Salesforce + Emergent

The Salesforce and Emergent integration enables users to build and deploy custom CRM applications and sales workflows by prompt, combining Emergent's full stack vibe coding capabilities with Salesforce's comprehensive Sales Cloud, Service Cloud, Marketing Cloud, and Einstein AI platform through Salesforce APIs. This allows teams to create powerful sales tools, automated customer success workflows, and cross platform CRM integrations without boilerplate code or complex setup.

With Emergent, you can:

• Read and write Salesforce accounts, contacts, leads, opportunities, and custom objects using OAuth 2.0 with PKCE through Salesforce REST API

• Automate lead qualification, opportunity progression, case management, and customer journey workflows

• Create real time sync workflows between Salesforce and other business tools

• Build custom CRM dashboards, sales automation apps, and customer success systems

• Combine Salesforce with tools like Slack, Asana, Google Sheets, Airtable, and Trello in one workflow

• Deploy instantly with secure key vaults, versioning, monitoring, and analytics

About Salesforce

Salesforce is the world's leading AI powered CRM platform that unifies sales, service, marketing, and customer data across Sales Cloud, Service Cloud, and Marketing Cloud. Teams use Salesforce to manage customer relationships with Einstein AI powered insights, automate sales processes with predictive analytics and lead scoring, deliver omnichannel customer service with intelligent case routing, orchestrate personalized marketing journeys with Journey Builder, and leverage Agentforce autonomous agents for complex workflow automation.

The Salesforce API enables developers to:

• Authenticate using OAuth 2.0 Web Server Flow with PKCE (recommended for 2025), Password Flow, or SAML Bearer Assertion (Device Flow removed September 2025, Connected Apps must be installed)

• Access and manage standard objects (accounts, contacts, leads, opportunities, cases) and custom objects

• Execute SOQL queries for complex data retrieval and filtering

• Create and update records with field level security and validation rules

• Subscribe to Platform Events and Change Data Capture for real time data changes

• Integrate with Sales Cloud, Service Cloud, Marketing Cloud, and Einstein AI features

• Utilize REST API, SOAP API, Bulk API, and Streaming API for different use cases

Why Integrate Salesforce with Emergent?

Connecting Salesforce directly often requires setting up OAuth 2.0 flows with PKCE, managing Connected Apps installation, handling access and refresh tokens, parsing REST API responses, understanding SOQL query syntax, implementing field mapping with validation rules, wiring Platform Events or Change Data Capture, building custom UI components, and navigating 2025 security changes. Each integration can quickly turn into a significant engineering project.

Emergent removes that complexity:

• Build by prompt, Describe the CRM app you want and the Salesforce data you need. Emergent automatically scaffolds the UI, orchestration, data models, and integrations.

• Authentication aware setup, Emergent understands Salesforce's OAuth 2.0 requirements (Web Server Flow with PKCE, Connected Apps installation, 2025 security changes) and guides you through secure credential management with encrypted key vaults.

• CRM aware data mapping, Emergent introspects your Salesforce org, understands standard and custom objects, field types, validation rules, relationships, and permissions, and helps you map data accurately.

• Secure by design, Features include encrypted key vaults, environment isolation, role based access, and audit friendly logs, making it suitable for teams with strict data handling and compliance requirements.

• Real time workflows, Platform Events, Change Data Capture, scheduled syncs, retries, backoff, caching, batching, and error handling are built in for reliability.

• Orchestrate multiple tools, Combine Salesforce with Slack, Asana, Google Sheets, Airtable, and Trello to build complete systems such as sales notification hubs, customer success platforms, analytics dashboards, custom CRM extensions, and pipeline visualization tools.

How Emergent Works with Salesforce in Real Time?

STEP 1: Describe your app

Example, "Build a sales automation system that posts Salesforce opportunity updates to Slack, creates Asana tasks for customer onboarding, and tracks pipeline metrics in Google Sheets."

STEP 2: Declare integrations

Say "Salesforce + Slack + Asana + Google Sheets." Emergent sets up providers, authentication, and recommended connection methods (OAuth 2.0 Web Server Flow with PKCE).

STEP 3: Secure credentials

Provide your Salesforce Connected App credentials (Consumer Key, Consumer Secret, Callback URL). Keys are stored in an encrypted vault with environment isolation (development, staging, production).

STEP 4: Select objects and map fields

Emergent automatically introspects your Salesforce org, including standard objects, custom objects, fields, validation rules, relationships, and record types.

It then guides you to map data accurately (for example, Opportunity Stage change → Slack notification, Closed Won → Asana task, Monthly revenue → Google Sheets row).

STEP 5: Real time and scheduled flows

Configure Platform Events or Change Data Capture for real time Salesforce updates (record created, field changed, deleted), set up scheduled syncs, or define on demand actions such as bulk data operations triggered by button clicks in the app.

STEP 6: Test and preview

Run test queries, simulate webhook payloads, validate SOQL queries and field mappings, check logs, and automatically handle rate limits.

STEP 7: Deploy

Deploy your app with one click, complete with versioning, monitoring, error alerts, and usage analytics. You can easily roll back or iterate on prompts.

STEP 8: Expand

Add new steps like Einstein AI powered predictions, connect additional tools, and integrate multiple Salesforce orgs without any rewrites.

