How to enable and use the Salesforce integration
Like other integrations, you need to be an admin in order to enable the Salesforce integration.
The Salesforce integration allows you to display information about your leads and contacts in Front, and trigger automated actions with rules in Salesforce.
Go into your Settings and select API & Integrations. Click on Salesforce.
Turn the toggle on to enable Salesforce.
Click Link your Salesforce account if you'd like to use rules to perform automated actions in Salesforce.
Click Save to finish enabling the Salesforce integration.
You can now display information about your leads directly in Front. Open the right pane by clicking on the arrow located on the top right corner of your Front interface.
This panel will display:
- Contact or lead name, email and phone number
- Account information
- List of opportunities
- List of tasks for the contact
- History of previous activities and closed tasks for the contact
- List open cases
You can edit most fields by clicking on them. You can also bring the information of any contact/lead by clicking on Search at the top left corner.
If you click on Settings at the top right, you will be able to choose which attributes are visible.
Custom attributes (that are configured specifically for your Salesforce account) will appear as bold.
If you link your Salesforce account, new actions will appear in rules. Go into your Settings and select Rules to create a new rule. Select conditions (more information in Understanding rules) and select Send to Salesforce or Create lead in Salesforce as actions:
- Send to Salesforce will log the message as an activity in Salesforce. If the message was sent by a Front teammate that is a Salesforce user, they will become the owner of the activity. If no contact or lead can be found in Salesforce, no activity will be logged.
- Create lead in Salesforce will create a lead in Salesforce for the recipient of the email if it does not exist already.
Every time Front surfaces information from Salesforce or performs an action on your behalf, it makes API requests to Salesforce. Depending on your Salesforce plan, you might be subjected to an API quota: your organization is only allowed to make a certain number of API requests every day.
Our implementation tries to limit the number of Salesforce requests as much as possible. For example, the side panel will only make requests if it is actually visible: if another plugin is selected or if the panel is closed, Salesforce will become inactive. However, know that Salesforce rules will generate at least one request every time the rule triggers.
You can review the limitations on the Salesforce documentation.