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The Intulse integration with Salesforce connects your phone system with your Salesforce account, giving you faster access to client details and easier communication tools.

Salesforce Integration Key Features

Instant Caller ID Matching

• The Intulse App automatically searches Salesforce for any matching contact or organization records whenever a phone number appears.
• Incoming calls display the caller’s name from Salesforce, not just the number.
• Click the caller’s name to open their record directly in Salesforce.

Automatic Call Logging
Each call log includes:

• User and extension involved
• Call date and start time
• Duration of the call
• Direction (inbound or outbound)
• External phone number
• If the call was recorded, the recording is automatically attached.
• You can easily add your own notes or commentary to any call log.

Text Message Logging

• Text messages sent to or received from Salesforce contacts can be logged automatically.
• Nightly logging ensures message records are kept up to date.

Click-to-Call & Messaging

• Start calls or send texts to Salesforce contacts directly from the Intulse App by searching for a contact name on the My Phone screen.
• With the Intulse Companion App installed in your browser, initiate calls and texts directly from Salesforce by clicking any phone number.

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

CONNECTING SALESFORCE TO INTULSE

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.

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.

• Click the gear in the top right corner of your browser window and select Setup.

• On the left hand menu, scroll down to Platform Tools and expand the Apps menu.
• Select App Manager.

• Select New External Client App.

• Enter a Connected App Name, API Name, and Contact Email.
• Check the box beside Enable OAuth Settings and more options will appear.

• Scroll down to the Settings menu and expand Identity.
  • Select OAuth and OpenID Connection Settings
  • Toggle ON Allow OAuth Username-Password Flow.

• Under the API settings, enter this Callback URL: https://app.intulse.com/api/oauth/callback
• Under Selected OAuth Scopes, choose Manage user data via APIs and click the Add button.
  • Leave Require Secret for Web Server Flow checked.

• After saving, it should take you to a page with the details of the app you just created. If this does not happen automatically, go to Apps > App Manager and click on the arrow to the right of the app then select View from the dropdown list.
• Locate the Consumer Key and Consumer Secret. You will need to enter those in the Intulse app in a later step. You may need to click Manage Consumer Details to reveal this information.

• 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.

• Select Setup from the menu options at the top of your page.
• On the left hand menu, scroll down to Build and expand the Create menu.
• Select Apps.

• Under Connected Apps, click New.

• Enter a Connected App Name, API Name, and Contact Email.
• Check the box beside Enable OAuth Settings and more options will appear.

• Under the API settings, enter this Callback URL: https://app.intulse.com/api/oauth/callback
• Under Selected OAuth Scopes, choose Manage user data via APIs and click the Add BUTTON.
  • Leave Require Secret for Web Server Flow checked.

• After saving, it should take you to a page with the details of the app you just created. If this does not happen automatically, go to Build > Create > Apps and click on the name of the newly created app.
• Locate the Consumer Key and Consumer Secret. You will need to enter those in the Intulse app in a later step. You may need to click Manage Consumer Details to reveal this information.

• 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 Administrators

Open the Intulse App and select the More menu tab. Click Integrations and select Salesforce from the list.

1. Enter your Salesforce Consumer Key.
2. Enter your Salesforce Consumer Secret.
3. Select whether to Enable automatic call logging. This will cause every incoming and outgoing call that can be matched against a contact to be logged after the call ends.
4. Enter your Salesforce Username.
5. Enter your Salesforce Password.
6. Use the drop-down list to select users who should be excluded from automatic call logging.
7. Text message logging is turned off by default. Choose whether to create a log of all text message conversations. If selected, each night a log will be created for all text message conversations that took place that day. Each conversation will be logged as one complete file, showing each message sent or received within that conversation.
8. Click the Save button to save your changes.

All Users

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

For more information about Salesforce, check out their website!