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Salesforce Integration Block

Abby Updated by Abby

The Salesforce integration block lets you create and update Salesforce records; accounts, contacts, leads, and opportunities, directly from your bot flow, without leaving the builder.

This feature is available on the Professional plan (limited to 80 calls/month) and the Business plan (unlimited calls).

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What is Salesforce?

Salesforce is a customer relationship management platform for sales, customer service, marketing automation, analytics, and application development. Landbot's native integration lets you create and update leads directly within your bot flow.

How do you connect your Salesforce account?

Connect your Salesforce account either directly in the builder, or from the integrations section. To connect in the builder:

1️⃣ Add the Salesforce block to your flow:

2️⃣ Sync your Salesforce account by logging in.

How do you create a record?

1️⃣ Select the event. From the event dropdown, choose to create a new account, contact, lead, or opportunity.

2️⃣ Add data by selecting from the Fields dropdown.

If you don't set all the required Fields, no data gets sent.

3️⃣ Test the request.

How do you update a record?

Updating a record has two parts: first you identify which record to update, then you set the new values.

Find the record to update:

1️⃣ Select a field to identify the record by (e.g. Account Name, Email).

2️⃣ Choose a condition β€” Equals, Contains, or Does not contain.

3️⃣ Enter the value to match against in "Introduce your value," or click Use field to match against a Landbot Field instead of a fixed value.

Set the new values:

4️⃣ Select an option β€” the Salesforce field you want to update.

5️⃣ Enter the new value, or click Use field to pull the value from a Landbot Field instead of typing it directly.

6️⃣ Click + Add to update another field on the same record. Repeat as needed β€” each row updates one field, and you're not limited to a single value per update.

How do you check for errors?

If a request fails, go to the Salesforce error log in your integrations section. The log shows what went wrong. For example, "Required Fields are Missing."

Which channels support this feature?

The Salesforce integration block is fully compatible with Web, WhatsApp, and Facebook Messenger β€” behavior doesn't differ by channel.

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