SALESFORCE INTEGRATION

Intulse's Salesforce VoIP integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within Salesforce and returns any contact or organization records that match.

When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in Salesforce and can click on the name to launch their account within Salesforce. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording.

To experience the integration between Intulse and Salesforce you will need to use the Intulse App.

Our Salesforce integration functions exactly like all our integrations but due the complexity of the Salesforce platform extra steps are required to be completed in Salesforce for the integration to work. The steps you need to take in Salesforce are different if your using the new Salesforce's newer lightning platform or their classic platform. Please follow the steps that are appropriate for your organization:

Salesforce Lightning Setup

Setup of a new API app requires certain user policies. If you are unable to complete the following steps, please contact an administrator within your organization.

• Go to Setup (top right gear)

• Go to Apps > App Manager and click on "New Connected App"

• Give the app a Connected App Name, API Name, and Contact Email
• Check "Enable OAuth Settings on"
• Enter a Callback URL https://dashboard.intulse.com/api/oauth/callback
• Under Selected OAuth Scopes choose "Access and manage your data (api)"
  • Leave "Require Secret for Web Server Flow" checked

• After saving it should take you to page with the app info, if not then go to Apps > App Manager, click on the arrow and click "View"
• Copy the Consumer Key and Consumer Secret (click to show), as you will need to enter those in the Intulse app (you will need the key and secret later)

• From here click on "Manage" and on the next screen "Edit Policies"
• Change IP Relaxation to "Relax IP Restrictions"

• Jump to Using your Salesforce Connected App inside the Intulse App

Salesforce Classic Setup

Setup of a new API app requires certain user policies. If you are unable to complete the following steps, please contact an administrator within your organization.

• Go to Setup (top right)
• Under the Build panel on the left side go to Create > Apps
• Under Connected Apps click New

• Give the app a Connected App Name, API Name, and Contact Email
• Check "Enable OAuth Settings on"
• Enter a Callback URL https://dashboard.intulse.com/api/oauth/callback
• Under Selected OAuth Scopes choose "Access and manage your data (api)"
• Leave "Require Secret for Web Server Flow" checked

• After saving it should take you to page with the app info, if not then go to Builds > Create > Apps and click on the name of the app you just created
• Copy the Consumer Key and Consumer Secret (click to show), as you will need to enter those in the Intulse app (you will need the key and secret later)

• From here click on "Manage" and on the next screen "Edit Policies"
• Change IP Relaxation to "Relax IP Restrictions"

• Now you will need to put the Consumer Key and Consumer Secret into the Intulse App.

Using your Salesforce Connected App inside the Intulse App

Each user must complete the following steps:

1. Click the More icon on the menu
2. Click Salesforce in the More menu
3. Enter your Salesforce username & password
4. Click the Save button

If you are an Admin you have access to additional settings:

1. Enter your Connected App Consumer Key
2. Enter your Connected App Consumer Secret
3. Click the Save button.

For more information about Salesforce, check out their website!