Salespeak - Salesforce Integration

Integrating Salespeak with Salesforce is an easy task, and an important one.

Once the integration is complete, Salespeak can update Salesforce with all the information gathered in the conversations (including content and specific data items), and can also use information from Salesforce to make the conversations more intelligent.

We are using a standard OAuth integration to connect to Salesforce.

Steps to integrate Salespeak with Salesforce:

Click on “Integrations” on the left side menu to go to the integration hub and click on “Connect” in the Salesforce box

Enter your Salesforce login details and click “Login”

Select the object to connect (by default Salespeak is going to connect to the Lead Object
Map properties from Salespeak to the relevant fields in Salesforce (by default, First Name, Last Name, Company and email address are being mapped. You can map any information the brain extracts into fields in Salesforce.
Click Save to complete the integration

Salespeak Integration with Salesforce

Overview

This document outlines the integration process and functionalities of Salespeak with Salesforce. The integration primarily focuses on the Leads object in Salesforce, enhancing the capabilities of Salespeak in managing and utilizing customer data.

Integration Features

Using existing Salesforce leads: Salesepeak is capable of reading comprehensive information from the Salesforce leads object. This feature is particularly useful when a lead provides their email, enabling Salespeak to gather all relevant data from the lead record to enhance customer interactions.
leads object creation: In scenarios where a lead's lead information is not already present in Salesforce (identified via email), Salespeak takes a proactive step to create a new lead record. This record includes essential fields such as FirstName, LastName, Email, and Company, ensuring that the lead's information is captured accurately and comprehensively in Salesforce.
Conversation tracking: Following each chat session facilitated by Salespeak, the system automatically generates a “Call” record within Salesforce's Tasks object. This record includes a summary of the session information, providing a concise yet thorough overview of the interaction. This automation not only saves time but also ensures consistent and detailed record-keeping of customer interactions within Salesforce.
Custom Object Support: While our primary integration is with the leads object, Salespeak is flexible and can be configured to connect with other custom objects in Salesforce if required.
Custom properties: You can map any free text question into a dedicated field in salesforce. Go to the integration settings to edit the mapping.

Integration Process

Setting Up the Integration

Authorization: Ensure that Salespeak has the necessary permissions to access your Salesforce account.
Configuring Connection: Set up the connection between Salespeak and the Salesforce leads object. Specify any custom objects if needed.
Data Mapping: Define how data will be read from and written to Salesforce, ensuring that the correct fields are mapped for effective data transfer.

Operational Flow

Data Retrieval: Upon receiving a lead's email, Salespeak reads all relevant information from the Salesforce leads object.
Data Utilization: The retrieved information is used to enhance the conversation intelligence of Salespeak, making the interaction with the lead more informed and effective.
Data Update/Create: Post-interaction, Salespeak writes back essential details to Salesforce, either by updating an existing lead or creating a new one. It also updates the “Call” record with session specifics.

Security and Compliance

Salespeak adheres to strict security protocols to ensure that all data transferred between Salesforce and Salespeak remains secure and confidential. Salespeak is SOC2 compliant.

Support and Troubleshooting

For any issues or queries related to the integration, please lead support@salespeak.ai