Salesforce Integration Template

Integriere deine Mid-call Actions mit Salesforce, dem weltweit führenden CRM-System. Diese Integration bietet umfangreiche Möglichkeiten für Enterprise-Workflows, komplexe Sales-Prozesse und skalierbares Customer-Relationship-Management.

Überblick & Enterprise-Features

Enterprise-CRM-Integration

Vollständige Salesforce-Object-Unterstützung (Leads, Contacts, Accounts, Opportunities)
Custom Objects und Fields
Salesforce-Workflows und Triggers
Multi-Org-Support für große Unternehmen

Advanced Sales Features

Territory Management Integration
Sales Process und Stage-Management
Einstein AI Lead Scoring
Revenue Cloud Integration

Salesforce API-Setup

1. Connected App erstellen

Setup-Navigation

Melde dich bei Salesforce als Admin an
Geh zu “Setup” (Zahnrad-Symbol)
Navigiere zu “Apps” → “App Manager”

Connected App konfigurieren

App-Details:
  Connected App Name: "Famulor Mid-call Actions"
  API Name: "Famulor_Mid_Call_Tools"
  Contact Email: ihr-admin@firma.de
  
OAuth Settings:
  Enable OAuth Settings: ✓
  Callback URL: https://app.famulor.de/oauth/callback
  Selected OAuth Scopes:
    - "Access and manage your data (api)"
    - "Perform requests on your behalf at any time (refresh_token, offline_access)"
    - "Access your basic information (id, profile, email, address, phone)"

API-Credentials sichern

Nach der Erstellung:

Consumer Key (Client ID) notieren
Consumer Secret (Client Secret) notieren
Diese werden für die Tool-Authentication benötigt

User-Permissions setzen

Profile-Permissions (für Service User):
  - "API Enabled" 
  - "View All Data" (oder spezifische Object-Permissions)
  - "Modify All Data" (nur für Write-Operationen)
  
Optional - IP-Restrictions:
  - Vertrauenswürdige IP-Ranges definieren
  - VPN-basierte Zugriffe konfigurieren

2. Authentication-Flow

OAuth 2.0 Flow
Session-Based Auth

Authentication-Type: "OAuth 2.0"
Grant Type: "Client Credentials" oder "Authorization Code"

Token-Endpoint:
  URL: https://login.salesforce.com/services/oauth2/token
  Method: POST
  
Headers:
  Content-Type: "application/x-www-form-urlencoded"
  
Body:
  grant_type: "client_credentials"
  client_id: "{consumer_key}"
  client_secret: "{consumer_secret}"
  username: "{sf_username}"  # für Username-Password-Flow
  password: "{sf_password}{security_token}"

Alternative für Legacy-Setups:
  Endpoint: https://login.salesforce.com/services/Soap/c/60.0
  Method: POST (SOAP)
  
Session-ID aus Login-Response:
  Verwende Session-ID in "Authorization: Bearer {session_id}"
  
Vorteil: Einfacher Setup
Nachteil: Session-Expiry-Handling

Lead-Management-Tool

1. Lead-Lookup-Tool

Tool-Konfiguration

Parameter	Wert
Funktionsname	`get_salesforce_lead`
Beschreibung	”Ruft Lead-Informationen aus Salesforce ab basierend auf E-Mail oder Telefonnummer.”
HTTP-Methode	`GET`
URL	`https://{instance}.salesforce.com/services/data/v60.0/query`
Timeout	`8000ms`

Query-Parameter

SOQL-Query-Beispiele:
  
  Email-basierte Suche:
    q: "SELECT Id, FirstName, LastName, Company, Email, Phone, Status, 
        Rating, LeadSource, CreatedDate, LastModifiedDate 
        FROM Lead 
        WHERE Email = '{email}' AND IsConverted = false"
  
  Telefon-basierte Suche:
    q: "SELECT Id, FirstName, LastName, Company, Email, Phone, Status,
        Rating, Industry, AnnualRevenue 
        FROM Lead 
        WHERE Phone = '{phone}' OR MobilePhone = '{phone}'"
  
