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Salesforce for Freshcaller(Classic)

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View Salesforce customers’ contact information in Freshcaller, create tasks under Salesforce record.
Published by konnectify(about 11 months ago)
Free
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15
Version History
Version 2.0
Supported for
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The App helps you view your Salesforce contacts and latest tasks information from within the Freshcaller app. It also creates tasks within your SalesForce Sales cloud & Service cloud accounts under the contacts/Accounts/Leads/Opportunity/Case based on your app configuration. Having your Freshcaller integrated with Salesforce Sales & Service cloud enables you to do the following within your Freshcaller account itself: 1. Access contact information such as contact name, Account name during an outgoing call or an incoming call 2. Access the last five tasks or activity details you have with the customer you’re talking to. Also, create/schedule appointments (applicable only in Salesforce Sales cloud) 3. The App Creates tasks in SalesForce accounts under Contacts/Accounts/Leads./Opportunity/case based on your app configuration post incoming, outgoing and missed calls events in Freshcaller. 4. Navigate to your Salesforce account directly from your Freshcaller account on a tap of a button
To enable the integration, 1. Login as an Admin in your Freshcaller account 2. Go to Admin settings>>Apps>>Salesforce 3. Click the “Install” button. 4. Enter your Salesforce consumer key and secret key. (To get the keys please follow the steps in the video) 5. Click the “Continue” button and you will be directed to your Salesforce Login page. 6. Enter your login credentials there 7. Under Freshcaller settings, enter your Freshcaller domain link and API key. Click “Validate” button 8. Once validated successfully, it will get you to Salesforce Settings. 9. Under that, you can select your Salesforce account as per your choice (you can select both Salesforce Sales Cloud and Service Cloud accounts or either one of those) 10. Under the “Configuration” setting, you will have the ability to configure and map fields according to your requirements 11. Hit the “Install” button and you are good to go Watch the video attached here to make the next steps to install. (In the video you could see that you will be asked to enter the OAuth callback URL while entering the details in your Salesforce App. Please paste this link there - https://oauth.freshdev.io/auth/callback)
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
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