Salesforce Integration Setup Guide

Hey there!

Sendoso allows you to Sync all sending activity to Salesforce via automatically logging all Activity and also adding recipients (Leads/Contacts) to a Salesforce Campaign for additional tracking purposes.

To get started, make sure you're logged in. If not, login to Sendoso here.

Next, on the navigation bar, select Integrations or click here to go directly to the Integrations page.  Find the Salesforce panel, and select "Learn More." 

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Next, follow the steps to install the Chrome Extension by selecting "Install it" or by clicking here. 

Then, select "Initiate the Integration." 

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Next, select "Sync Salesforce" to allow access for Sendoso to read/write in Salesforce via oauth. 

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Then, click allow to confirm Sendoso access. 

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Congrats! You are now synced to Salesforce.  The Sendoso Chrome extension will now be visible when you are viewing a lead or contact in Salesforce and you will be able to complete sends to your prospects! 

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Viewing User Salesforce Sync status

You can view all of your users and their salesforce sync statuses by navigating to the “Integrations” tab and clicking on Salesforce:

 

Click on “View All Users”:

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This will expose a pop up modal with all of your users and their sync status. You can search for a single user or choose to email all unsynced users at once:

 

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The email will remind users to sync their salesforce account with Sendoso and navigate them to the integrations page:

 

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Note: If you want to search your email for it, you can search for the subject line “Reminder to sync your Sendoso account to Salesforce"

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