About our Salesforce Integration

  • Updated

Note: This video is outdated but still presents the integration of OneMob within Salesforce! Platform design may vary.

Welcome! This document is dedicated to help you become familiar with OneMob's Salesforce integration.

Navigations

OneMob in Salesforce
The OneMob integration with Salesforce works within the following Salesforce tabs: Leads, Contacts, Accounts, Opportunities, and Cases. In these tabs, you will have access to Activity History list, OneMob Messages list, and the Send OneMob button.

Certain features require the Salesforce AppExchange Packages to be installed. Ask your Salesforce admin to install the following packages: AppExchange Package Installation (Lightning or Classic) & AppExchange Package Post-Installation (Lightning or Classic)

  • Activity History and OneMob Messages

    Activity History and OneMob Messages is present throughout all five tabs. All activities can be viewed in the Detail page > Related lists.
     

Difference between Activity History and OneMob Messages
  • Activity History will report individual OneMob activities. The subject line will display which OneMob and what activity, and the date and time of the activity can be shown in their respective columns.
  • OneMob Messages will display a list of OneMobs instead of their activities. By clicking on a single OneMob, you can view all the associated activities on one page (Requires AppExchange Package installation [Lightning or Classic]).
  • Think of it this way: Activity History is a real-time log of all activities. OneMob Messages is a summary of all activities for each OneMob sent.
     
  • The type of activities are: Email Opened, Email Sent, Link Created, Link Sent, Page Viewed, Responded, and Button Clicked.

  • Send OneMob Button

    (Requires AppExchange Package installation [Lightning or Classic])
     

    • Send OneMob via Leads & Contacts

      Sending a OneMob via Leads or Contacts are either to a single individual (one-to-one), or to several people at once (one-to-many).
       
      • To send a OneMob to a single individual (one-to-one), click on the Lead or Contact (to view their Detail page) and click on the Send OneMob button. You will be taken to the OneMob email composer, similar to the one in the Web App (go to "How do I send an email that includes content?").
        • If you do not see the Send OneMob button near the "edit", "delete", etc. buttons, contact your Salesforce administrator.
      • To send a OneMob to several people at once (one-to-many), view your Leads or Contacts in a list (click “Go!” next to “Edit | Create New View” from the Leads or Contacts page). Select one or more Lead or Contact, then click Send OneMob.
      • If you would like to learn more about the email composer, see Quick Send Emails from Library for reference.

        **Note: The only difference when sending an email from Salesforce is you will need to click the Add Content drop-down in the menu to the right. Add content from your OneMob Library, upload a document or image from your device, or use a created page. View either of the articles mentioned above for more detailed information about the email composer. This note also applies to "Send OneMob via Accounts, Opportunities, and Cases" below.**
         

    • Send OneMob via Accounts, Opportunities, and Cases

      When you click Send OneMob via Accounts, Opportunities, or Cases, you do not have the option to send a mass OneMob. For Accounts and Opportunities, a single OneMob is sent to the contact assigned as the Primary. You can check who the Primary is under Contact Roles. Your primary should be your go-to contact for that Account and/or Opportunity.
       
      • If there isn’t a Primary listed, add a contact to the Contact Roles by clicking “New”, or assign a pre-existing contact as a Primary by clicking “Edit”.
      • If you do not see Contact Roles amongst your Related lists, please contact your Salesforce administrator and ask them to add it in.
      • For Cases, you do not need to assign a Primary. Your Case should list a specific contact that is addressing the issue. The Send OneMob button will use the Contact Email listed in the Case Detail.

  • Reports & Dashboard

    Other than the Activity History and OneMob Messages lists, you can also take advantage of OneMob’s Reports & Dashboard. By looking under the Reports and Dashboard tabs, you can review the infographic summaries of all activities from your organization. If you need any help setting up a report or dashboard, reach the OneMob support team here. 

This covers all the OneMob features within Salesforce. If you have any questions find out how to reach the OneMob support team here!

Related articles