Salesforce

We're taking a deeper look at some of our integrations, including this one. In the meantime, some of the functionality described here may not work as expected. Thank you for your patience.

Sync leads, contacts, and conversation activity between Salesforce and Acquire, making it easy to maintain customer data in your system of record. This integration will allow you to:

• Automatically sync customer details and conversations to Salesforce
• Keep existing contacts, leads, account, cases and other objects up to date with details captured in Acquire
• Manually create new objects in Salesforce from Acquire

Automatically sync chat transcripts configured to the case, notes, or tasks of your choosing

In this article:

• Setting Up the Salesforce Integration
• Syncing Records Between Acquire and Salesforce
• Editing or Uninstalling Salesforce

Setting Up the Salesforce Integration

Head to the App Store > CRM > Salesforce and click 'Install Now'. Next, read the app permissions and give Salesforce access by clicking ‘Authorize Access’.

Next,

 you'll be taken to Salesforce. Log in with your credentials to grant Acquire access to your account.

Syncing Records Between Acquire and Salesforce

After setting up the app permissions, you’ll be redirected back into Acquire for primary key setting and field mapping. You will have the option to manually configure the fields or use the automatic recommendations.

Not seeing your Salesforce fields when you map? You may need to re-install the integration to see newly-added fields.

Primary Key Setting

Create unique records for Leads or Contacts in Salesforce. Unique leads may be based on multiple attributes such as ‘Email address’ and ‘Lead source’. For example, ask yourself: how would you like returning Acquire visitors to be recognized by Salesforce? By their email address?

After installation, you’ll be prompted to set the primary key. 

Set the primary key in the ‘Primary Key’ setting tab. 

Field Mapping 

There are four Salesforce objects that fields can be mapped to. Only ONE filed type may be selected for the integration. 

Contacts

Map fields like name, email, and phone number to Salesforce contact records.

Adding Chat Transcripts & Case Attributes to a Contact Record

Leads

Like contacts, Acquire contact profiles can be mapped to lead records in Salesforce.

Adding Chat Transcripts & Case Attributes to a Lead Record

Accounts

Account details captured in Acquire can be mapped to the corresponding field in Salesforce.

Adding Chat Transcripts & Case Attributes to an Account

Cases

Acquire contact profile fields can be mapped to cases in Salesforce.

Adding Chat Transcripts & Case Attributes to a Case Task

Syncing Records Between Acquire and Salesforce

From a contact profile, click the Salesforce logo.

Next, click on the field you want to sync to Salesforce by selecting the arrow button and clicking 'Sync'.

Now your contact has been synced to Salesforce.

The contact details will automatically be saved to the mapped fields in Salesforce.

You can view the chat transcripts under the parent section.

Editing or Uninstalling Salesforce

Need to make changes to the primary keys or mapping? Go to the App Store and click on the three dots (‘...’) on the Salesforce tile and select ‘Edit’. You’ll be able to make changes in the ‘Setting’ tab. 

Need to uninstall? Go to the App Store and click on the three dots (‘...’) on the Salesforce tile and select ‘Uninstall’. The application will be uninstalled. Please note that any Salesforce integrations you set up with a Sequence Bot may break when Salesforce is uninstalled.
Need help with this integration? Contact us via live chat or email us at support@acquire.io.