Salesforce Integration Guide

Why the Salesforce connection matters

Salesforce remains the system of record for revenue teams, but the fastest-growing teams are augmenting it with actionable insights from live conversations. Connecting Nomi ensures objection handling moments, competitive mentions, and next steps are captured automatically so that sales and success teams can react in real time.

"Nomi transformed our pipeline reviews. Every meeting now starts with real customer language instead of stale dashboards." — Taylor Grant, VP of Revenue, Orbit Analytics

The integration installs in under ten minutes and immediately unlocks downstream automation, from playbook recommendations to success plan triggers.

Prerequisites

1. Salesforce administrator access. You will need permission to create connected apps and manage OAuth scopes.
2. Nomi admin account. Make sure your workspace has access to integrations in Settings → Connections.
3. Webhook endpoint (optional). Teams that prefer event-driven automation should prepare an endpoint that can receive call insights in JSON format.

Step-by-step setup

1. Enable the integration in Nomi

Navigate to Settings → Integrations → Salesforce and click Connect. Authorize Nomi in the Salesforce consent screen and select the environment (production or sandbox). The OAuth flow provisions a secure connected app using the minimum scopes required: api, refresh_token, and offline_access.

2. Map Salesforce objects

Once connected, choose where Nomi should write data:

• Opportunities. Automatically append call notes and follow-up actions as task records.
• Accounts. Surface buying committee sentiment for success and account management teams.
• Custom objects. Map niche workflows, such as partner escalations or renewal cadences.

Use the recommended template below to start quickly.

3. Automate next steps with Flow Builder

Create a Salesforce Flow that listens for the custom fields populated by Nomi. Trigger enablement tasks when a high-priority objection occurs or notify the account team when a champion sentiment drops below threshold.

import { createClient } from "@nomi/sdk";
 
type OpportunityUpdate = {
  opportunityId: string;
  highlights: string[];
  sentiment: "positive" | "neutral" | "negative";
};
 
const client = createClient({
  apiKey: process.env.NOMI_API_KEY!,
});
 
export async function pushToSalesforce(update: OpportunityUpdate) {
  await client.salesforce.pushCallSummary({
    opportunityId: update.opportunityId,
    highlights: update.highlights,
    sentiment: update.sentiment,
  });
}

4. Share the win story internally

Orbit Analytics paired their Salesforce integration with a short Loom recap for every closed won deal. A single enablement manager reviews the Nomi summaries, tags best-in-class calls, and distributes them through Slack. New reps now have a real-world playbook that lives directly inside Salesforce records.

Measuring success

• Time-to-follow-up. Orbit decreased the lag between call and next action from 21 hours to 6 hours.
• Objection resolution rate. Reps equipped with real-time prompts resolved 34% more pricing objections.
• Executive visibility. Leadership reviews one curated dashboard with live call highlights instead of multiple reports.

Rollout checklist

• Enable the Nomi ↔ Salesforce integration in production.
• Configure the recommended fields and automation triggers.
• Train sales and success managers on the new recap workflow.
• Schedule a 30-day business review to validate the KPIs above.

Need help? Reach out to your Nomi customer success partner or email support@nomi.so to schedule a working session.