There are 2 ways to integrate OneMob with Salesforce. In this article, we'll go through each one.
Note: only OneMob customers on the Enterprise plan can use the Salesforce Integration.
Part 1: OneMob Integration via OAuth
This is the first path we recommend is using our OAuth integration because you do not need to install anything into Salesforce.
This video provides an overview of the part 1 integration. To connect your OneMob account to Salesforce, follow these steps:
- Go to Integrations
- Select Salesforce from the CRM dropdown
- Click Connect and enter your Salesforce credentials
Once you connect your OneMob account to Salesforce, you open up 3 capabilities.
1) You can import contacts directly from Salesforce Lead or Contact List Views into OneMob.
- Click on Contacts
- Click on Import from SF
- Select Contacts or Leads
- Type in the name of a List View (this must be created in Salesforce first - instructions here)
- Optional: click Add to group if you want to add the Leads/Contacts into an existing OneMob group
Benefit: This allows to quickly import a list of Leads/Contacts into OneMob so you can perform a mass email campaign to all of them.
2) You can link a OneMob Campaign Direct link with a Salesforce Opportunity
- Open a specific Campaign
- Click Share
- Select Direct link
- Search for an open Opportunity
- Click Create Link
Benefit: When you tie an Opportunity to a Campaign link, then all the link engagement will be tracked back to the related Opportunity in Salesforce. This allows you to track revenue impact against your OneMob Campaigns.
3) You can track a OneMob email back to the related Salesforce Lead or Contact
- Open a specific Campaign
- Click Share
- Select Email
- Type in a contact or contact group
- Click Send now
Benefit: When you connect to Salesforce and send an email, OneMob will search for all the recipients back in Salesforce and all the email engagement will be tracked back to the related Lead or Contact in Salesforce. This ensures your Salesforce customer data is up to date.
Part 2: OneMob Integration via the AppExchange Package
This is the second path we recommend if you want to deepen your integration with Salesforce and make you users more productive.
This video provides an overview of the part 2 integration. To use OneMob inside Salesforce, you will need to install and configure the OneMob AppExchange package. Ask your Salesforce admin to install the following packages: AppExchange Package Installation (Lightning or Classic) & AppExchange Package Post-Installation (Lightning or Classic)
After you successful install and configure the OneMob AppExchange package, you open up 3 capabilities:
1) There will be a OneMob tab installed so you can access the entire OneMob web app inside Salesforce
Benefit: Your users will be more productive since they'll never have to leave Salesforce to access and use OneMob.
2) You will be able to add the Send OneMob button to the following:
- Lead Detail and List View
- Contact Detail and List View
- Account Detail View
- Opportunity Detail and List View
When you click the Send OneMob button, you will be able to send a OneMob campaign to the related record(s). If you send from an Account or Opportunity, OneMob will use the primary contact or the last modified contact as the recipient.
Benefit: Your users will be more efficient since they can send a OneMob campaign within Salesforce either 1:1 or 1:M, and all of the engagement data will be tracked back to the related Lead, Contact, Account and/or Opportunity.
Note: when sending a OneMob from the Lead, Contact or Opportunity list view, you can only select up to 25 records.
3) You will be able to create custom reports and dashboards that show OneMob attribution and revenue impact
- In Salesforce, create a Report
- Report Category = Activities
- Report Type = Activities with Opportunities (or Leads, Contacts or Accounts)
- Select Filters
- Show Me = All or My
- Show = Completed Activities
- Add the Subject field as a filter
- Subject = starts with "onemob"
- Set desired date
- Click Save & Run
Benefit: Discover your ROI (Return on Investment) by seeing which Leads, Contacts, Accounts and Opportunities are being influenced by OneMob.
This covers all the OneMob features within Salesforce. If you have any questions find out how to reach the OneMob support team here!