Integrate FreJun with Salesforce
1. Introduction
Integrating FreJun with Salesforce allows you to seamlessly sync your communication data with your Salesforce records, ensuring all interactions are logged for future reference and analysis.
This document will guide you through integrating FreJun with Salesforce, from setting up accounts to verifying the integration.
Features
- Click to call: Make calls from Salesforce with a single click. Just click on the call button next to the phone numbers in Salesforce. FreJun will take care of the rest.
- Call Records: All the incoming and outgoing calls get logged under the contact’s activity for easy access and review.
- Call insights: The user can add more information such as call reason and call outcome to each call.
- Daily call analytics: Managers receive Daily call reports and Analytics for training purposes.
2. Prerequisites
Before proceeding with the integration, ensure that you have the following:
- A Salesforce account.
- A FreJun account.
- Frejun extension is installed.
Note: Please note that the integration is organization-based, meaning that only the super admin needs to do it once, and it will be enabled for all the users under that organization.
3. Setting Up FreJun Integration with Salesforce
Step 1: Create a FreJun Account
[If you already have a frejun account, you can skip this step]
- Visit the FreJun website and sign up for an account.
- After registering, you will receive login credentials to access the FreJun dashboard.
4. Integrating FreJun with Salesforce
Authentication Process
- Navigate to the settings tab -> Integrations.
- Click on the Salesforce connect button (Remember, only super Admin can disconnect)
1. Salesforce will ask for permission to link both systems. Click Allow to grant access. (If you are not logged in to your Salesforce account, it will show the login screen, and you can do the same before allowing Frejun to connect with your Salesforce account.)
That is it; you are good to go now. Whenever you make a call from Frejun, it will be synced with Salesforce, too.
5. Chrome Extension
- Follow this link to install the frejun extension.
- Log in to the extension using your frejun credentials.
- Once done, a Click-To-Call button will be added to every number on any web page.
- You can use the same button to make calls directly from any page (here, it is Salesforce) without copying and pasting numbers into our dialer.
If you have any questions or queries, please get in touch with us at [email protected].
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