--- title: Salesforce description: Automate Salesforce case and contact creation with Josef's integration. Enable workflows to streamline user interactions and enhance CRM efficiency. --- [Skip to content](https://help.joseflegal.com/salesforce#main-content) [![Josef Logo](https://help.joseflegal.com/hs-fs/hubfs/josef-logo-4.png?width=120&height=40&name=josef-logo-4.png)](https://www.joseflegal.com) Open main navigation Close main navigation - - [Contact us](https://help.joseflegal.com/kb-tickets/new) [Contact us](https://help.joseflegal.com/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Support](https://help.joseflegal.com/?hsLang=en) 2. [Josef No-Code Automation Platform](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en) 3. [Integrations](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#integrations) # Salesforce Builders can use Josef’s Salesforce integration to automatically create cases and accounts.  This article will inform you of what Salesforce workflows are available and how you can enable the workflow for your bot(s).  ### **Available workflows** #### **Workflow 1 - Create a new contact** Your Josef bot can automatically create a new contact in your Salesforce (Service) account when users interact with your bot(s).  To make sure the name and email of the user pass through to Salesforce, please ensure your bot(s) asks for a name and an email. Please name the messages in your bot accordingly: - josef\_name - josef\_email #### **Workflow 2 - Create a new case and contact** Your Josef bot can automatically create a new case in your Salesforce Service account with each bot interaction. The integration checks whether the email address provided via the bot already exists as a contact. If the contact exists, the contact information is added to the case. If the contact doesn’t exist, we automatically create a contact before adding a new case.  To make sure the name and email of the user pass through to Salesforce, please ensure your bot(s) asks for a name and an email. Please name the messages in your bot accordingly: - josef\_name - josef\_email ![4730824455823](https://help.joseflegal.com/hs-fs/hubfs/Knowledge%20Base%20Import/4730824455823.png?width=688&height=175&name=4730824455823.png) ### **How to enable your Salesforce integration** If you would like a demo or enable your Salesforce integration, please reach out to us at [support@joseflegal.com](mailto:Support@joseflegal.com) with the following: 1. The Salesforce workflow you wish to enable 2. Name of your bot(s) 3. The account email address your bot(s) sit in   Our team will help you enable the integration and let you know as soon as it’s ready for testing.  - [Josef Q](https://help.joseflegal.com/josef-q?hsLang=en#main-content) - [Using tools](https://help.joseflegal.com/josef-q?hsLang=en#using-tools) - [Training tools](https://help.joseflegal.com/josef-q?hsLang=en#training-tools) - [Preparing a knowledge base](https://help.joseflegal.com/josef-q?hsLang=en#preparing-a-knowledge-base) - [Release note (Josef Q)](https://help.joseflegal.com/josef-q?hsLang=en#release-note-josef-q) - [Creating tools](https://help.joseflegal.com/josef-q?hsLang=en#creating-tools) - [Managing tools and accounts](https://help.joseflegal.com/josef-q?hsLang=en#managing-tools-and-accounts) - [Integrations](https://help.joseflegal.com/josef-q?hsLang=en#integrations) - [Resources](https://help.joseflegal.com/josef-q?hsLang=en#resources) - [Monitoring & maintaining tools](https://help.joseflegal.com/josef-q?hsLang=en#monitoring-maintaining-tools) - [Josef No-Code Automation Platform](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#main-content) - [Building bots](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#building-bots) - [Integrations](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#integrations) - [Notifications and workflows](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#notifications-and-workflows) - [Document creation](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#document-creation) - [Managing bots](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#managing-bots) - [Testing, troubleshooting and editing](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#testing-troubleshooting-and-editing) - [Launching](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#launching) - [Single Sign-On](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#single-sign-on) - [FAQs](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#faqs) - [Getting started on Josef no-code](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#getting-started-on-josef-no-code) - [Release notes & FAQs for Josef no-code](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#release-notes-faqs-for-josef-no-code) - [Managing accounts](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#managing-accounts) - [Reporting](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#reporting) - [Formatting a bot](https://help.joseflegal.com/josef-no-code-automation-platform?hsLang=en#formatting-a-bot) [![Chill listening crop-3](https://help.joseflegal.com/hs-fs/hubfs/Josef%20logo.png?width=72&height=24&name=Josef%20logo.png "Chill listening crop-3")](http://joseflegal.com) [support@joseflegal.com](mailto:support@joseflegal.com)  [mailto:support@joseflegal.com](mailto:support@joseflegal.com) Copyright © 2025, Josef Legal