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Salesforce Integration Setup Guide
To use Cordless-Salesforce integration you need to have an active Cordless account. To set up an account with Cordless please contact us at firstname.lastname@example.org.
What Salesforce Integration Does
This integration enables you to sync your Cordless call activity, recordings, and voicemails with your Salesforce inbox. Additionally, it allows Cordless to display customer information from Salesforce when you receive a call from a customer.
See your Cordless call logs in Intercom, including call summary and a link to call recording/transcript
How to Set Up Your Salesforce Integration
Step 1: Add Salesforce Integration to Cordless Go to the Integrations page in Cordless and click "Add new integration". Select Salesforce and you will be redirected to the authorisation page. Click "Authorise".
Select Intercom Integration
Authorise Cordless to access your Intercom account and select the inbox you'd like to inegrate
Step 2: Add Notify Block in your Cordless Call Journey Go to your Numbers page and select the call journey you want to setup the integration for. For each branch where you want to receive call logs*, add a 'Notify' block and select Salesforce.
*Ensure that you add the Intercom 'Notify' block to each branch for which you want to receive call logs.
Add the Intercom Notify block to the branches you want to receive logs for in Intercom
Configure your Intercom Notify block
How to Disconnect Salesforce From Cordless
To disconnect your Salesforce workspace from Cordless, navigate to the Integrations page in Cordless and click “Delete” on the “Salesforce” tile. You will only be able to delete the integration once you delete all Salesforce Notify blocks from all existing call journeys.