About Aloware contact link
The Aloware Contact Link is a URL field that connects Salesforce records to their corresponding Aloware contacts. This field allows users to access a contact's complete Aloware profile directly from Salesforce with a single click.
Once configured, users can navigate between systems without manually searching for contacts, enabling direct access to communication history, call recordings, and other Aloware-specific information from within the Salesforce interface.
Steps in syncing the Aloware contact field in Salesforce and Aloware
Creating the Aloware contact link field
Create a URL custom field in Salesforce named Aloware Contact Link. For detailed instructions on creating custom fields in Salesforce, refer to Salesforce custom field documentation.
Mapping the Aloware contact link in integration settings
Access Aloware settings
Log into your Aloware admin account and click the settings button to access configuration options. This grants you access to the integration management interface where field mappings are configured.
Configure field mapping
Validate the integration
Troubleshooting
If your Aloware Contact Link isn't working properly, check these common issues:
Verify field-level security permissions are correctly set for relevant profiles in Salesforce.
Confirm the integration between Aloware and Salesforce is active and authenticated.
Ensure field mapping is properly saved with both systems communicating.
If the link appears but doesn't function, verify the URL format from Aloware contains the proper protocol (https://).