  Erweiterte Suche mit Custom Fields:
    q: "SELECT Id, Name, Email, Lead_Score__c, Next_Follow_Up__c,
        Competitor_Mentioned__c, Budget_Range__c
        FROM Lead 
        WHERE Email = '{email}'"

2. Lead-Creation-Tool

Basic Lead Creation
Request Body

Funktionsname: create_salesforce_lead
HTTP-Methode: POST
URL: https://{instance}.salesforce.com/services/data/v60.0/sobjects/Lead

Headers:
  Authorization: "Bearer {access_token}"
  Content-Type: "application/json"

{
  "FirstName": "{first_name}",
  "LastName": "{last_name}",
  "Company": "{company_name}",
  "Email": "{email_address}",
  "Phone": "{phone_number}",
  "Status": "Open - Not Contacted",
  "LeadSource": "Phone Inquiry",
  "Rating": "{calculated_rating}",
  "Description": "{conversation_summary}",
  "Industry": "{identified_industry}",
  "AnnualRevenue": "{estimated_revenue}",
  "NumberOfEmployees": "{company_size}",
  "Lead_Score__c": "{calculated_score}",
  "Pain_Points__c": "{identified_challenges}",
  "Budget_Range__c": "{mentioned_budget}",
  "Timeline__c": "{buying_timeline}",
  "Competitor_Mentioned__c": "{competitors}",
  "Call_Notes__c": "{detailed_notes}",
  "Next_Follow_Up__c": "{calculated_follow_up_date}"
}

3. Lead-Update & Qualification

{
  "type": "object",
  "properties": {
    "lead_id": {
      "type": "string",
      "description": "Salesforce Lead-ID für Update"
    },
    "status": {
      "type": "string",
      "enum": ["Open - Not Contacted", "Working - Contacted", "Closed - Converted", "Closed - Not Converted"],
      "description": "Neuer Lead-Status"
    },
    "rating": {
      "type": "string", 
      "enum": ["Hot", "Warm", "Cold"],
      "description": "Lead-Rating basierend auf Gespräch"
    },
    "qualification_notes": {
      "type": "string",
      "description": "BANT-Qualifikation und Gesprächsnotizen"
    },
    "next_action": {
      "type": "string",
      "description": "Empfohlene nächste Schritte"
    },
    "assigned_owner": {
      "type": "string",
      "description": "Salesforce User-ID für Zuweisung"
    }
  },
  "required": ["lead_id"]
}

Contact & Account Management

1. Contact-Lookup mit Account-Informationen

Umfassende Contact-Abfrage

-- SOQL für Contact mit Account-Daten
SELECT Id, FirstName, LastName, Email, Phone, Title,
       Account.Id, Account.Name, Account.Industry, Account.AnnualRevenue,
       Account.NumberOfEmployees, Account.Type,
       LastActivityDate, CreatedDate,
       Custom_Field__c, Lifecycle_Stage__c
FROM Contact 
WHERE Email = '{email}'

Multi-Relationship-Queries

-- Contact mit Opportunities und Cases
SELECT Id, Name, Email, Phone,
       (SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunities),
       (SELECT Id, Subject, Status, Priority FROM Cases WHERE IsClosed = false),
       Account.Name, Account.Industry
FROM Contact 
WHERE Email = '{email}' OR Phone = '{phone}'

2. Account-Enrichment

Account-Lookup
Account-Hierarchy

Tool: get_salesforce_account
SOQL: "SELECT Id, Name, Industry, AnnualRevenue, NumberOfEmployees,
              BillingAddress, Website, Phone, Type, 
              Parent.Name, Owner.Name,
              Last_Activity__c, Health_Score__c
       FROM Account 
       WHERE Name LIKE '%{company_name}%' OR Website LIKE '%{domain}%'"

Use Case: Firmendaten während Gespräch anreichern

-- Parent-Child-Account-Beziehungen
SELECT Id, Name, Type,
       Parent.Name, Parent.Id,
       (SELECT Name, Type FROM ChildAccounts)
FROM Account 
WHERE Name = '{company_name}' OR Parent.Name = '{company_name}'

Opportunity-Management

1. Opportunity-Tracking

2. Opportunity-Creation-Tool

Tool-Configuration

Funktionsname: create_salesforce_opportunity
Method: POST
URL: /services/data/v60.0/sobjects/Opportunity

