Step 1: Download the Salestrail app 

Whether you are looking for a time-saving, automatic logging app or an integrated business card scanner that reminds you to follow up on new leads, Salestrail is available to rescue your time. 

We recommended you go through all 5 steps in order to enjoy the full benefits of Salestrail. It takes only around 30 seconds :).

Step 2: Connect with your Salesforce account 

  • After you've gone through the on-boarding screens, click Login to start connecting with your Salesforce account. 
  • If you are a Salesforce user, choose Salesforce Production to connect with Salestrail. 
  • If you are a Salesforce Admin or wanting to test everything first, click Salesforce Sandbox to connect. 

Step 3: Activate Call Logging 

  • Click on "Connect Calls" badge 

Then your incoming and outcoming calls will be automatically logged to Salesforce. If you prefer to set call logging to manual mode, click here. 

Step 4: Sync Your Calendar with Salestrail 

  • Click on "Connect Calendar" 
  • Choose your Email Provider as Google or Microsoft Office 365 

  • Choose the event logging mode you prefer: Automatic vs Manual 

Step 5: Activate Email Logging 

  • Click on "Connect Email" 
  • Choose your Email Provider as Google or Microsoft Office 365 
  • Again, choose the email logging mode you prefer: Automatic vs Manual 

Now you can start using Salestrail to log emails, calls, events to Salesforce within seconds, without switching to your desktop. The complete setup screen will look like below: 

Salestrail users are also interested in: 

  • How to use Salestrail business card scanner? 
  • How to enable Caller ID for iOS and Android? 
  • How to manage Salesforce lists and tasks with Salestrail app? 
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