How to Integrate FreJun with Salesforce CRM?

Integrating FreJun with Salesforce allows you to seamlessly sync your communication data with your Salesforce records, ensuring that all interactions are logged for future reference and analysis.

This document will guide you through the process of integrating FreJun with Salesforce, from setting up accounts to verifying the integration.

Prerequisites

Before proceeding with the integration, ensure that you have the following:

• A Salesforce account.
• A FreJun account.
• Basic knowledge of how to navigate both Salesforce and FreJun interfaces.
• The ability to install and configure apps in Salesforce (administrator access).

Setting Up FreJun Integration with Salesforce

Step 1: Create a FreJun Account

1. Visit the FreJun website and sign up for an account.
2. After registering, you will receive login credentials that will allow you to access the FreJun dashboard.

 

Step 2: Set Up Salesforce

1. Log into your Salesforce instance using your credentials.
2. Ensure that you have administrator privileges to configure the system and install external integrations.
3. Navigate to the AppExchange or use the Salesforce Setup page to search for the FreJun app.

Integrating FreJun with Salesforce

Connecting FreJun to Salesforce

1. In Salesforce, go to the AppExchange and search for the FreJun integration.
2. Install the FreJun app into your Salesforce instance. Follow the on-screen instructions.
3. Once installed, open the FreJun app from the Salesforce app menu.

Authentication Process

1. Upon opening the FreJun app, you will be prompted to authenticate your FreJun account.
2. Log in using your FreJun credentials.
3. Navigate to settings tab -> Integrations.
4. Click on salesforce connect button(Remember only super Admin can disconnect)

   

5. Salesforce will ask for the necessary permissions to link both systems. Click Allow to grant access.

 

And then you will be redirected back to integrations tab in frejun. After authentication, you will be able to configure FreJun to sync with specific Salesforce objects, such as contacts, leads, and opportunities.

Verifying the Integration

Outgoing Calls

1. For now our frejun dialer is only enabled or visible in Service Console and Sales App. Make a test call using FreJun. This is the window for the Service Console app. Any new contact or number you contact will be displayed here. If the contact already exists, it will appear under Leads in the Activity table, as shown in Step 4

 

1. After clicking on the relevant contact, it will take you to that particular contact window with its metadata.

 

1. You can initiate a call as soon as the dialer in front of number enable by simply clicking on it. It will pops up the dialer in utility component and even initiate call.

 

1. Any successful call will be created as a lead if there is already a contact for it in your Contact List.
2. If you click on any particular lead you will see the metadata for your call.

 

1. Ensure that the correct fields (e.g., call duration, date, and notes) are syncing properly.

Incoming Calls

When you receive an incoming call, the FreJun dialer utility will automatically pop up on your screen. This ensures that you can immediately interact with the call and link it to the correct Salesforce record (if one exists). The incoming call screen will display the caller’s details, such as name, phone number, and related information from Salesforce.

• Caller Identification: If the incoming number matches an existing contact or lead in Salesforce, the caller’s details will be shown on the dialer screen.
• New Calls: If the incoming call is from a number not yet saved in Salesforce, FreJun will display the number as “New Contact” with an option to save it as a lead or contact after the call ends.
• Seamless Integration: The call log will automatically sync with Salesforce, allowing you to track and update your records in real time.

 

 

 

Creating a Managed Package in Salesforce

As part of the process of developing a second-generation managed package (2GP), follow the steps below to create the package and configure the necessary components in Salesforce. This guide assumes you have already set up the PBO (Packaging Business Organization) and developed the package over it.

1. Create an Org Using the Environment Hub in the PBO

The first step in creating a managed package is to set up an organization in Salesforce using the Environment Hub in the PBO. This will serve as the environment for your managed package.

• Reference: Creating an Org using the Environment Hub

  

2. Create the Namespace in the Org

After creating the org from the Environment Hub, you need to set up a namespace. The namespace is a unique identifier for the package and ensures that your components don’t conflict with others.

• Reference: Creating a Namespace in the Org

3. Link the Namespace in the PBO Org

Once the namespace is created in the newly created org, you must link it to your PBO org. Ensure that the Dev Hub is enabled in the PBO before proceeding with this step.

• Reference: Linking the Namespace in the PBO Org

4. Create the Package Using the CLI

With the org and namespace linked, you can now create the package using Salesforce CLI (Command Line Interface). This step involves using the Salesforce DX tools to create the second-generation managed package.

• Reference: Creating the Package Using the CLI

5. Commands to create a managed package

https://developer.salesforce.com/docs/atlas.en-us.sfdx_cli_reference.meta/sfdx_cli_reference/cli_reference_package_commands_unified.htm

Salesforce Integration Setup Guide

This guide provides the necessary steps to configure Salesforce for integration with external systems. It focuses on setting up a call center, managing OAuth credentials, and enabling softphone functionality within Salesforce apps.

1. Setup Call Center and Users

Objective: Configure the call center and add users to facilitate integration.
Steps:

• Navigate to Setup in Salesforce.
• Find and configure the Call Center settings.
• Add required CTI Adapter URLs for integration.
• Add users to the call center by navigating to the user settings and assigning them as needed.
• Add the following CTI Adapter URLs:
  • • CTI Adapter URL 1: Your adapter URL
    • CTI Adapter URL 2: Use the same URL as above.

Manually add users to the call center by navigating to the user settings and assigning them as needed.

 

 

 

2. Add a Tab for OAuth Credentials

Objective: Establish a custom object tab to manage OAuth credentials.
Steps:

• Go to Setup.
• Navigate to the “Tabs” section.
• Create a new custom object tab for OAuth credentials.
• Select the appropriate object and save your changes.

 

 

3. Add Page Layout for OAuth Credentials

Objective: Create or modify the page layout for the OAuth credentials object to include necessary fields.
Steps:

• Navigate to Setup > Object Manager.
• Search for the OAuth credentials object.
• Open the object and select the Page Layouts option.
• Create a new layout or edit an existing one.
• Add required fields.
• Save your changes.

 

 

 

 

4. Manually Add Values to OAuth Credentials

Objective: Populate the fields in the OAuth credentials object.
Steps:

• Access the App Launcher in Salesforce.
• Search for and open OAuth Credentials.
• Create a new record and input the necessary values for the credentials
• Save the record.

 

 

 

 

 

 

5. Set Up OpenCTI Softphone

Objective: Enable the OpenCTI softphone for making calls directly within Salesforce.
Steps:

• Go to Setup > App Manager.
• Select the app where you want to enable the calling functionality.
• Edit the app settings and navigate to Utility Items.
• Add OpenCTI Softphone as a new utility item.
• Configure the softphone to start automatically.
• Save the changes.

 

 

 

 

6. Initiate Calling

Objective: Verify integration and begin making calls.
Steps:

• Open the configured Salesforce app (e.g., Service Console).
• Find the phone icon in the Utility Bar.
• Click the icon to access the calling screen and start making calls.

 

 

 

 

 

Conclusion

Integrating FreJun with Salesforce CRM is a seamless process that can enhance your team’s productivity and streamline your communication workflows. By following these simple steps, you can unlock a more efficient way to manage calls, track interactions, and improve customer engagement directly within Salesforce. With this integration in place, your organization is set up for better collaboration, improved data accuracy, and a more connected customer experience. Take the leap today and transform how you handle communication with FreJun and Salesforce working hand-in-hand!