Beschreibung: "Erstellt eine neue Opportunity in Salesforce basierend auf 
               qualifiziertem Lead-Gespräch"

Opportunity-Fields

{
  "Name": "{opportunity_name}",
  "AccountId": "{account_id}",
  "ContactId": "{primary_contact_id}",
  "StageName": "Prospecting",
  "CloseDate": "{estimated_close_date}",
  "Amount": "{estimated_amount}",
  "Probability": "{calculated_probability}",
  "LeadSource": "Phone Call",
  "Type": "New Customer",
  "Description": "{opportunity_description}",
  "NextStep": "{next_action_item}",
  "Pricebook2Id": "{standard_pricebook_id}",
  "Budget_Confirmed__c": "{budget_status}",
  "Decision_Maker__c": "{decision_maker_identified}",
  "Timeline_Confirmed__c": "{timeline_status}",
  "Competitor__c": "{mentioned_competitors}",
  "Pain_Points__c": "{customer_challenges}"
}

3. Sales Process Integration

Stage-Management
Einstein-AI-Integration

Salesforce-Stage-Mapping:
  "Prospect Reached" → StageName: "Prospecting"
  "Needs Identified" → StageName: "Qualification" 
  "Budget Confirmed" → StageName: "Needs Analysis"
  "Demo Scheduled" → StageName: "Value Proposition"
  "Proposal Requested" → StageName: "Id. Decision Makers"
  "Negotiation Started" → StageName: "Proposal/Price Quote"
  "Contract Sent" → StageName: "Negotiation/Review"
  "Deal Closed" → StageName: "Closed Won"

Automatic-Stage-Progression:
  - Basierend auf Gesprächsinhalten
  - Trigger für Workflow-Rules
  - Integration mit Sales-Process-Builder

Einstein-Lead-Scoring:
  API-Endpoint: /services/data/v60.0/einstein/platform/v1/models
  
  Verwendung:
    - Automatische Score-Updates basierend auf Gespräch
    - Predictive Analytics für Close-Probability
    - Next-Best-Action-Empfehlungen
  
Einstein-Activity-Capture:
  - Automatische E-Mail/Call-Logging
  - Sentiment-Analysis-Integration
  - Conversation-Intelligence-Features

Activity & Task Management

Automatische Activity-Protokollierung

Task-Creation

{
  "sobjectType": "Task",
  "WhoId": "{contact_id}",
  "WhatId": "{account_or_opportunity_id}", 
  "Subject": "Follow-up Call - {customer_name}",
  "Status": "Not Started",
  "Priority": "High",
  "ActivityDate": "{follow_up_date}",
  "Description": "{call_summary}",
  "Type": "Call",
  "TaskSubtype": "Call",
  "Call_Outcome__c": "{call_result}",
  "Next_Steps__c": "{action_items}",
  "OwnerId": "{assigned_user_id}"
}

Event-Logging

Event-Types für Mid-Call-Protokollierung:
  
  Inbound-Call-Event:
    Subject: "Inbound Call - {topic}"
    Type: "Call"
    DurationInMinutes: {call_length}
    
  Demo-Request-Event:
    Subject: "Demo Scheduled"
    Type: "Meeting"
    StartDateTime: {demo_date}
    
  Follow-up-Task:
    Subject: "Send Proposal"
    ActivityDate: {due_date}
    Priority: "High"

Territory & Team Management

1. Lead-Routing basierend auf Territory

Territory-Based-Assignment
Queue-Based-Distribution

-- Territory-Lookup für automatische Zuweisung
SELECT Id, Name, 
       (SELECT User.Id, User.Name FROM UserTerritories WHERE RoleInTerritory = 'Sales Rep')
FROM Territory2
WHERE State__c = '{customer_state}' 
   OR Industry__c = '{customer_industry}'
   OR Company_Size__c = '{company_size_category}'

Lead-Assignment-Logic:
  
  Enterprise-Accounts (&gt;1000 Employees):
    → Enterprise Sales Team Queue
    → Immediate SMS-Notification
    → 4-Hour Response SLA
  
  SMB-Accounts (10-1000 Employees):
    → Standard Sales Team
    → E-Mail-Notification
    → 24-Hour Response SLA
  
