Erreiche mehr, mit der Integration von Salesforce und melibo

What is Salesforce?

Salesforce is the world's leading CRM and service platform, helping companies manage customer data, communication and processes centrally.
With Salesforce, sales, marketing and customer service can work closely together – all relevant information is bundled in one platform, from first contact to long-term customer loyalty.

Thanks to its extensive features for ticket management, case handling, automation and reporting, Salesforce is especially well established in service-oriented companies.
Support teams benefit from clearly structured workflows, powerful automations and full transparency over every customer interaction.

Its open API and flexible integration options let Salesforce connect seamlessly with other tools – including melibo, to extend and automate customer service with artificial intelligence.

What does connecting melibo and Salesforce do for you?

With the melibo x Salesforce integration, your customer service becomes smarter, faster and more efficient.
melibo uses the power of Salesforce data to automatically recognize and prioritize requests and answer them with suitable suggestions.

Response Assist analyzes incoming messages in real time and automatically creates precise reply suggestions based on the ticket context, previous communication and customer data stored in Salesforce.
Your employees get ready-made text suggestions that just need to be reviewed and sent – for consistent, on-brand answers in record time.

Action Assist goes one step further: melibo suggests concrete actions to the support team – for example closing a case, updating the status or adding an internal note.
These actions can be executed with one click, significantly speeding up support processes without losing control.

In addition, melibo can answer common standard requests automatically – such as order status, contract information or returns.
This significantly reduces ticket volume while customers get helpful answers instantly.

With melibo x Salesforce, you combine the leading CRM system with modern AI automation – for more efficient workflows, faster support and an outstanding customer experience.

What do I need for an integration with Salesforce?

Authentication uses an OAuth 2.0 client credentials flow.

To set this up, a connected app must be created in Salesforce, the permissions for melibo selected and the client credentials flow enabled.

Our AI experts are happy to support you with the integration – so that melibo and Salesforce work together optimally in no time.