Integrate FreJun with Salesforce
1. Introduction
Integrating FreJun with Salesforce allows you to seamlessly sync your communication data with your Salesforce records, ensuring all interactions are logged for future reference and analysis.
This document will guide you through integrating FreJun with Salesforce, from setting up accounts to verifying the integration.
2. Prerequisites
Before proceeding with the integration, ensure that you have the following:
- A Salesforce account.
- A FreJun account.
- Frejun extension is installed.
Note: Please note that the integration is organization-based, meaning that only the super admin needs to do it once, and it will be enabled for all the users under that organization.
3. Setting Up FreJun Integration with Salesforce
Step 1: Create a FreJun Account
[If you already have a frejun account, you can skip this step]
- Visit the FreJun website and sign up for an account.
- After registering, you will receive login credentials to access the FreJun dashboard.
4. Integrating FreJun with Salesforce
Authentication Process
- Navigate to the settings tab -> Integrations.
- Click on the Salesforce connect button (Remember, only super Admin can disconnect)
- Salesforce will ask for permission to link both systems. Click Allow to grant access. (If you are not logged in to your Salesforce account, it will show the login screen, and you can do the same before allowing FreJun to connect with your Salesforce account.)
That is it; you are good to go now. Whenever you make a call from Frejun, it will be synced with Salesforce, too.
5. Chrome Extension
- Follow this link to install the FreJun extension.
- Log in to the extension using your FreJun credentials.
- Once done, a Click-To-Call button will be added to every number on any web page.
- You can use the same button to make calls directly from any page (here, it is Salesforce) without copying and pasting numbers into our dialer.
FAQs:
1. A new contact is created even if the contact already exists in salesforce having the number dialed.
Ans. Make sure the number is present in either the Phone or Mobile Field. We only push data based on these two fields and do not track any other fields. Also, make sure that the number is not followed by any more characters like text or special characters.
2. New contact not created on salesforce if we dial a fresh number
Ans: Our team needs to enable this feature for your account. Please contact us at support@frejun.com to enable this for your account.
3. Some calls log as pending and overdue and some are logging as completed.
Ans: This depends on whether the call was answered. Answered calls are marked as completed, while the rest of the calls are not marked as completed.
4. What details are synced between Frejun and salesforce?
Ans: Call details like Tags, reason, Outcome, notes and recording are synced to salesforce.
Please note that this integration is not bidirectional. Only the changes made on Frejun will be reflected in Salesforce. If changes are made in Salesforce, they will not be reflected in Frejun.
5. A call to a fresh number creates a contact under the admin instead of the user who made the call.
Ans. Please make sure that the email of the user who made the call is the same in Frejun and salesforce.
6. How is data sync handled when multiple contacts have the same phone number?Ans. We assume that each contact has a unique phone number associated with it. If there are multiple contacts with the same phone number, we will push the data to the contact created before the other contact. (Please note that this depends on how Salesforce provides the contact data to our system. If they provide the contact created earlier, then data will be synced to that contact and vice versa.)