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This section of the user guide is focused on setting up and using the Salesforce two-way texting integration. To help you navigate the article we have broken it down into the following sections:

What is the Salesforce Integration?

The Salesforce integration allows clients to set up a connection between Salesforce and the Ocelot admin portal that allows contact lists to sync with Salesforce reports. Additionally, the integration allows SMS texts to be reported back to Salesforce. 


Who has access to the Salesforce Integration?

The Salesforce Integration feature is available to individuals with the following permissions within the Ocelot admin portal: 


Administrative

Standard

Limited

View Other Offices

Applications
View Contact Lists 

Use Contact Lists



For more information on user permissions, review the User Roles & Permissions article.


How do I set up the Salesforce Integration?


Complete the sales process


To initiate the sales process you can complete the steps below, or contact your CSM or sales representative you already have a relationship with.

  1. In the Ocelot Admin Portal, under Integrations, select Applications.
    1. On the Salesforce card, select Contact Sales.
    2. Complete the Contact Form and complete the sales process. Once complete. the Salesforce integration will be enabled.


Install the Ocelot App 

  1. Access the Ocelot App in Salesforce. 
    1. Go to https://login.salesforce.com/packagingSetupUI/ipLanding.app?apvId=04tHp000000mc8YIAQ.
    2. Select Install for All Users and then select Install.
    3. Accept to grant access to third-party websites and select Continue.
    4. Wait for the installation to finish. This may take a few minutes so you might be notified by email.

Create a Connected App (for Authentication)

  1. Create an Ocelot Integration user.

  2. Create a connected app
    1. Under App Manager, select New Connected App
    2. On the setup page, note the specific settings outlined below.

Obtain the Consumer Key and Secret

  1. In Salesforce, select the Setup tab, App Manager, and then ocelot_integration.
  2. Select Manage Consumer Details.
  3. Copy the Consumer Key and Consumer Secret. (These will be used later in the setup process.)
  4. Within the Ocelot Admin Portal, on the Applications page, on the Salesforce card select the Enable button.
    1. On the General tab, enter the Consumer Key, Consumer Secret, and the Salesforce Base URL. Select Save.
    2. If you would like to push interactions from the Ocelot Admin Portal to Salesforce, select the Interaction Push tab. 
      • The Interaction Push settings can be configured globally (default) authorizing all interactions to be pushed back to Salesforce or by office.

Enable Report Sharing

  1. In Salesforce, you will need to share the Ocelot folder with anyone who will need to add reports to the Ocelot Admin Portal.


Adding the Texting Widget


  1. Next, you will want to add the Texting Activity lightning widget to the contact, account, and lead pages.
    1. Go to a contact, account, or lead page. Under Settings, select Edit Object.
    2. Select the Page Layouts tab. Select Related Links and then select the Texting Activities option and drag it down into the list where you want it to be placed.
    3. Configure what fields to show in the widget. Select OK.
    4. Select Save to save changes.
    5. Verify the new widget appears on the page by going to the original contact, account, and lead page.
    6. Repeat these steps on the other account types (contact, account, lead)

How do I create a contact list using Salesforce?

  1. Within Salesforce, any report that is placed in the Ocelot folder will appear within the Ocelot App on the Contact Lists tab. 
    The name of the report will be used as the name of the contact list within the Ocelot Admin Portal. We recommend naming the report to represent the office and use case of the contact list. 

  2. Once the report appears on the Contact List tab, it needs to be mapped before it can be synced to the Ocelot Admin Portal. Reports that need to be mapped will have a red asterisk. To map the contact list, select the Map Attributes button. 
    1. Certain columns are pre-selected/pre-mapped. These selections are recommendations. They should be reviewed and confirmed before saving the mapping. all other non-mapped fields will still be uploaded to the contact list and can be used like any other non-required fields in an Ocelot contact list. 

      Once all mappings are complete, select Save.
  3. Once the contact list has been mapped, you can select sync now or Sync All Now lists. Schedule sync can be turned on or off per contact list. 
    1. Contact lists can be automatically scheduled to sync on the Settings tab. Only mapped contact lists will sync to the Ocelot Admin Portal. Select the Settings tab.
    2. From the Sync Frequency dropdown, select the frequency you would like the contact lists to sync with the Ocelot Admin Portal contact lists. 
  4. In the Ocelot Admin Portal, under Contact Management, select Contact Lists. 
    • Contact lists from Salesforce will be designated with a Salesforce label next to the contact list name. 
    • You can also verify when the contact list was last synced by the date and time in the Last Updated column.


For information on how to create a campaign using a contact list, review the Creating a Campaign article.


What if I want to modify the contact name with Salesforce? 

When you modify the name of a contact list within Salesforce, it's important to note that this does not change the contact list name within the Ocelot Admin Portal. 


The repercussions of renaming a contact list in Salesforce are twofold:

  1. Original Contact List: The original contact list is unchanged, and retains its existing name and contacts in the Ocelot Admin Portal. Any updates or modifications made to the contact list in Salesforce will not be synchronized with its counterpart in the Ocelot. 
  2. New Contact List: The newly renamed contact list in Salesforce becomes a separate entity within the Ocelot Admin Portal (a new contact list). Only the new contact list will get future updates from Salesforce. Therefore, it's important to manage and use the correct list in Ocelot to ensure that you are working with the most up-to-date information.



Where can I view SMS interactions within Salesforce? 


There are two places where you can see SMS interaction activity within Salesforce:

  1. Within the Ocelot App, select the Texting Activities tab.
  2. On the Contact/Leads/Account page,, there will be a Texting Activities section.