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
- Login to OneMob
- If your company has activated Salesforce in OneMob then you will see a "Connect to Salesforce" badge on the bottom left of your screen in the menu bar.
- Click "Connect to Salesforce" for a popup to open with Salesforce login options. If you are already logged in to Salesforce in your browser then you may not see the popup at all.
- Enter your Salesforce username and password in the popup and click Log In
- The badge on the bottom left of your screen should now read "Salesforce is Connected".
Benefits of Connecting
- From OneMob...
- When adding recipients to a new email 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 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 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 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 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:
- 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.