Salesforce

This integration is available to users assigned to an Enterprise license.

How Events Are Logged

Call

Calls are stored as Task records, related to the found contact and/or opportunity, if applicable.

Call logged as a Task in Salesforce.

SMS

Texts (SMS) are logged as Task records, related to the found contact and/or opportunity, if applicable.

SMS logged as a Task in Salesforce.

Fax

Faxes are logged as Task records, related to the found contact and/or opportunity, if applicable. If a contact was found, the fax file will be uploaded as an attachment, which can be found on the contact's details page.

Fax logged as a Task in Salesforce.

Fax file uploaded as a contact attachment in Salesforce.

Call Connector Configuration

When you connect your Salesforce account and configure your Call Connector service, your Salesforce account will be automatically set up to work more efficiently with Call Connector. This is done by creating two Outbound Messages and two Workflow Rules. These will be easy to find, as they will contain call_connector in their names. This will be done with no additional action from you.

It is crucial that you do not modify or remove these records. These are essential for Call Connector to accurately match your telephony events to your contacts and leads. If these records are modified or removed, Call Connector may no longer be able to accurately associate your events with your contacts and leads. If you accidentally modify or remove these records, sign into your ion8 Connect dashboard and re-configure your service on the App Authorization page.

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