Discover the new Salesforce Integration 1.5, now equipped with a sleek, marketplace-style layout that enhances usability, simplifies navigation, and optimizes integration management. This update is designed to make it easier for users to connect, configure, and manage integrations with Salesforce, ensuring a more efficient and intuitive workflow.

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Key Features & Benefits

Easy Integration Page

Simple Navigation: Find and connect integrations easily from one place.
Quick Overview: See the logo, status, and a short description of each integration at a glance.
One-Click Connect/Disconnect: Easily connect or disconnect integrations with a single click.

Detailed Integration View

Quick Back Button: Jump back to the list of integrations easily.
Integration Info: View the logo, name, status, and a detailed description of the integration.
Feature Showcase: Visualize key features with an animated image carousel.
Instant Help: Access detailed documentation with one click.
Easy Disconnect: Disconnect integrations with a simple confirmation.

Salesforce Integration

Settings Tab: Shows disconnected integrations with an easy "Connect" button.
Description Tab: Offers a detailed overview with images and features.

Responsive Design

Optimized for any device, whether you’re on mobile or desktop

Installation Details: Simplified and Transparent

With the updated interface, we’ve improved how you view and manage your Salesforce installation details, making it easier to understand and navigate your settings.

The integration page includes the logo, name, and connection status, with a tooltip for reconnecting. You can navigate through an animated image carousel, view a clear description, and access documentation with one click. For connected integrations, a simple disconnect option is available.

Where to Find It

Located within the Settings tab, this section is only visible for connected integrations.
By default, the Installation section is collapsed for a streamlined view, with the option to expand it for deeper details.

Contact Syncing Made Effortless

Managing contacts between Salesmsg and Salesforce just got simpler. The new Contact Syncing options allow you to control how data flows, ensuring your CRM and communication tools stay perfectly aligned.

Sync Options
Choose between:

One-Way Sync: From Salesforce → Salesmsg

Two-Way Sync: Enable bi-directional syncing for more flexibility.

For enhanced control, the system allows you to:

Toggle Salesforce Owner Assignment
Select sync settings that best align with your organization’s needs

Two-Way Sync

Dynamic updates to the sync direction with easy-to-read arrows and dropdowns for key customizations, including:
- Contact Property Sync
- Contact Creation Options: Choose how new contacts are created (Lead, Contact, Person Account).
- Salesforce Default Account: Set defaults for new records.

Field Mapping: Effortless Data Management

Gain precise control over how Salesmsg data maps to Salesforce fields. The redesigned interface makes it easy to configure field mappings, ensuring seamless synchronization.

Field Mapping Table
Key columns include:

Salesmsg Fields: Phone, First Name, Last Name, Email (with customization options for Leads and Contacts).
Salesforce Fields: Pre-mapped fields like First Name, Last Name, and Email are locked for consistency, while Phone offers editable dropdown options for customization.

Custom Phone Number Field

A toggle lets you decide if you want to update the Phone field for both Leads and Contacts with custom options, providing flexibility in how you manage contact info.

View Salesmsg Timeline Events in Salesforce

Keep your team on the same page with seamless event tracking.

With timeline events from Salesmsg flowing directly into Salesforce, you’ll never miss an important interaction. Whether it’s a phone call, text message, or other communication, all your engagement history is captured in Salesforce, making it easy to track and manage every customer interaction.

Get a comprehensive view of your customer interactions in Salesforce.
Keep all communication history in one place, saving time and improving team collaboration.
Empower your sales team with insights they need to close deals faster.

Simplify User Management and Assignment

Ensure that the right people are handling the right tasks with ease.

Our integration lets you map your Salesforce users to Salesmsg users, giving you control over who’s managing customer communications. You can assign team members to specific contacts, ensuring that your communications are handled efficiently and by the right person.

Key Features:

Flexibly assign Salesmsg users to Salesforce contacts.
Ensure that multiple team members can easily collaborate on customer accounts.
Streamline team workflows by mapping and managing users effortlessly.

Invite Salesforce Users to Salesmsg Effortlessly

Onboard your team quickly and keep them connected.

Inviting Salesforce users to Salesmsg is as easy as sending an invitation. Once your team members are onboarded, they can start managing customer interactions seamlessly across both platforms. With just a few clicks, you’ll have your team connected and working together faster.

How It Helps Your Team:

Onboard new users quickly and easily, ensuring your team is always up-to-date.
Avoid the hassle of manually adding users—just send an invite, and they’re in!
Track the status of each invitation to ensure no one’s left behind.

Automate Your Workflow with Webhooks

Stay connected with your Salesforce contacts automatically.

The integration also offers webhook functionality, allowing you to sync Salesforce contacts with Salesmsg automatically. New leads and contacts are created instantly in Salesmsg, ensuring your customer database is always fresh and ready to go.

Automatically add new contacts to Salesmsg from Salesforce.
Never worry about data discrepancies between platforms again.
Streamline your workflow by reducing manual data entry.

Frequently Asked Questions

What’s the Feature Flag Rollout?
We’ve implemented a feature flag to ensure a smooth, gradual rollout of the new Salesforce integration. This gives you the ability to test and adjust settings before full activation.

How do I view and manage Salesforce installation details?
You’ll find installation details within the Settings tab, visible only for connected integrations. The section is collapsed by default for a clean view, but you can expand it to access deeper information.

What is Contact Syncing, and how does it work?
Syncing between Salesforce and Salesmsg is now simpler. Choose between:

One-Way Sync: Sync data from Salesforce to Salesmsg.
Two-Way Sync: Enable bi-directional syncing for more flexibility.
You can also control how contacts are synced, including assigning ownership and setting sync preferences.

What is Field Mapping, and why is it important?
Field Mapping allows you to control how Salesmsg data matches up with Salesforce fields, ensuring your contact information stays consistent across both platforms. You can customize phone numbers, names, and emails, giving you full control over your data.

Can I see Salesmsg timeline events in Salesforce?
Yes! All your Salesmsg interactions—calls, messages, and more—are automatically tracked and displayed in Salesforce, giving your team a complete view of every customer touchpoint.

How can I manage user assignments and team collaboration?
Our integration lets you map Salesforce users to Salesmsg users, ensuring the right team members are handling the right customer interactions. You can also invite new Salesforce users to Salesmsg with a simple invite process, streamlining onboarding.

What are Webhooks, and how do they work?
Webhooks automatically sync new leads and contacts from Salesforce to Salesmsg, eliminating the need for manual data entry and keeping your contact database up to date in real-time.