View Salesforce customers’ contact information in Freshcaller, create tasks under Salesforce record.
Free
15 installs
Verified by Freshworks
App has been reviewed by Freshworks and found to be compliant with our Marketplace coding and security guidelines
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.
Install
OverviewReviewsHow to install?Privacy & SecurityNew
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
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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.
Not an Admin? Share this app with your admin to install it for you.
Version History
Version 2.0
Released on Jan 31, 2024
The version of App supports the Salesforce new API version.
As the old version of Salesforce has been deprecated and hence the App is enhanced to support the API change at Salesforce end.
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