Integrating Salesforce with Team-One
Salesforce is a flexible and robust cloud-computing platform that provides CRM (Customer Relationship Management), Sales Force Automation, Call Center, Customer Engagement, Employee Collaboration and Business Analytics software within an integrated, web-based interface. Salesforce is at the heart of a massive technology ecosystem that provides hosted services for millions of SMB and Enterprise businesses around the world.
Team-One is the real-time communication, collaboration and task management platform that helps you communicate with colleagues, remote teams and clients from anywhere, anytime and any device, with seamless video conferencing, audio calling, screen sharing and real-time messaging.
You can easily and immediately connect Salesforce to Team-One by adding the following integration or others.
Send a direct message for new Salesforce leads
Using Team-One's New Salesforce Lead Integration
Step 1: Log in to Salesforce
Log in to your Salesforce account.
Step 2: Add a New Outbound Message
Go to "Setup"
Go to the administrative section of your Salesforce account by clicking on "Setup" in the top-right navigation menu.
Navigate to the Outbound Message List
In the left-side navigation menu, select "Create" then "Workflow & Approvals" then "Outbound Messages" to open the list of current outbound messages.
Add a New Outbound Message
Once on the Salesforce outbound message list, click the "New Outbound Message" button to begin configuring your new message.
Step 3: Configure your Outbound Message
Select the Salesforce Lead Type
In the outbound message object list, select the "Lead" object type and click "Next".
Configure the Message Details
Complete the outbound message form.
Enter the Team-One generated webhook URL in the "Endpoint URL field".
Under "Lead Fields to Send" select the fields you'd like to appear in the Team-One message.
The default Team-One "new Salesforce lead" message will include following the Salesforce lead fields (when they are provided):
- Annual Revenue
- Clean Status
- Company DUNS Number
- First Name
- Last Name
- Mobile Phone
- Postal Code
However, you may add or remove fields and further customize the Team-One message by editing the Team-One integration after it is created.
Once the outbound message is saved, you'll be taken to page that summarizes the message details.
Note that currently there are no "Workflow Rules Using This Outbound Message". That's what we'll create next.
Step 3: Add a New Workflow Rule
Navigate to the Workflow Rule List
In the left-side navigation menu, select "Create" then "Workflow & Approvals" then "Workflow Rules" to open the list of current Salesforce workflow rules.
Add a New Workflow Rule
From the "All Workflow Rules" list, click the "New Rule" button to begin configuring the new rule.
Step 3: Configure your Workflow Rule
Choose the Salesforce Lead Type
In the rule object list, select the "Lead" object type and click "Next"
Select the Rule Criteria
Complete the rule form.
To report all new Salesforce leads to Team-One, select "created" as the "Evaluation Criteria",and entera simple tautology such as
1 = 1 in the "Rule Criteria" field.
Once you've configured your rule criteria, click "Save & Next" to move on to action selection.
Specify Workflow Actions
Under "Immediate Worklow Actions", open the "Add Workflow Action" drop-down menu and choose "Select Existing Action".
Select Existing Actions
Next to "Choose Action Type" select "Outbound Message" and move the message you created above to the "Selected Actions" list.
If you have many outbound messages you can use the "Find" field to filter the list.
Once your action (or actions) is selected, click the "Save" button to return to the "Specify Workflow Actions" screen.
Complete the Rule
Now that our outbound message action has been added, we're finished creating the rule. Click the "Done" button to navigate to the "Workflow Row Detail" screen.
Step 4: Activate the Rule
On the "Workflow Rule Detail" screen we can see that we've created a workflow rule that, when fired, triggers and out outbound message to notify Team-One about the new Salesforce lead.
But note that Salesforce does not activate the new workflow rule by default. Hence for our final step we'll need to make our workflow rule active.
Click the "Back to List: Workflow Rules" link to return the list of workflow rules.
In the list of workflow rules, find the newly created rule and click on the "Activate" link to turn the rule on.
Step 5: All Done
The Salesforce integration is now complete. Whenever a new lead is added to Salesforce, a message will appear in the Team-One workspace or chat you selected when creating the webhook.
Optional: Customize the Team-One Chat Message
If you'd like to make changes to the chat or direct message that is posted when a new lead is created in Salesforce, go to the Team-One "Manage Integrations" tab and find the block corresponding to your integration.
Click on the "Edit" button to open the integration edit screen.
Click on "Show Advanced Settings" to view the full list of options. Make your changes to the "Body Transform" field, and then click "Save Changes".
Your changes will become active immediately.