Salesforce users who have the proper smrtPhone account permissions can customize settings related to the integration between smrtPhone and your Salesforce CRM.
These settings, even if they were established when first set up the account, they are customizable at any point by the Account Owner by accessing the Dashboard > Admin Tab > Salesforce Setup.
Salesforce Setup Page
While accessing the Salesforce Setup Page you have control over resyncing your contacts, by using the green button Resync Contacts.
Autocomplete new tasks - Tasks created by new Leads will be automatically set as "Completed".
Relate Tasks to Opportunities - Tasks will be related to Opportunities instead of the Account or Contact. easing the search.
Customize basic SMS settings - to create leads for unknown calls/SMS
Determine Default Call Owner - you can set who is going to be the Default Call Owner for newly unassigned created Tasks
Moreover, in this window, you can also Change the Account Connection. This means that you can change the user that holds the account connection between the CRM (Salesforce) and the smrtPhone system. This user has to be an admin in your CRM.
We recommend that these fields be populated because allow the system to create call owners and get API keys.
Creating Lead Options:
The default setting is that all calls with contacts who are not in your CRM ("Unknown") create a lead record in your Salesforce, whether they are inbound or outbound. You can customize how this works, based on the smrtPhone number being used for the call.
The options include:
All calls to/from Unknown contacts create Lead records
Calls to only specific smrtPhone numbers create Lead records
Lead records are never created for communication with an Unknown contact
To create a lead record for all calls to all of your smrtPhone numbers, slide the toggle to "All Numbers" (this is the default.)
To create a lead record for calls only to specific smrtPhone numbers in your phone number portfolio, slide the toggle to "Specific." A field will appear where you can search and enter the smrtPhone numbers for which you would like to create lead records. Any number left off of this list will not create a lead record.
To never automatically create a lead for an inbound call from an Unknown number, slide the toggle to "Specific" and then leave the phone number field empty.
To create a lead record for outbound calls made to any number that is not currently in your contacts, slide the Toggle to "All Numbers" (this is the default.)
To create a lead record only for calls made from certain smrtPhone Caller IDs, slide the toggle to "Specific." In the newly-appeared field, enter the smrtPhone Caller IDs for which you'd like to create leads when you dial a number that is not in your current contacts. Any smrtPhone Caller ID left off of this list will not create a lead record when dialing an Unknown contact.
To never automatically create a lead for outbound calls to Unknown contacts, slide the toggle to "Specific" but then leave the Caller ID field empty.
For example: your smrtPhone numbers used for Sales can be set to always create a new lead for both inbound and outbound communication involving a number that is not currently in your contacts, while the smrtPhone number given to your vendors can be excluded from ever creating a lead record.
Customize Call Statuses / dispositions
You can customize, delete or add up to 10 personalized call dispositions for your Incoming and Outgoing communication via smrtPhone.
You can simply edit this in the Setup Page for:
You can add one of these statuses that you configured for your account for all your Incoming calls. You can add up to 10 statuses.
All Outgoing calls can be marked with one of these custom statuses that you personalized here. Like in the Inbound Dispositions case, you can add up to 10 call statuses.
Learn more about creating customized Call Dispositions by reading this article here: Create custom call dispositions in smrtPhone >>
View integration logs
See errors and issues that might occur related to smrtPhone attempting to push information into Salesforce.
Salesforce Errors (if any) are listed here for you to help identify issues with the Salesforce setup that affect the smrtPhone integration. We list these errors for you to better understand and identify what could have been missed or wrong with a call/text message due to automation in your system.
If you have any concerns about Salesforce Errors, do not hesitate to call out your Development Team or reach out to our Support Team on Live Chat.