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Enrich Salesforce leads with AI-powered insights from Google Vertex AI. Latenode's visual editor and affordable execution pricing make it easier to automate lead scoring and personalize outreach at scale, with no-code and code options to adjust to any logic.
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Create a New Scenario to Connect Google Vertex AI and Salesforce
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google Vertex AI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Vertex AI or Salesforce will be your first step. To do this, click "Choose an app," find Google Vertex AI or Salesforce, and select the appropriate trigger to start the scenario.
Add the Google Vertex AI Node
Select the Google Vertex AI node from the app selection panel on the right.
Google Vertex AI
Configure the Google Vertex AI
Click on the Google Vertex AI node to configure it. You can modify the Google Vertex AI URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Salesforce Node
Next, click the plus (+) icon on the Google Vertex AI node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Google Vertex AI and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Google Vertex AI and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesforce
Trigger on Webhook
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Google Vertex AI
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google Vertex AI, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Google Vertex AI and Salesforce integration works as expected. Depending on your setup, data should flow between Google Vertex AI and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Salesforce + Google Vertex AI + Slack: When a record is updated in Salesforce, analyze the record's text fields for sentiment using Google Vertex AI. If the sentiment is negative, send a notification to a designated Slack channel.
Salesforce + Google Vertex AI + Google Sheets: On creation of a new record in Salesforce, use Google Vertex AI to generate a summary of key sales insights from the record's data. Log the summary, along with key record details, into a Google Sheet for reporting purposes.
About Google Vertex AI
Use Vertex AI in Latenode to build AI-powered automation. Quickly integrate machine learning models for tasks like sentiment analysis or image recognition. Automate data enrichment or content moderation workflows without complex coding. Latenode’s visual editor makes it easier to chain AI tasks and scale them reliably, paying only for the execution time of each flow.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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How can I connect my Google Vertex AI account to Salesforce using Latenode?
To connect your Google Vertex AI account to Salesforce on Latenode, follow these steps:
Can I automatically enrich Salesforce leads using Vertex AI insights?
Yes, you can! Latenode allows you to automate lead enrichment, adding valuable AI-driven data from Vertex AI directly into Salesforce, improving lead scoring and personalization.
What types of tasks can I perform by integrating Google Vertex AI with Salesforce?
Integrating Google Vertex AI with Salesforce allows you to perform various tasks, including:
Can I use custom Vertex AI models within my Salesforce workflows?
Yes, Latenode supports integrating your custom Vertex AI models directly into your Salesforce automation flows, providing tailored AI solutions.
Are there any limitations to the Google Vertex AI and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: