SALESFORCE INTEGRATION

Intulse's Salesforce integration merges your phone system with your Salesforce account. With the integration enabled, any screen in the Intulse App that would normally display a simple phone number will instead automatically search the caller ID within Salesforce and return any contact or organization records that match that phone number.

When you receive an incoming call, instead of displaying the caller ID, your phone system will display the name of the caller as it appears in your Salesforce records. You can click on the caller’s name to open their records within Salesforce. You can quickly add your own commentary to the call log, which will automatically contain basic information about the call, such as the user and extension on your system with whom the call was connected, the date and start time of the call, the duration of the call, whether the call was inbound or outbound, and the external phone number. A copy of the call recording is also attached to the call log if it was recorded.

Text messages can also be logged for your AgencyBloc contacts. If enabled, a text message log will be created every night.

You will be able to send text messages and start calls to Salesforce contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.

Furthermore, if you have the Intulse Companion App installed in your browser, you will be able to start calls and text message conversations directly inside Salesforce by simply clicking on a phone number.

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

CONNECTING SALESFORCE TO THE INTULSE APP

This guide assumes that you have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

Our Salesforce integration functions like our other integrations but due the complexity of the Salesforce platform, extra steps must be completed within Salesforce in order for the integration to work. The steps you need to take in Salesforce are different depending on whether you are using the newer Salesforce 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 the Setup gear in the top right corner of your browser window.

• 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 this 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 a page with the app info. If this does not happen, then go to Apps > App Manager. Click on the arrow and click "View".
• Copy the Consumer Key and Consumer Secret (click to show). You will need to enter those in the Intulse app in a later step.

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

• Jump to Connecting your Salesforce App to 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 the Setup gear in the top right corner of your browser window.
• 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 able OAuth Settings on.
• Enter this 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 a page with the app info. If this does not happen, 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). You will need to enter those in the Intulse app in a later step.

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

• Continue to the final steps of Connecting your Salesforce App to the Intulse App.

Connecting your Salesforce App to the Intulse App

System Administrator

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

All Users

1. Open the Intulse App and select the More menu tab.
2. Select Salesforce from the More menu.
3. Enter your Salesforce Username & Password.
4. Click the Save button to save your changes.

For more information about Salesforce, check out their website!