All integrations
🌎 Available in the US & worldwide
Altoka + Salesforce
Enterprise grade. Cases, Opportunities and Flow.
Setup in five steps
- 1Create a Connected App in Salesforce Setup
- 2Configure OAuth and grant API scope
- 3Provide Client ID and Secret to Altoka
- 4Choose your sandbox or production org
- 5Map AI outcomes to Case types or Flow inputs.
What AI does inside Salesforce
Create a Case from a complaint
POST /services/data/v60.0/sobjects/CaseAI captures the issue, creates a Case with the right Record Type.
Update an Opportunity stage
PATCH /services/data/v60.0/sobjects/Opportunity/:idCustomer confirms the order. AI moves Opportunity to Closed Won.
Run a Salesforce Flow
POST /services/data/v60.0/actions/custom/flow/:nameAI passes the call outcome into your Flow logic for downstream automation.
Query existing records
GET /services/data/v60.0/queryAI matches the caller by phone and reads back their open Cases.
Best for
Enterprise. Large call centres. Complex pipeline rules and validation.
Pricing
Requires Enterprise edition or above. Use your existing Salesforce seat.
Live with Salesforce in one demo call.
Twenty minutes. Bring your API key and one example workflow. Leave with a working pilot.