How do I integrate with Salesforce?

Integrating with Salesforce allows you to import your contacts into MyRepChat and lets MyRepChat add notes in your contacts profile within Salesforce. 

*See CRM Integrations for generic CRM integration features and behavior.

Set up Integration:

To set up the integration, from the Dashboard, go to Settings, click on Integrations-->Connect to CRM.

From there you will scroll down and click on the Salesforce box: 

A secondary section will appear:

To begin the integration, click the blue 'Connect' button and you will be redirected to the Salesforce login page.

Log in to Salesforce and accept MyRepChat to be able to access your Salesforce data. We ask for 'offline' access in order to send notes to Salesforce. Once you've accepted MyRepChat to access your data you'll be redirected back. 

If you want to save texts as Contact 'notes' in Salesforce make sure you select the appropriate checkbox in the "Send messages to CRM" section. Click Save to save your settings.

*If you don’t know your security token go to your Salesforce Settings->Reset My Security Token, to create a new security token.

SAML Authentication:

If you don't log in to Salesforce with a username/password and instead use a portal (via SAML), you will need to contact your Group Administrator to configure a custom 'Host' for you to use that is your portal's login. 

Search Behavior:

As you might expect, each CRM is different for search behavior and may have limitations. These are search behaviors specific to Salesforce:

• A Phone search will search:  MobilePhone, Phone, AssistantPhone, HomePhone, Fax, and OtherPhone fields.
• A Phone search is a 'contains' search so a search for the last 4 digits of a number will match.
• Salesforce stores phone numbers how they are entered and does not provide a way for us to search phone numbers in a normalized way so we try several formats.
  • We try the following formats:
    • xxxyyyzzzz (no punctuation) - this is the preferred entry since it's displayed in Salesforce formatted
    • xxx-yyy-zzzz 
    • (xxx)yyy-zzzz
  • If the search is not a full 10 digit number, we'll try
    • xxxyyyy
    • xxx-yyyy
    • xxx.yyyy
  • And we'll try whatever you type in the search as well, so if you have saved a different format then type that exact format, it will find it.
• Name searches with no spaces will search if your entry is contained in either the first or last name fields. 
• Name searches with a space will search the first name before the space and last name after the space.
• Search looks at both 'Contacts' and 'Leads' (if Leads are enabled).
• The 'Group' search looks at Salesforce Campaigns. Since MyRepChat groups are more of a distribution list (and not Group Chat), campaigns seem more appropriate than Chatter Groups as a grouping concept.  Salesforce is a very flexible CRM and has a lot of options for grouping.