Activity on Leads. Tasks on Opportunities.
Niche reads + writes Salesforce Leads, Contacts, Accounts, and Opportunities. Calls log as Tasks; transcripts attach as Files. Outreach campaigns target any Salesforce report or list view, and dispositions update Opportunity Stage in real time.
What syncs, and when
No CSVs. No nightly cron.
Live, bidirectional, idempotent. Niche reads what it needs from Salesforce and writes back at the right moment in the conversation.
- Leads + Contacts + Accounts Both Live
- Opportunities + Stage Both Live
- Tasks (call activity) Out End of call
- Files (transcripts + recordings) Out End of call
- Report + ListView targets In On campaign create
- Flow trigger events Out End of call
What it actually does
Five things only happen when Niche talks to Salesforce.
Task on every call
Each Niche call writes a Salesforce Task linked to the right Lead, Contact, or Opportunity — with the transcript + recording attached as Salesforce Files.
Report-driven outreach
Pick any Salesforce report or list view as the campaign source. The query refreshes nightly so the list reflects current Salesforce data.
Opportunity stage automation
Niche updates Opportunity Stage based on disposition — Qualification → Closed Won (booked), Qualification → Closed Lost (DND), Qualification → Needs Analysis (callback).
Flow + Apex trigger
Fire any Salesforce Flow or Apex trigger from a Niche disposition. Lead routing, scoring updates, and post-call automations all run natively in Salesforce.
Person Account ready
Works with both standard Lead-and-Account orgs and Person Account orgs. Niche detects your org model and writes accordingly.
Setup
Live in 40 minutes.
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Step 01
Connected App OAuth
Install the Niche Connected App from AppExchange or set up a custom Connected App with our scope manifest.
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Step 02
Field mapping
Map standard + custom fields to Niche capture variables. Most orgs only need 4-6 mappings.
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Step 03
Pick reports
Choose Salesforce reports or list views to power outreach campaigns. Niche caches per scheduled refresh.
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Step 04
Test in sandbox
Niche supports sandbox + production org pairs. Test the full flow in sandbox before going live.
Popular with
Shops on Salesforce that run on Niche.
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Legal
Personal injury, family, criminal defense, immigration — every call could be a $40K case or a 4-minute time sink. Niche runs the intake script, screens for case fit, and books qualified leads with your paralegal — 24/7, conflict-aware, transcript-perfect.
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Restoration
Emergency restoration is a sprint. Every flood, fire, or mold call goes to 3–5 companies in the first 10 minutes. Niche picks up before the second ring, qualifies severity, and dispatches the on-call crew — every single time.
FAQ
Questions people on Salesforce ask.
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Does it support custom objects?
Yes. Niche can read + write any custom object on Enterprise plans. Map them in setup and the AI captures + writes the right fields.
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Will it work with our existing Flow rules?
Yes. Niche fires Platform Events on each disposition, which any Flow can subscribe to. No changes needed to your existing rules.
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Person Account support?
Yes. Niche detects whether your org uses Person Accounts or the standard Lead-and-Account model and writes accordingly.
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Is there an AppExchange listing?
Yes. The Niche Connected App is available on AppExchange. Custom Connected Apps with your own scope manifest are supported on Enterprise.
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