Guided setup

Salesforce for your AI receptionist, connected for you.

Log calls as Salesforce tasks on the right contact, account or donor, and create leads for new callers.

● Professional firms and nonprofits on Salesforce, including Nonprofit Success Pack ● Sign in with your account ● CRM and donor management

Guided setup, included.

Our team connects it with you, usually within 1-2 business days. Choose Connect, answer three quick questions, and a setup specialist schedules a short session with your Salesforce admin, connects it and tests it on your account before callers rely on it. Anything Salesforce, Inc. needs first, such as a plan level or partner approval, is listed under Good to know.

Saving messages to Salesforce turns on with the AI receptionist. We connect Salesforce now; until that is switched on for your line, the receptionist takes a message instead.

What it will do on a call

A returning customer calls. The receptionist recognises the number in Salesforce and greets them by first name, without reading out anything private.
A new caller asks about your services. Their name, number and what they need become a new lead or request in Salesforce.
Nobody can pick up. The receptionist takes a message and saves it in Salesforce as well as your TimberSwitch inbox.

What you can do with it

Every call is logged on the right contact with a summary, so nobody asks "who called?".
A new caller becomes a contact or lead with their details filled in.
Known callers are greeted by first name.

Use cases

Caller lookup and CRM screen pop Lead capture

Industries

Professional services Nonprofits and shelters

What the AI receptionist will do on calls

Will look the caller up by phone number in Salesforce.
Will log the call on the contact with a short summary and callback number.
Will create a new contact or lead for a first-time caller, after reading their details back.

A sample call

Caller Hi, I spoke to Maria last week about a quote.

AI Thanks, Alex. I'll let Maria know you called. What's the best time to reach you?

Caller After 3.

AI Got it. I've logged that for Maria with a callback after 3.

How setup works

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Our team connects it with you, usually within 1-2 business days. It's part of our free assisted setup, on every package.

Choose Connect. A short guided-setup form opens, and our team takes it from there.
On a short call, an admin signs in to Salesforce to approve the connection. We never see the password.
Tell us who calls should be assigned to and which lead source to use.
We test with you, then turn on logging and confirm on your ticket.

What it costs

Works with the AI receptionist, an add-on to any plan once it launches.

Good to know

Guided setup: our team connects it with you and tests it on your account before callers rely on it.
Salesforce only allows API access on Enterprise, Unlimited and Developer editions, or Professional with Salesforce's API add-on. Nonprofits on donated licences usually have it.
Custom required fields or validation rules in your org may need a quick mapping on the setup call.

Questions

How does Salesforce setup work?

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Choose Connect, answer three short questions, and a setup specialist arranges a short session with your Salesforce admin. Setup is free on every package, as part of our free assisted setup.

Does Salesforce cost extra?

Works with the AI receptionist, an add-on to any plan once it launches. Setup is free.

Who uses Salesforce with TimberSwitch?

Professional firms and nonprofits on Salesforce, including Nonprofit Success Pack. Industries: Professional services, Nonprofits and shelters.

What if the system I use isn't listed?

Tell us what you use and we'll set it up with you. The request form on the integrations page opens a ticket with our team, and we reply within one business day.

Does it work with Nonprofit Success Pack?

Yes. Calls are logged as tasks on the contact, which NPSP uses too.

Which edition do I need?

One with API access: Enterprise, Unlimited, Developer, or Professional with the API add-on.

Related integrations

Connect

Full setup steps, permissions and troubleshooting are on the support page. Using something else? Tell us what you use.

Salesforce, Inc. is a trademark of its owner; TimberSwitch is not affiliated. Facts about Salesforce, Inc.'s product last checked October 3, 2026.