About Salesforce Integration

The Salesforce integration connects your CRM data directly into the Booga Enterprise platform. Agents can read contact records, pull pipeline data, and trigger workflows based on CRM events — without manual exports or middleware.

How this integration works

→ Bi-directional sync: Pull contacts, accounts, opportunities, and custom objects into Booga. Push agent outputs and reports back to Salesforce records.

→ Agent-ready data: Salesforce records become available to agents, knowledge search, and analytics modules - queryable, analyzable, and actionable.

→ Event-driven workflows: Trigger Booga agents when Salesforce records change — new deal stage, updated contact, closed opportunity.

→ Tenant-scoped access: All Salesforce data is isolated to your tenant. RBAC controls which users and roles can access CRM data within the platform.

→ Secure authentication: OAuth 2.0 connection. Credentials stored with AES-256 encryption. Revocable at any time from the admin console.

Getting Started

1. Navigate to Integrations in your Booga dashboard.

2. Select Salesforce and authenticate via OAuth.

3. Choose which Salesforce objects to sync (contacts, accounts, opportunities, custom objects).

4. Configure sync frequency and event triggers.

5. Salesforce data is now available to agents, knowledge search, and analytics.