  Small-Business (&lt;10 Employees):
    → Inside Sales Team
    → Queue-based Distribution
    → 48-Hour Response SLA

2. Escalation-Management

Custom Objects & Industry Solutions

1. Industry-Specific Objects

Financial Services

Custom-Objects:
  - Investment_Profile__c
  - Risk_Assessment__c  
  - Compliance_Record__c
  - Portfolio_Summary__c
  
Mid-Call-Integration:
  - Risk-Profile-Abfrage während Beratungsgespräch
  - Portfolio-Performance-Updates
  - Compliance-Status-Checks
  - Product-Suitability-Assessment

Healthcare

Custom-Objects:
  - Patient_Record__c (HIPAA-compliant)
  - Treatment_Plan__c
  - Insurance_Verification__c
  - Appointment_History__c
  
Special-Considerations:
  - PHI-Handling mit Field-Level-Security
  - Audit-Trail für alle Datenzugriffe
  - Consent-Management-Integration

Real Estate

Custom-Objects:
  - Property_Listing__c
  - Showing_Request__c
  - Market_Analysis__c
  - Financing_Pre_Approval__c
  
Workflow:
  - Property-Interest-Capture
  - Automatic-Showing-Scheduling
  - Financing-Qualification
  - Market-Update-Delivery

Advanced Features

1. Flow & Process Builder Integration

Triggered Flows
Process Builder

Flow-Trigger-Beispiele:
  
  Lead-Created-Flow:
    Trigger: Lead Creation via API
    Actions:
      - Duplicate-Check ausführen
      - Enrichment via Data.com
      - Auto-Assignment Rules
      - Welcome-E-Mail senden
      - Task für First-Contact erstellen
  
  Opportunity-Stage-Change:
    Trigger: Stage-Update via Mid-call Action
    Actions:
      - Approval-Process für große Deals
      - Quote-Generation für Proposal-Stage
      - Contract-Template-Creation
      - Revenue-Forecast-Update

Process-Definitions:
  
  High-Value-Lead-Process:
    Criteria: Lead_Score__c > 80 AND Annual_Revenue > 1000000
    Actions:
      - Field-Update: Priority = "Hot"
      - E-Mail-Alert an VP Sales
      - Chatter-Post an Account-Team
      - Task-Assignment an Sr. Account Executive
  
  Competitor-Mentioned-Process:
    Criteria: Competitor_Mentioned__c != null
    Actions:
      - Battle-Card-E-Mail an Sales Rep
      - Competitive-Intelligence-Report anhängen
      - Manager-Benachrichtigung

2. Einstein Analytics Integration

Real-time Dashboards

Dashboard-Integration für Mid-Call-Analytics:
  
  Call-Volume-Metrics:
    - Calls per Hour/Day
    - Conversion-Rates by Source
    - Average-Call-Duration
    - Lead-Quality-Scores
  
  Performance-KPIs:
    - Response-Times nach Lead-Creation
    - Lead-to-Opportunity-Conversion
    - Opportunity-Stage-Progression
    - Win-Rate-Trends

Predictive Analytics

Einstein-Predictions:
  
  Lead-Scoring-Model:
    Input: Company-Size, Industry, Budget, Timeline
    Output: Conversion-Probability-Score
    
  Opportunity-Scoring:
    Input: Stage-History, Contact-Engagement, Deal-Size
    Output: Close-Probability + Timeline
    
  Churn-Risk-Assessment:
    Input: Activity-History, Support-Cases, Usage-Metrics
    Output: Churn-Risk-Score + Intervention-Recommendations

Performance & Monitoring

API-Limits & Governance

Limit-Typ	Standard	Enterprise	Best Practice
Daily API Requests	15,000	100,000+	Request-Pooling
Concurrent Requests	25	100	Queue-Management
Data Storage	1GB	Unlimited	Archive-Strategy
SOQL Queries per Transaction	100	100	Bulk-Operations

Monitoring & Alerting

API-Usage-Monitoring

Metrics zu überwachen:
  - API-Request-Volume
  - Response-Times
  - Error-Rates by Endpoint
  - Quota-Utilization

