The Salesforce AI integration connects Salesforce to MessageMind so an AI agent can read live context and reply across every channel your customers use. Connect Salesforce from the Integrations page with a Connected App that you create in your own Salesforce org. You copy the app's Consumer Key and Consumer Secret into MessageMind, then log in to Salesforce and allow access.

What is the Salesforce AI integration?

Connect Salesforce from the Integrations page with a Connected App that you create in your own Salesforce org. You copy the app's Consumer Key and Consumer Secret into MessageMind, then log in to Salesforce and allow access. Connecting does not bring your Salesforce products, contacts, leads or opportunities into MessageMind, and the AI agent can't look anything up in Salesforce. If you need Salesforce data in MessageMind, contact support before you set this up.

You can see every supported integration on the MessageMind integrations page, and the full technical reference for this one lives in the Salesforce documentation. If you prefer to see it in action first, book a demo and we will walk you through the live flow.

How to set up the Salesforce AI integration

Setup takes a few minutes once your Salesforce account is live. The outline:

  • Ask MessageMind support for the Salesforce callback URL. Click Help in the top bar of the dashboard to message support on WhatsApp.
  • In Salesforce, open Setup and go to App Manager.
  • Click New Connected App.
  • Enter a Connected App Name (for example MessageMind) and a Contact Email. Salesforce fills in the API Name.
  • Tick Enable OAuth Settings.
  • Paste the URL from MessageMind support into Callback URL.

The step-by-step walkthrough, including every button and field, is in the Salesforce documentation.

Limitations to know

The Salesforce integration ships with a deliberately scoped surface. These are the limits worth knowing before you depend on it:

  • The Salesforce row and the Connect Salesforce window talk about syncing leads, contacts and opportunities and triggering automations from CRM activity. Connecting Salesforce does none of this, and Campaigns has no Salesforce triggers.
  • Salesforce is listed in the Import window in Contacts, but picking it and clicking Continue doesn't start an import. Export your records from Salesforce to a CSV file and import that with Custom CSV.
  • The gear button on a connected Salesforce row opens a settings page with Sync Products, Instructions for your AI and order options. None of these change anything for Salesforce.
  • You have 10 minutes after clicking Connect to finish logging in to Salesforce. After that the attempt fails and you have to start again.

Pricing and plan availability

The Salesforce AI integration is available on MessageMind's paid plans. The MessageMind pricing page lists which plan is required and what each tier includes. There is no extra per-integration fee; the connection is part of your account.

Frequently asked questions

What is the Salesforce AI integration?

The Salesforce AI integration is the native connection between Salesforce and MessageMind. Once connected, the AI agent can read live Salesforce context during a conversation and act on it (for example answering a stock question, booking an appointment or updating a contact) across WhatsApp, Instagram, SMS, email and web chat.

How do I connect Salesforce to MessageMind?

Open the Salesforce integration page inside your MessageMind dashboard and follow the connect flow. The full step-by-step with every field label and screenshot is in the Salesforce documentation.

How does authentication work for the Salesforce integration?

You paste the Consumer Key and Consumer Secret of your own Connected App, then log in to Salesforce in the same tab and click Allow. Your Salesforce password is typed on Salesforce's page, never in MessageMind. MessageMind stores these credentials encrypted at rest and uses them only server-side, so they never reach the browser or any third party.

What does the AI agent do once Salesforce is connected?

Your AI agent reads live context from Salesforce the moment a customer asks a relevant question, and replies in the thread without a human handoff. The full capability list lives in the documentation.

Connect stays greyed out in the Connect Salesforce window and the footer says "Complete the required fields to connect." What should I do?

Fill in both Client ID and Client Secret. If you're not sure you copied them in full, copy them again from Manage Consumer Details in Salesforce.