Connect my OneMob account to Salesforce


When you connect your OneMob account to Salesforce, OneMob Activities will be tracked to your Salesforce Leads and/or Contacts.

Table of Content
 

How to Connect to Salesforce
Before you begin, please make sure you are logged out of Salesforce.
 
  1. Login to OneMob
     
  2. Click on your username found in the menu bar (top right corner).
    • It will open up like so:

       
    • Note: Before the next step, make sure you are logged out of Salesforce
       
  3. Click on the "Connect Now" badge.
    • If successful, a popup should appear.
       
  4. Type in your Salesforce credentials

  • Once you have successfully connected, the "Connect Now" badge should be replaced with the following:

Benefits of Connecting
 
  • From OneMob...
     
    • Send a OneMob to your Salesforce Lead or Contact by searching directly from OneMob

       
    • When a new contact is created, we will automatically search your Salesforce Leads and Contacts. When a match is found, we will use the info already in Salesforce (name, company, etc.) 
       
  • From Salesforce...
     
    1. View Activity History
       
      • View a list of activities in the Lead or Contact Details page, generated real-time.
      • If you do not see the Activity History list, ask your Salesforce administrator to add it to the Page Layout.
         
    2. Leverage Reports
       
      • Create a report to manage and export crucial data.
         
  • And this is simply by connecting you account to Salesforce!

OneMob AppExchange Package (Installed by Salesforce Admin)
We also offer the OneMob AppExchange Package. You must be a Salesforce administrator to install the package. With it, you can:
 
  1. Send a OneMob from Salesforce
     
    • Send to individuals, or to a list of Salesforce Contacts or Leads.

       
  2. View OneMob Messages
     
    • View a list of all OneMobs sent to an individual, which displays all activities related to that specific OneMob.

Click here for more info about the Salesforce integration.

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