{"id":187,"date":"2022-05-20T12:00:34","date_gmt":"2022-05-20T12:00:34","guid":{"rendered":"https:\/\/www.answerconnect.co.uk\/helpcentre\/?p=187"},"modified":"2022-11-03T17:50:53","modified_gmt":"2022-11-03T17:50:53","slug":"salesforce-integration","status":"publish","type":"post","link":"https:\/\/www.answerconnect.co.uk\/help-centre\/integrations\/salesforce-integration\/","title":{"rendered":"Salesforce Integration"},"content":{"rendered":"\n<p>What does the integration do?<\/p>\n\n\n\n<p>This integration automatically pushes caller information to Salesforce as a new Case, Contact, or Lead. This is a one-way sync.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Activating the integration<\/h2>\n\n\n\n<p>From inside your AnswerConnect app,<\/p>\n\n\n\n<p>Go to <strong>Settings<\/strong> on the sidebar<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"863\" height=\"454\" src=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_38_48-PM.png\" alt=\"\" class=\"wp-image-608\" srcset=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_38_48-PM.png 863w, https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_38_48-PM-300x158.png 300w, https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_38_48-PM-768x404.png 768w\" sizes=\"(max-width: 863px) 100vw, 863px\" \/><\/figure>\n\n\n\n<p>Select <strong>Advanced Settings<\/strong>.<\/p>\n\n\n\n<p>Choose <strong>Integrations<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"767\" height=\"407\" src=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_40_37-PM.png\" alt=\"\" class=\"wp-image-609\" srcset=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_40_37-PM.png 767w, https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_40_37-PM-300x159.png 300w\" sizes=\"(max-width: 767px) 100vw, 767px\" \/><\/figure>\n\n\n\n<p>Click the <strong>Salesforce<\/strong> integration card.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"607\" height=\"457\" src=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_44_12-PM.png\" alt=\"\" class=\"wp-image-611\" srcset=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_44_12-PM.png 607w, https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_44_12-PM-300x226.png 300w\" sizes=\"(max-width: 607px) 100vw, 607px\" \/><\/figure>\n\n\n\n<p>Click the <strong>Activate<\/strong> button on the left side of the page.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"607\" height=\"457\" data-id=\"612\" src=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_44_12-PM-1.png\" alt=\"\" class=\"wp-image-612\" srcset=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_44_12-PM-1.png 607w, https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_44_12-PM-1-300x226.png 300w\" sizes=\"(max-width: 607px) 100vw, 607px\" \/><\/figure>\n<\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Connecting your accounts<\/h2>\n\n\n\n<p>Enter your Salesforce username and password to connect your account with AnswerConnect.<\/p>\n\n\n\n<p>Give your account a name, especially if you are planning to connect multiple Salesforce accounts.<\/p>\n\n\n\n<p>Choose the target Salesforce list where you want to export the call data.<\/p>\n\n\n\n<p>This is where you decide if the messages from your AnswerConnect account will be exported to Salesforce as Contacts, Cases or Leads.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Completing the setup<\/h2>\n\n\n\n<p>Map the AnswerConnect message fields to the corresponding Salesforce attributes.<\/p>\n\n\n\n<p>Then, click <strong>Continue<\/strong>.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><strong>&nbsp;Mandatory fields are marked with a red asterisk.<\/strong><\/h5>\n\n\n\n<p>Test the target to verify the contact fields are mapped correctly. Successful mapping will activate the integration.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Deactivating the integration<\/h2>\n\n\n\n<p>To deactivate the integration Go to <strong>Settings<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"863\" height=\"454\" src=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_38_48-PM-1.png\" alt=\"\" class=\"wp-image-613\" srcset=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_38_48-PM-1.png 863w, https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_38_48-PM-1-300x158.png 300w, https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_38_48-PM-1-768x404.png 768w\" sizes=\"(max-width: 863px) 100vw, 863px\" \/><\/figure>\n\n\n\n<p>Select <strong>Additional Settings<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"767\" height=\"407\" data-id=\"614\" src=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_40_37-PM-2.png\" alt=\"\" class=\"wp-image-614\" srcset=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_40_37-PM-2.png 767w, https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_40_37-PM-2-300x159.png 300w\" sizes=\"(max-width: 767px) 100vw, 767px\" \/><\/figure>\n<\/figure>\n\n\n\n<p>Choose the Salesforce integration card <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"536\" height=\"401\" src=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_49_38-PM.png\" alt=\"\" class=\"wp-image-616\" srcset=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_49_38-PM.png 536w, https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_49_38-PM-300x224.png 300w\" sizes=\"(max-width: 536px) 100vw, 536px\" \/><\/figure>\n\n\n\n<p>Click <strong>Deactivate<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-3 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"537\" height=\"403\" data-id=\"617\" src=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_53_23-PM.png\" alt=\"\" class=\"wp-image-617\" srcset=\"https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_53_23-PM.png 537w, https:\/\/storage.googleapis.com\/anctukhelpcentre\/1\/2022\/08\/AnySnap-17-Aug-2022-at-5_53_23-PM-300x225.png 300w\" sizes=\"(max-width: 537px) 100vw, 537px\" \/><\/figure>\n<\/figure>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What does the integration do? This integration automatically pushes caller information to Salesforce as a new Case, Contact, or Lead. This is a one-way sync. Activating the integration From inside&#8230;<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,34],"tags":[],"class_list":["post-187","post","type-post","status-publish","format-standard","hentry","category-integrations","category-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce Integration - Help Centre | AnswerConnect UK<\/title>\n<meta name=\"description\" content=\"Have you used our SalesForce Integration? 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