Real-Time Salesforce Sync of FrontSpin AI Call Notes

Overview

By default, Salesforce (SFDC) rich text fields do not sync in real time with FrontSpin—they are updated only during the periodic data sync. For clients who rely on dynamically generated call scripts or AI-driven content, waiting for the next scheduled sync can be a bottleneck.
To solve this, FrontSpin now supports a real-time synchronization feature for Salesforce rich text fields such as AI Call Notes, ensuring that reps see the latest information immediately after updates in SFDC.

Use Case

A client integrated an AI-generated talk track within Salesforce that automatically creates a call script in a rich text field called AI Call Notes. These notes needed to appear in FrontSpin as soon as they were generated, right after the related Contact or Lead synced—without delay.

How It Works

  1. PushTopic Creation
    When the feature is enabled, FrontSpin automatically creates PushTopics in Salesforce for both Leads and Contacts.
  2. Change Detection
    Each PushTopic listens to a custom DateTime field (e.g., AI Call Notes Last Updated) that is updated through Salesforce automation whenever the AI Call Notes field is modified.

    This automation ensures that any new AI-generated content triggers a real-time event.
  3. Real-Time Sync Trigger
    When Salesforce publishes a PushTopic message indicating that the DateTime field changed, FrontSpin receives the event instantly.
  4. API Fetch and Update
    FrontSpin then makes a real-time API call to Salesforce to fetch the latest value of the AI Call Notes rich text field and update it on the FrontSpin record—without waiting for the next sync cycle.

FrontSpin UI Integration: Timeline View

To make this feature even more seamless, we also integrated the AI Call Notes into the FrontSpin timeline view.
When a Contact or Lead page is opened in FrontSpin:
  • The AI Call Notes appear directly on the timeline, making it easy for reps to access the generated script right alongside their call activity and previous interactions.
  • This provides a unified view of the conversation context—AI-generated scripts, notes, and activity—all in one place.
  • The notes update automatically as soon as Salesforce pushes new content, ensuring real-time visibility

Benefits

  • Instant visibility of AI-generated call scripts in FrontSpin.
  • Automatic updates triggered by Salesforce automation—no manual sync needed.
  • Embedded in the timeline, providing a smooth user experience for sales reps.
  • Configurable per tenant, allowing flexible enablement.

Example Flow

  1. AI automation in Salesforce fills the AI Call Notes field.
  2. The AI Call Notes Last Updated timestamp is updated by Salesforce automation.
  3. Salesforce PushTopic publishes an event.
  4. FrontSpin receives the event and fetches the updated AI Call Notes immediately.
  5. The new notes appear in the timeline view on the FrontSpin Contact or Lead page.