How to enable the Salesforce integration?
Yvonne Pulkkinen avatar
Written by Yvonne Pulkkinen
Updated over a week ago

If your company uses Salesforce CRM, you, as the Owner of your organisation, can enable the Salesforce integration option so that all of your sales team's calls will be logged directly to Salesforce. All you need to do is follow these steps:

Step 1: Sign up on the Call Analytics dashboard and create your organisation if you haven't already.

Step 2: Go to Integration > Apps.

Step 3: Choose Connect. Now, your organisation is connected to Salesforce!

Step 4: You and all of your team members will receive an email notifying them about this. If you cannot find it in your Inbox, check your Spam folder as well.

Step 5: You and your team members need to go to the Call Analytics dashboard and click either the link on the notification below or go to Integrations > App > Login and use your Salesforce credentials to complete the process.

Step 6: Now, all your sales calls to Salesforce contacts/leads will be logged automatically to the CRM and they can be found in Integration > Integration Log.

Your calls will be logged on Salesforce as tasks with this format: Outbound/Inbound - Answered/Unanswered.

Note: Please always make sure that your Salesforce profile has been given permission to enable API. Otherwise, Salestrail cannot connect with your Salesforce.

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