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Salesforce integration

Command AI's integration with Salesforce works in two directions:

  1. Command AI —> Salesforce: send Command AI-generated events to Salesforce
  2. Salesforce —> Command AI: use attributes that exist in Salesforce for Who targeting in Command AI
One-time configuration

Once configured, the integration will "just work" — no maintenance required. You will not need to make any code changes to handle new attributes.

Sending Command AI events to Salesforce​

This is a 1-step integration!

Navigate to Integrations and click Enable on the Salesforce integration card.

Using Salesforce data and events in Command AI​

Sending Properties to Command AI​

You can send any of the existing user properties that you send to Salesforce to Command AI. Here’s a simplified code snippet:

// Your existing user properties
var userProperties = {
	Id: "0017000000hOMChAAO",
	Name: "Updated Lead Name",
	...
};

// Single record update example for an Account
conn.sobject("Lead").update(userProperties, function(err, ret) {
  if (err || !ret.success) { return console.error(err, ret); }
  console.log('Updated Successfully : ' + ret.id);
  // ...
});

// And additionally sent to Command AI:
window.CommandBar.boot(userID, userProperties);

// Adding one-off or session only properties to Command AI is easy too:
window.CommandBar.addMetadata("userIsWorkspaceOwner", true);