Aloware-Salesforce integration features
The Aloware-Salesforce integration logs calls and SMS/MMS in Salesforce, including timestamps, outcomes, duration, and direction. Users can track communication history, access call recordings, and manage tasks for follow-ups.
Account authentication - admins can securely connect Aloware and Salesforce, verify credentials during setup, check connection status, disconnect, or re-authenticate accounts. Error messages guide users if authentication fails.
Two-way sync (contacts/ leads) - automatically update contacts and leads in Salesforce and Aloware. This seamless synchronization keeps your communication management accurate and up-to-date across both platforms.
SMS/MMS and call logs - logs calls and SMS/MMS in Salesforce with timestamps, outcomes, duration, and direction. Tracks communication history, call recordings, and follow-up tasks.
Default and custom field mapping - users can sync default and custom Salesforce fields to keep data consistent.
Users sync - keeps user data accurate and up-to-date across both platforms by matching and updating users via their IDs and email addresses, ensuring data integrity with minimal manual intervention.
Steps for authenticating Salesforce in Aloware
Prerequisites
You will need either the Salesforce Enterprise or Unlimited plan with the appropriate licenses as part of the Sales Cloud, Service Cloud, or Sales & Service Cloud editions.
The Salesforce integration is only available for xPro + AI plans with an AI-driven contact center plan.
You must be a system admin for both Aloware and Salesforce.
Admin requires access to a Trailblazer account for AppExchange.
Integration setup process
Initial Integration setup - go to Aloware integration settings and click on the Salesforce card settings.
Salesforce integration settings menu - in the integration menu, select the option to configure account authentication.
If this is your first time, follow these steps to install the package: Salesforce Authentication | Installing the Salesforce Package.
If you need to update the package, follow these steps: Salesforce Authentication | New Aloware Package Integration Version.
Authentication selection - after installing the package, select the authentication option (“Installed. Authenticate”), users are prompted to enter their Salesforce credentials. The system securely verifies the entered credentials and ask Allow Access?
Salesforce credentials page
Allow access
Success authentication - upon successful verification, you will receive a confirmation message indicating that the connection has been established.
How does this relate to our other tools?
As with other integrations, Salesforce is integrated with all of Aloware's main features, allowing created contacts to do:
Make calls in Aloware.
Send Messages (SMS/MMS) in Aloware.
Call Detail Record (CDR) and Message Detail Record (MDR) are saved in Aloware and sent and synchronized in Salesforce (tasks).
Click to call in Salesforce.