Voice AI Salesforce Integration

Salesforce voice AI needs careful field mapping, permissions, and routing rules so calls improve pipeline data instead of creating noise. Implementation planning: Salesforce projects need upfront decisions before any AI writes into production. Object mapping, Lead vs contact rules, Opportunity stages, Owner assignment, Permission scopes Best-fit workflows: Start with workflows that have clear qualification rules and measurable sales outcomes. Inbound lead qualification, Account routing, Meeting booking, Renewal reminders, Support handoff