Integrating with Salesforce
Salesforce is a customer relationship management (CRM) platform. This article outlines how to use the integration with Salesforce.
The Salesforce integration provides the ability to search for People (Contacts and Leads) in your Compass account during a Session as well as the support for the actions listed below.
Create a contact in Salesforce.
Update a contact in Salesforce.
Create a lead in Salesforce.
Update a lead in Salesforce.
All of these actions have the following options:
- Add notes from the session
- Add session transcript
1. Connecting to Gmail
To get started, you must connect your Salesforce account to your Compass account. Navigate to Integrations and select Enable on the Salesforce integration.
Next select the Connect Now button. This will redirect you to Salesforce to choose and authorize your account with connect with Compass.
After selecting your Salesforce account and reviewing the required permissions, select Authorize.
You will be redirected back to your Compass account and you should see the connection message that indicates which account you selected.
2. Map the Fields
Compass needs to know which Fields represents specific properties in your Salesforce account. If you aren't familiar with Fields, we recommend you read the article Understanding Fields.
Map the Fields you've created in Compass to the associated property in Salesforce.
3. Add an Action to your Workflow
Now that you've setup the integration, you can add Actions for Salesforce to your Workflows. If you aren't familiar with adding Actions to Workflows, we highly recommend you read the article Adding Actions to a Section.
Navigate to Workflows and choose a Workflow. If you haven't created a Workflow, we recommend you read the article, Creating a Workflow and then return to this article.
Select the Section that will use the Action and then select Add Action, as seen below.
Then follow the simple Setup Action process to add the Action. Once complete you'll see the Salesforce Action added to the Section as seen below.
4. Use the Action in a Session
Now that you've added the Action to your Workflow, you're ready to use it in Sessions. If you aren't familiar with Sessions, we recommend you read the article Creating a Session.
If the timing for the Action was set to "Immediate", it appear on the screen as soon as you encounter the Section it was added to.
For more information on immediate Actions, we recommend you read the article, Triggering an Immediate Action.
When the timing for the Action is set to "End of the Session" then you will need to review the Action before it's sent at the end of the Session. You will only trigger the Action if you encounter the Section it is added to.
You can edit the details of the Action before it's sent by expanding the Action panel.
Once you're ready to send the Action, select Complete Session & Fire Actions.
5. Search for People
Compass offers the ability to search for people (Contacts and Leads) from your Salesforce account while you're in a Session.
Start a new Session and observe the People Search Field, as seen below.
Start typing to get immediate results about the People in your Salesforce account. You can search by first name, last name, email, phone number, reference ID, or account name.
After you select a Person, Compass will reveal their information in a sidebar on the left of the screen.
The sidebar stays present as you continue to further Sections. If you encounter any Actions for updating a Lead or Contact, then their information is automatically populated in the action details.
6. Reviewing Sent Actions
After you've completed the Session and fired the Actions, you will have access to a record of everything that happened during the Session.
If you aren't familiar with the Session Record, we recommend you read the article, Reviewing a Completed Session Record.
From the Session Record, you can view the sent Actions and their details, as seen below.
Great! You've connected to Salesforce, setup the integration, added an Action to your Workflow, triggered the Action with a Session, and searched for people during the Session. Phew, that was a lot!