Aloware Support Center

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This collection provides comprehensive guides on how Aloware integrates with Salesforce.

Salesforce-Aloware integration

Install the Aloware package from Salesforce AppExchange to sync your account. Follow our guide for setup, access, and migration steps.

How to install the Salesforce package in Aloware

Aloware-Salesforce integration: Connection settings

Easily manage call & SMS logging in Salesforce with Aloware. Customize subjects, descriptions & mapping for clear, efficient records.

Salesforce-Aloware: Communication settings

Learn how to sync Salesforce leads and contacts with Aloware, set data flow rules, and run one-time pull or push operations.

Salesforce-Aloware integration: Sync settings guide

New Aloware package integration version in Salesforce

Learn how to connect Aloware with Salesforce, install the integration package, and configure essential communication and sync settings to get started smoothly.

Salesforce integration setup and configuration

Syncing users in Aloware-Salesforce integration

Salesforce-Aloware integration: Lead and Contacts simultaneous sync

Overview of Salesforce contact fields in Aloware, including default properties, ownership fields, and communication tracking.

Salesforce contact properties in Aloware

Sync Salesforce leads with Aloware using configurable field mappings, ownership controls, and bidirectional updates for accurate lead records.

Syncing and mapping Salesforce lead properties in Aloware

Configure Salesforce contact and lead property mapping in Aloware with customizable sync directions, field mappings, and ownership settings.

Salesforce-Aloware: Contact and Lead property mapping configuration

Salesforce-Aloware integration contact migration process

Importing and syncing Salesforce list views with Aloware

How to synchronize contact disposition status in Salesforce to Aloware

How to synchronize Salesforce status with Aloware answer type

Learn how Aloware and Salesforce account properties sync, including field types, categories, and directions for accurate data tracking.

Salesforce-Aloware integration: Account properties and field mapping

This section covers how Aloware syncs users, contacts, and leads with Salesforce. It includes guides on mapping properties, syncing list views, and aligning contact statuses across both platforms.

Salesforce user, contact, and lead synchronization

View Aloware call logs in Salesforce tasks with duration, direction, recordings, and full activity details automatically synced.

Aloware's call logging in Salesforce

Aloware's SMS/MMS logging in Salesforce

Learn how Aloware syncs Call Detail Records (CDR) and Message Detail Records (MDR) to Salesforce with default and custom field mapping.

Configuring Aloware CDR/MDR in Salesforce: Task/Activity Fields Mapping

Understanding activity settings in Salesforce-Aloware integration

Enable Aloware to log calls and SMS in both Salesforce Contacts and Opportunities by syncing records with the same primary phone number.

How to log calls and SMS in both Opportunities and Contacts in Salesforce

Explore how Aloware logs calls, SMS, and related activities inside Salesforce. These guides explain activity field mapping, call and message tracking, and multi-object logging options.

Salesforce call, SMS, and activity management

Integrating Aloware in-app dialer in Salesforce

How to use Aloware Talk2 dialer within Salesforce

Aloware power dialer & Salesforce popup view integration

Step-by-step guide to install and use Aloware SMS Messenger in Salesforce, including setup, usage, and troubleshooting tips.

How to set up and use Aloware SMS Messenger inside Salesforce

Setting up Aloware contact link in Salesforce

Using Aloware actions: Sending SMS/MMS in Salesforce Flows

Learn how to use Aloware’s in-app dialer, Talk2 Dialer, and SMS Messenger directly within Salesforce. You’ll also find setup guides for contact linking, Power Dialer integration, and automation through Salesforce Flows.

Salesforce dialer and messaging tools integration

Fixing account selector issues in Salesforce

Find solutions to common integration issues and best practices to maintain a stable connection between Aloware and Salesforce.

Troubleshooting and optimization

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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