Business-Impact-Tracking

KPIs:
  - Lead-Creation-Rate via Mid-call Actions
  - Conversion-Rate-Improvement  
  - Sales-Cycle-Reduction
  - Revenue-Attribution

Enterprise-Integration-Patterns

Erweitere deine Salesforce-Integration:

HubSpot Integration für CRM-Vergleiche
Webhook-Integration für Multi-System-Workflows
Slack Integration für Team-Benachrichtigungen

Compliance-Hinweis: Bei Enterprise-Salesforce-Integrationen musst du ggf. spezielle Compliance-Anforderungen (SOX, HIPAA, etc.) beachten. Konsultiere dein Compliance-Team vor der Implementierung.

Skalierungs-Tipp: Beginne mit Standard-Objects (Lead, Contact, Opportunity) und erweitere schrittweise um Custom-Objects und Advanced-Features. Salesforce bietet umfangreiche Sandbox-Umgebungen für sicheres Testing.

Statt einzelner HTTP-Aktionen ein ganzes Toolset auf einmal? Externen MCP-Server verbinden — Tools werden automatisch erkannt. Siehe MCP-Server.

Mid-Call-Tools

Mid-Call-Tools Integrationen

Salesforce Integration

Salesforce Integration Template

Überblick & Enterprise-Features

Enterprise-CRM-Integration

Advanced Sales Features

Salesforce API-Setup

1. Connected App erstellen

2. Authentication-Flow

Lead-Management-Tool

1. Lead-Lookup-Tool

2. Lead-Creation-Tool

3. Lead-Update & Qualification

Contact & Account Management

1. Contact-Lookup mit Account-Informationen

2. Account-Enrichment

Opportunity-Management

1. Opportunity-Tracking

2. Opportunity-Creation-Tool

3. Sales Process Integration

Activity & Task Management

Automatische Activity-Protokollierung

Territory & Team Management

1. Lead-Routing basierend auf Territory

2. Escalation-Management

Custom Objects & Industry Solutions

1. Industry-Specific Objects

Advanced Features

1. Flow & Process Builder Integration

2. Einstein Analytics Integration

Performance & Monitoring

API-Limits & Governance

Monitoring & Alerting

Enterprise-Integration-Patterns

​Salesforce Integration Template

​Überblick & Enterprise-Features

Enterprise-CRM-Integration

Advanced Sales Features

​Salesforce API-Setup

​1. Connected App erstellen

​2. Authentication-Flow

​Lead-Management-Tool

​1. Lead-Lookup-Tool

​2. Lead-Creation-Tool

​3. Lead-Update & Qualification

​Contact & Account Management

​1. Contact-Lookup mit Account-Informationen

​2. Account-Enrichment

​Opportunity-Management

​1. Opportunity-Tracking

​2. Opportunity-Creation-Tool

​3. Sales Process Integration

​Activity & Task Management

​Automatische Activity-Protokollierung

​Territory & Team Management

​1. Lead-Routing basierend auf Territory

​2. Escalation-Management

​Custom Objects & Industry Solutions

​1. Industry-Specific Objects

​Advanced Features

​1. Flow & Process Builder Integration

​2. Einstein Analytics Integration

​Performance & Monitoring

​API-Limits & Governance

​Monitoring & Alerting

Enterprise-Integration-Patterns

Salesforce Integration Template

Überblick & Enterprise-Features

Salesforce API-Setup

1. Connected App erstellen

2. Authentication-Flow

Lead-Management-Tool

1. Lead-Lookup-Tool

2. Lead-Creation-Tool

3. Lead-Update & Qualification

Contact & Account Management

1. Contact-Lookup mit Account-Informationen

2. Account-Enrichment

Opportunity-Management

1. Opportunity-Tracking

2. Opportunity-Creation-Tool

3. Sales Process Integration

Activity & Task Management

Automatische Activity-Protokollierung

Territory & Team Management

1. Lead-Routing basierend auf Territory

2. Escalation-Management

Custom Objects & Industry Solutions

1. Industry-Specific Objects

Advanced Features

1. Flow & Process Builder Integration

2. Einstein Analytics Integration

Performance & Monitoring

API-Limits & Governance

Monitoring & Alerting