This guide will show you how to integrate Salesforce Lead Generation with your Verbex AI Assistant.

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Prerequisites

• A Salesforce account with administrative access
• Access to your Verbex AI Assistant
• Basic understanding of API integration

Let’s walk through setting up a Salesforce lead generation integration.

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Step 1: Create Salesforce Connected App

1. Log into Salesforce
2. Navigate to Setup:
   • Click the settings gear icon
   • Select “Open Advanced Setup”
3. Create Connected App:
   • Go to “App -> App Manager”
   • Click “New Connected App”
   • Select “Create a Connected App”

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Step 2: Configure OAuth Settings

1. Fill in Basic Information

2. Configure OAuth settings

3. Save and continue

4. Click “Manage Consumer Details”

5. Complete verification process

6. Save the following credentials:

   • Consumer Key (Client ID)
   • Consumer Secret
   • Username
   • Security Token

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Step 3: Update Policies

• Go to your app and click “Edit Policies”

• Update the following marked policies:

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Step 4: Generate Access Token

• Use this curl command template to get your access token:

curl -X POST "https://login.salesforce.com/services/oauth2/token" \
-d "grant_type=password" \
-d "client_id=CONSUMER_KEY" \
-d "client_secret=CONSUMER_SECRET" \
-d "username=YOUR_SALESFORCE_USER_NAME" \
-d "password=YOUR_SALSEFORCE_PASSWORD_AND_SECRET_KEY"

• The response will include:

{
  "access_token": "YOUR_ACCESS_TOKEN",
  "instance_url": "https://your-instance.salesforce.com",
  "id": "",
  "token_type": "Bearer",
  "issued_at": "",
  "signature": ""
}

• Test your access token using and data sending CURL or Postman.

curl -X POST "<INSTANCE_URL>/services/data/v59.0/sobjects/Lead/" \
     -H 'Authorization: Bearer ACCESS_KEY' \
     -H "Content-Type: application/json" \
     -d '{
         "LastName": "Sarker",
         "Company": "Hishab Technologies Limited",
         "Email": "sagor.sarker@example.com"
     }'

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Step 5: Create Custom Tool in Verbex

1. Go to “Add Tool -> Custom Tool”
2. Configure the tool:
   • Name: create_lead
   • Description: Create new leads in Salesforce
   • Endpoint URL: [Your Instance URL]/services/data/v59.0/sobjects/Lead/
   • Method: POST

3. Add Header Parameters:
   • Authorization: Bearer [Your Access Token]
   • Content-Type: application/json

4. Configure Body Parameters:

{
  "LastName": "string",
  "Company": "string",
  "Email": "string"
}

Everything is now set up. You can now test the tool in your AI Assistant. Like this you can connect any CRM tool to your AI Assistant.

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Best Practices

1. Naming Convention

   • Use clear, descriptive names
   • Follow a consistent pattern
   • Include the system name

2. Error Handling

   • Implement proper error catching
   • Provide clear error messages
   • Log issues for debugging

3. Security

   • Regularly rotate credentials
   • Use environment variables
   • Implement rate limiting

4. Testing

   • Test with sample data first
   • Verify error scenarios
   • Monitor integration health

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Monitoring and Maintenance

1. Regular Checks

   • Monitor API usage
   • Check for failed requests
   • Verify data accuracy

2. Updates

   • Keep API versions current
   • Update authentication tokens
   • Maintain documentation

For more details, refer to the Salesforce API Documentation.