Note: Starting at :36 you no longer need to go to Settings to track to opportunity. Simply input the opportunity within the Opportunity/ID field that will be below the Subject line for Emails and below the Link name for Links.
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
#1-4 are for Admins only
- Login to OneMob
- Go to the Account Settings tab in the Admin Panel
- Alternatively, click on the profile image or icon in the top right corner and click Account Settings.
- Click Integrations
- Under the CRM click Connect, then wait for a popup to open with Salesforce login options.
Note: If you are already logged in to Salesforce in your browser then you may not see the popup at all. Simply wait for Step 5 to appear if this is the case.
- Enter your Salesforce username and password in the popup and click Log In
- The button on the bottom of your screen should now read Connected.
Benefits of Connecting
- From OneMob...
- When adding recipients to a new email (or link) in OneMob we will automatically check Salesforce for a matching Lead or Contact with the same email address. If a match is found then all activity associated with that email (or link) and page of content will track to the respective Lead or Contact in Salesforce.
- 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.)
- When adding recipients to a new email (or link) in OneMob we will automatically check Salesforce for a matching Lead or Contact with the same email address. If a match is found then all activity associated with that email (or link) and page of content will track to the respective Lead or Contact in Salesforce.
- From Salesforce...
- 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.
- Leverage Reports
- Create a report to manage and export crucial data.
- View Activity History
And this is simply by connecting your OneMob account to Salesforce!
OneMob AppExchange Package (Installed by Salesforce Admin)
We also offer the OneMob AppExchange Package (Lightning or Classic). You must be a Salesforce administrator to install the package. With it, you can:
- Send a OneMob from Salesforce
- Send to individuals, or to a list of Salesforce Contacts or Leads.
- Send to individuals, or to a list of Salesforce Contacts or Leads.
- 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.
Still have questions about Salesforce or other features within OneMob? Click here to reach the OneMob support team!