Popular Salesforce + Emergent Integration Use Cases

1. Build a Sales Notification and Collaboration Hub Using Emergent with Salesforce + Slack Integration

Automate real time Slack notifications for opportunity stage changes, high value deal closures, lead assignments, and pipeline milestones, ensuring instant sales team awareness and celebration.

How it's built with Emergent?

• Write your prompt, "Post Slack alerts when Salesforce opportunities move to Closed Won or when high value leads are created."

• Declare integrations, Select Salesforce + Slack Integration.

• Share credentials securely, Authorize Salesforce and Slack via OAuth 2.0 with PKCE.

• Select objects and map fields, Choose Opportunity and Lead objects, define stage change triggers (Qualification, Proposal, Negotiation, Closed Won), set value thresholds for high priority notifications, and create Slack channel routing rules.

• Set triggers and schedules, Enable Platform Events or Change Data Capture for real time opportunity and lead updates.

• Test and preview, Simulate Slack messages for different sales scenarios.

• Deploy, Go live with real time sales notification monitoring.

• Expand, Add forecast updates or team leaderboard broadcasts.

Outcome, Instant team awareness of deal progress, faster response to hot leads, automated win celebrations, and centralized sales activity notifications.

2. Build a Customer Success and Project Management System Using Emergent with Salesforce + Asana Integration

Automatically create Asana tasks for customer onboarding, implementation milestones, renewal preparation, and escalation management based on Salesforce opportunity and account lifecycle stages.

How it's built with Emergent?

• Write your prompt, "Create Asana onboarding tasks when Salesforce opportunities close and update task status based on case progress."

• Declare integrations, Choose Salesforce + Asana Integration.

• Share credentials securely, Connect Salesforce and Asana via OAuth 2.0.

• Select objects and map fields, Link Opportunity stages (Closed Won) to Asana project templates, map Account data to task details, define task assignees based on account owner, and sync Case status to task completion.

• Set triggers and schedules, Enable Change Data Capture for opportunity closure or scheduled account health checks.

• Test and preview, Validate task creation and status sync logic.

• Deploy, Activate customer success automation with monitoring.

• Expand, Add renewal reminders or churn risk alerts.

Outcome, Seamless sales to delivery handoff, automated onboarding workflows, proactive customer success management, and aligned account health tracking.

3. Build a Sales Analytics and Forecasting Dashboard Using Emergent with Salesforce + Google Sheets Integration

Export Salesforce opportunity pipeline, win rates, sales velocity, and revenue forecasts into Google Sheets for custom executive reporting and trend analysis.

How it's built with Emergent?

• Write your prompt, "Sync Salesforce opportunity pipeline and win rates with Google Sheets for weekly sales forecasting reports."

• Declare integrations, Pick Salesforce + Google Sheets Integration.

• Share credentials securely, Authorize Salesforce and Google Sheets credentials.

• Select objects and map fields, Match Salesforce Opportunities to Sheets rows, stage progression to columns, close dates to timeline fields, and revenue forecasts to calculated metrics.

• Set triggers and schedules, Enable daily or weekly scheduled syncs for analytics.

• Test and preview, Validate SOQL query results, data exports, and formula preservation.

• Deploy, One click deploy with forecast dashboard.

• Expand, Add quarter over quarter comparisons or rep performance tracking.

Outcome, Custom sales analytics, accurate forecasting, executive ready dashboards, and data driven pipeline management without manual reporting.

4. Build a Custom CRM Extension and Operations Hub Using Emergent with Salesforce + Airtable Integration

Sync Salesforce data into Airtable bases for flexible operations management, custom workflows, partner coordination, and extended data models beyond standard Salesforce objects.

How it's built with Emergent?

• Write your prompt, "Sync Salesforce accounts and opportunities with Airtable to manage partner relationships and track custom operational metrics."

• Declare integrations, Choose Salesforce + Airtable Integration.

• Share credentials securely, Connect Salesforce OAuth credentials and Airtable API key.

• Select objects and map fields, Map Salesforce Accounts to Airtable partner records, link Opportunities to deal tracking views, create custom fields for operational data not in Salesforce, and define relationship mappings.

• Set triggers and schedules, Sync on record updates, opportunity changes, or scheduled intervals.

• Test and preview, Verify object to record mappings and bidirectional sync.

• Deploy, Activate with error handling and monitoring.

• Expand, Add approval workflows or commission tracking.

Outcome, Extended CRM capabilities, flexible operations management, collaborative partner coordination, and custom data models beyond Salesforce limitations.

5. Build a Deal Tracking and Pipeline Visualization System Using Emergent with Salesforce + Trello Integration

Sync Salesforce opportunities with Trello boards for visual deal tracking, collaborative sales workflows, and transparent pipeline management across teams.

How it's built with Emergent?

• Write your prompt, "Sync Salesforce opportunities with Trello cards and move cards through lists as deal stages progress."

• Declare integrations, Select Salesforce + Trello Integration.

• Share credentials securely, Authorize Salesforce and Trello credentials.

• Select objects and map fields, Map Salesforce Opportunity stages to Trello lists, link deal details to card descriptions, assign owners to Trello members, and track close dates as due dates.

• Set triggers and schedules, Enable Platform Events for stage changes or scheduled syncs.

• Test and preview, Simulate card movement and field updates.

• Deploy, Activate visual pipeline tracking.

• Expand, Add deal health indicators or competitor intelligence.

Outcome, Visual deal tracking, transparent pipeline visibility, collaborative sales processes, and simplified pipeline reviews for non Salesforce users.