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 verify, disconnect, or re-authenticate Aloware and Salesforce accounts for secure access.
Two-way sync (contacts/ leads) - updates to contacts and leads in one platform automatically reflect in the other.
SMS/MMS and call logs - All interactions with Salesforce contacts and leads are recorded for reference.
Default and custom field mapping - Users can sync default and custom Salesforce fields to keep data consistent.
Steps for authenticating Salesforce in Aloware
To begin the integration process, you must have admin access in both Aloware and Salesforce.
In Aloware admin, navigate to the integration menu and click settings in the Salesforce card.
Click the Authenticate button.
Use the integration menu to configure account authentication by entering Salesforce credentials and click next.
Upon successful verification, you will receive a confirmation message indicating that the connection has been established, then click finish.
Manage connection status through options to verify, disconnect, or re-authenticate.
Check connection status and manage your authentication options easily within the integration menu.
Updating the latest version of the Aloware-Salesforce integration
After accessing the Salesforce integration settings menu in Aloware admin, re-authenticate and update to the latest version, ensuring all settings are finalized and saved to recognize changes across platforms.
Re-authentication and deactivation process
To re-authenticate or deactivate the integration, you have two options:
Access settings - navigate to the integration settings and click the re-authenticate button.
This will open the modal, where you can reconfigure authentication or deactivate the integration by clicking the red "Deactivate Integration" button.
Additionally, deactivation can also be done directly via Salesforce card switch. When you deactivate, the change will also apply to Aloware, ensuring that the integration is completely removed from both platforms.
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 extension.