Authava and Salesforce
Your bot can look up and update Salesforce records in the middle of a conversation, and once a conversation appears finished, the lead can go straight into Salesforce for your sales team. We set this up with your Salesforce team, and your team stays in control of what the bot can access.
How Does The Bot Use Salesforce During A Conversation?
Through the MCP Gateway, the bot can call Salesforce's API as a tool, in the middle of a conversation. For example, it can:
- Look up an account or contact, so a returning customer doesn't have to repeat themselves
- Check the status of a case or order stored in Salesforce
- Create or update a record, such as a new lead or a follow-up task
The bot works out which tool to use and fills in what Salesforce needs from what the visitor said, asking a follow-up question when something is missing. For signed-in visitors, it can look up their own record without asking for an account number.
How Do Chatbot Leads Get Into Salesforce?
Once a conversation appears finished, Authava's after-chat hook can send it on to create a lead in Salesforce. Leads land in Salesforce without anyone copying details over by hand.
If you need a lead in Salesforce during the conversation instead, the bot can create it through the MCP Gateway as soon as the visitor shares their details.
Who Controls Access To Our Salesforce?
Your Salesforce team does. Authava doesn't administer Salesforce, and we don't ask for your Salesforce admin credentials.
Instead, we work with your Salesforce team. They set up the access the bot uses, decide which objects and fields it can read or change, and can adjust or remove that access at any time. The bot can only do what that access allows.
Security is a core part of how we build Authava. See How Is My Data Safe With Authava?
Who Sets It Up?
Our managed services team configures the Authava side and tests it with your Salesforce team against your Salesforce setup.
Frequently Asked Questions
Does Authava integrate with Salesforce?
Yes. The bot can call Salesforce's API mid-conversation through the MCP Gateway, and Authava can send finished conversations to Salesforce as leads.
Can the bot read Salesforce data during a chat?
Yes. It can look up accounts, contacts, cases, or other records your Salesforce team gives it access to, and use the answer in its reply.
How quickly do chatbot leads reach Salesforce?
A conversation is sent once it appears finished. If you need it sooner, the bot can create the lead during the conversation.
Does Authava need admin access to our Salesforce?
No. We don't take Salesforce admin credentials or administer your Salesforce. Your Salesforce team sets up and controls the access the bot uses.