TwinsAI
IntegrationsSalesforce
Salesforce integrationNative package · Reports & Campaigns as dial lists.

Salesforce, finally usable.

TwinsAI installs as a Salesforce-native managed package, parallel-dials any Report or Campaign, and writes every call back as a structured Task, Event, or custom-object record. Forecasting that finally matches reality.

1 click
managed-package install
100%
activity capture
0
rep data entry
What's inside
  • Managed-package install
    From AppExchange in one click
  • Report-driven dialing
    Any Salesforce Report or Campaign
  • Activity mapping
    Tasks, Events, custom objects
  • AI-written Tasks
    Owner-assigned, due-dated next steps
  • Bi-directional sync
    Leads, Contacts, Opps, custom objects
  • Forecast-grade data
    Stage changes & touchpoints in real time
Salesforce ISVforce·Lightning-native
twins·ai
Auto-Dialer
Campaigns
Contacts
Recordings
Coaching
Analytics
Settings
QUEUE
1,284
contacts ready · 3 campaigns
CAMPAIGN · OUTBOUND Q4
Cold list · West coast SMB
Pause
● LIVE
Dialing
12
Connected
47
Booked
9
Avg time
02:14
ContactStatusSentimentTime
SP
Sundar Pichai · Alphabet
Connected · in convo
Positive
00:33
SN
Satya Nadella · Microsoft
Ringing
Neutral
00:08
JD
Jensen Huang · NVIDIA
Voicemail · drop
Neutral
00:21
MK
Marc Benioff · Salesforce
Booked meeting
Very positive
02:47
LH
Lisa Su · AMD
Dialing
00:02
LIVE TRANSCRIPT
REC
Sundar Pichai · Alphabet
AI
Hi Sundar — this is Nora from TwinsAI. Quick minute?
SP
Sure, what's this about?
AI
TwinsAI builds AI sales agents that make outbound calls 8× more productive. Want to see how it'd fit Alphabet's sales motion?
SP
We do have an outbound team.
OBJECTION
Pricing
NEXT STEP
Send deck
SALESFORCE × TWINSAI · DIALING A REPORT · placeholder
A Salesforce Report dialed in parallel · 47 connected · 9 meetings booked · every touch back on the Lead.
● The Salesforce bridge, in three parts

One package. The whole Salesforce workflow.

Install once from AppExchange. TwinsAI inherits your Salesforce schema, dials any Report or Campaign, and writes every disposition back as a native Task or Event — so your forecast and reports finally reflect what actually happened.

01 · One-click integration

Install from AppExchange in 60 seconds.

TwinsAI ships as a Salesforce-native managed package. Install once, connect with OAuth, and we inherit your schema — standard objects, custom objects, picklist values, record types, and validation rules — automatically.

  • +AppExchange-managed package
  • +Schema auto-detection
  • +Lightning-native UI
02 · Full list synchronization

Any Report or Campaign becomes a dial list.

Point TwinsAI at a Salesforce Report or Campaign and we stream it as a live queue. Records added by your filters appear within seconds; records that no longer qualify drop out. Zero CSV exports.

  • +Live Report streaming
  • +Campaign Member sync
  • +DNC + duplicate scrubbing
03 · Hands-free outcomes

Every call lands as a native Activity.

Calls are written back as Tasks, Events, or custom-object records — your choice — with disposition, recording URL, AI-written summary, and a due-dated next-step Task. Reports light up. Pipeline forecasts get honest.

  • +Task / Event / custom object
  • +Owner-assigned next steps
  • +Recording + transcript URL
§ 01Parallel dialer

Parallel-dial any Salesforce Report or Campaign.

Pick a Report, a Campaign, or a list view. TwinsAI dials up to 32 numbers in parallel, drops voicemails on no-answer, and routes connected humans to a rep — all from inside the Salesforce console. Filters update; the queue updates with them.

+32 concurrent lines
+Report & Campaign sources
+Live filter sync
+Lightning-console embed
FIG. 01 · REPORT DIALER
Drop a screenshot of parallel dialer here.
● PLACEHOLDER
§ 02Outcome mapping

Every disposition becomes the right Salesforce record.

Map call outcomes to Tasks, Events, custom objects, or Opportunity stage transitions. TwinsAI respects record types, validation rules, and required fields — so writes never fail and your data hygiene stays intact.

+Task / Event / custom obj
+Stage transition triggers
+Record-type aware
+Validation-rule safe
FIG. 02 · OUTCOME MAPPING
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● PLACEHOLDER
§ 03AI-written follow-up

Next-step Tasks, assigned and dated, in seconds.

When a call ends, TwinsAI writes a structured summary onto the Lead or Contact and creates an owner-assigned, due-dated Task for the next action. Senior reps stop coaching follow-up discipline; the system enforces it.

+AI activity summary
+Auto next-step Task
+Owner assignment
+Due-date inference
FIG. 03 · AI ACTIVITY + TASKS
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● PLACEHOLDER
§ 04Two-way sync

Native bi-directional sync — every object, both directions.

Edits in Salesforce flow into TwinsAI in real time and vice versa. Leads, Contacts, Opportunities, and any custom object you've built. Pipeline stage moves on the call show up in your forecast before the rep hangs up.

+Real-time bidirectional
+Custom object support
+Opportunity stage sync
+Field-level granularity
FIG. 04 · TWO-WAY SYNC
Drop a screenshot of two-way sync here.
● PLACEHOLDER
● Get started

Plug TwinsAI into Salesforce this afternoon.

Book a 30-minute demo. We'll install the managed package in your sandbox, point it at one of your Reports, and dial 50 records together — live, on the call.

No CC needed
Free pilot · 250 minutes
Live in 1 day
White-glove onboarding
Cancel any time
Month-to-month, no lock-in