Integration Requirements: at least the Salesforce Professional edition with API integration
integration Setup Steps:
1. Task Field: Type: Make Visible to Kixie (don't skip!)
- Click the Setup icon for your Salesforce
- Search for Field Accessibility, and click on it
- Scroll down the list and click on Task
- Click on View By Fields
- Choose Type from the drop-down
- Now do the next step for each profile type that uses Kixie...
- Click on the profile type's Field Access column
- Ensure that the profile type's Field-Level Security is set to Visible,
- if possible, uncheck “Read-Only”
- if you're unable to uncheck read-only, you can leave it that way.
- if possible, uncheck “Read-Only”
******If you do not perform Step #1 above, Kixie will log calls as tasks with no type, and dispositions will log as mere notes.******
2. Setup Call Activity Logging for Leads
- Click the Setup icon for your Salesforce
- Search for Field Accessibility, and click on it
- Scroll down the list and click on Lead
- Click on View By Fields
- Choose Mobile from the drop-down
- Now do the next step for each profile type that uses Kixie...
- Click on the profile type's Field Access column
- Ensure that the profile type's Field-Level Security is set to Visible,
- if possible, uncheck “Read-Only”
- if you're unable to uncheck read-only, you can leave it that way.
- if possible, uncheck “Read-Only”
3. Setup Call Activity Logging for Contacts
- Click the Setup icon for your Salesforce
- Search for Field Accessibility, and click on it
- Scroll down the list and click on Contact
- Click on View By Fields
- Choose Mobile from the drop-down
- Now do the next step for each profile type that uses Kixie...
- Click on the profile type's Field Access column
- Ensure that the profile type's Field-Level Security is set to Visible,
- if possible, uncheck “Read-Only”
- if you're unable to uncheck read-only, you can leave it that way.
- if possible, uncheck “Read-Only”
4. Setup Call Dispositions (Outcomes) Logging
6. Optional but Recommended: Setup Salesforce Workflow Rules to automatically send Salesforce emails when dispositions are logged, or automatically send Kixie texts and Kixie calls when leads are created.
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Articles in this section
- Kixie's Salesforce Integration: Configuration and Behavior
- Salesforce Workflow: Log a Kixie Outcome to Send a Salesforce Email Template
- Salesforce Workflow: Auto-SMS and Auto-Call
- Setting up Salesforce for Kixie
- Setting up Salesforce for Call Dispositions
- Setting Up Salesforce for SMS Message Integration
- Removing CTI (Vonage, RingCentral, etc...) from SalesForce