Editing Salesforce integration

By integrating your Salesforce account with your Call Tracking account, you can set automatic lead creation for inbound calls. After a call on one of your tracking numbers, you can also complete tasks for a contact, lead or account directly in Salesforce.

Once you have activated the integration between your Call Tracking and Salesforce accounts, you can edit the parameters of this integration any time, for your whole account or only a single tracking number.

How to edit Salesforce integration for the account

To bring changes to your integration on an account scale, get to the Integrations tab and click on Configure for Salesforce.

Then, in the General Parameters section of the form, you can switch from a Production Salesforce environment to a Sandbox, or the other way around. Below, the Status shows how the integration currently operates.

If you wish to connect a new Salesforce environment to Call Tracking, type in the right field the new environment’s domain (Production or Sandbox).

Note: if you connect a new Salesforce environment with Call Tracking, the call data collected before configuration will not be sent to this new environment.

You can also choose your language, and select if you want Salesforce to be notified with the data collected on your tracking numbers at the end of call only, or to notify at the beginning of call and then to update at the end.

Then, in the section Activities creation in Salesforce, you can edit the way activities based on your inbound calls data are created.

In the section Contacts, Accounts and Lead search, you can precisely set the contact field, account or lead for the caller number to be searched in. Type $ in one of the fields below to display the list of available fields at this level in your Salesforce account, and make your selection.

Finally, in the section Lead creation in Salesforce, you can set an automatic lead creation in Salesforce, based on an inbound call on your tracking numbers.

Then click on Update to save your changes.

How to edit Salesforce integration for a tracking number

By integrating your Salesforce account with your Call Tracking account, you can select the tracking numbers whose call data will be sent to Salesforce.

To enable or disable call data sending to Salesforce for one of your tracking numbers, first get to the Numbers tab in your account.

Find your tracking number on the list and click on the Edit icon in the Actions column for this number.

In the edition form, get to the Salesforce section. Here, you can define by checking the right box if you wish to notify Salesforce and bring updates to your contacts, leads, accounts and activities with call data collected via this tracking number.

Below, you can also select the time zone. This is used for synchronizing date and time information related to the call’s beginning and end in the right format, when updating or creating leads or activities in Salesforce.

Then, click on Update to save your changes.

Note: Any time, you can set any tracking number to start or stop sending call data to Salesforce. However, if you deactivate the integration for a number and then switch it back again after some time, the call data collected during the period it was deactivated will not be sent to Salesforce.