and navigate to AI Companion on the web.
- In the navigation menu, click Workflows.
- Under Workflows, click + Create.
- In the Search all nodes field, enter Salesforce.
- Click Salesforce.
- When prompted, click Authenticate to log in to your Salesforce account.
- When prompted, enter the Base URL when configuring Salesforce for Zoom.
Note: To locate the Base URL of your Salesforce instance, navigate to Setup and search for My Domain in the Quick Find box. The results will display your Current My Domain URL, which typically ends with .my.salesforce.com. - Select from the available predefined nodes.
Nodes available for Salesforce in personal workflows
The following workflow nodes are available when Salesforce is connected to AI Companion on the web.
Note: Authentication is required before using the Salesforce nodes.
| Node name | Description | Fields that can be managed |
|---|
| Complete Task | Completes a task by setting its status to Completed. |
|
| Create Note | Creates a new note attached to a Salesforce record. |
- Parent Record
- Note Title
- Note Body
- Private Note
- Owner
- Custom Fields
|
| Create SObject Record | Creates a new Salesforce SObject record. |
- Salesforce Object Type
- Field Values
|
| Create Task | Creates a new task in Salesforce. |
- Subject
- Description
- Status
- Priority
- Due Date
- Related Person ID (WhoId)
- Related Record ID (WhatId)
- Owner
- Set Reminder
- Reminder Date & Time
- Custom Fields
|
| Get All Fields For Object | Retrieves all fields (standard and custom) for a Salesforce object. |
|
| Get Note | Retrieves a specific note from Salesforce by ID. |
|
| Get S Object Record | Retrieves a single Salesforce record by ID. |
- Object API Name
- Record
- Fields to Return
|
| Get User Info | Retrieves information about the current or specified user. |
|
| Log Call | Logs a completed phone call as a task. |
- Subject
- Contact/Lead ID (WhoId)
- Related Record ID (WhatId)
- Call Date/Time
- Call Type
- Call Disposition
- Call Duration (Seconds)
- Comments / Notes
|
| Run Soql Query | Executes a SOQL query against Salesforce data. |
|
| Update A Record | Updates record data in Salesforce. |
- Record
- Fields to Update
- Object API Name
- Allow Save on Duplicate
- Use Default Assignment Rule
- Trigger User Email
- Trigger Other Email
- If Unmodified Since
|
| Update Note | Updates an existing note. |
- Note
- Title
- Body
- Owner
- Private Note
- Custom Fields
|
| Update Opportunity By Id | Updates specified fields of an existing opportunity. |
- Opportunity Name
- Stage Name
- Close Date
- Amount
- Probability (%)
- Account ID
- Campaign ID
- Description
- Forecast Category
- Owner ID
- Type
- Custom Fields
|
How your data is used
Zoom's Salesforce app marketplace app allows Zoom Communications Inc. access to your Salesforce accounts, opportunities, contacts, and related records. To do so, you'll need to share Salesforce permissions. The permissions you'll share with Zoom Communications Inc. include:
- Access Salesforce content: Zoom Communications Inc. will have permission to access your Salesforce account information, opportunity records (including stage and close date), contact details, associated notes, and related event data.
By authorizing this connection, the Salesforce app maintains ongoing access to your information.
