Salesforce Integration
This guide explains how to integrate Descriptor.AI’s call analysis capabilities with Salesforce to automatically create records from analysis results.Prerequisites
Before implementing the integration, you’ll need:- A Salesforce Developer Edition account
- Salesforce REST API access configured
- Valid authentication tokens:
- Salesforce access token
- Descriptor.AI API token
- Custom Salesforce Object fields set up for storing analysis results
Follow the Salesforce REST API Documentation to set up your developer environment and authentication.
Implementation
The integration is handled through theSalesforceDescriptorIntegration class, which manages:
- Audio submission to Descriptor.AI
- Results polling and retrieval
- Salesforce record creation
Basic Usage
integration = SalesforceDescriptorIntegration( sf_domain=“your-domain”, sf_access_token=“your-sf-token”, descriptor_token=“your-descriptor-token” )Process a call recording
record_id = integration.process_call_recording(“https://path-to-audio.mp3”)Full Python Implementation
Configuration
The integration requires three main parameters:| Parameter | Description |
|---|---|
sf_domain | Your Salesforce domain |
sf_access_token | Salesforce Bearer token for authentication |
descriptor_token | Descriptor.AI API Bearer token |
The default Salesforce API version is set to “v62.0”. You can modify this by passing the
sf_api_version parameter during initialization.Features
The integration provides several key features:Audio Analysis Submission
Submits audio files to Descriptor.AI for processing with configured analysis parameters:- Transcript generation
- Emotion analysis
- Insights generation
- Sentiment analysis
Results Polling
Automatically polls for analysis results with configurable retry attempts:- Default maximum retries: 30
- 10-second interval between attempts
- Automatic timeout handling
Salesforce Record Creation
Creates a Call Analysis record in Salesforce with:- Analysis summary
- Agent actions
- Automated record naming
Error Handling
The integration includes comprehensive error handling for:- API submission failures
- Processing timeouts
- Salesforce record creation errors
Custom Fields
Ensure the following custom fields are created in your Salesforce Object:Call_Analysis__c(Object)Summary_c__c(Text Area)Agent_Actions_c__c(Text Area)
Custom fields can be created through the Salesforce CLI or Developer Console. Refer to Salesforce documentation for detailed instructions.