Salesforce

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Overview

• Sync sent and received DMs to the Contacts activity timeline as Tasks
• Sync fields from Kondo such as labels, notes, and URL to Salesforce contact fields
• Add links to Salesforce contacts and other Salesforce fields on display in the Kondo side panel

1. To connect Kondo to Salesforce, go to Settings -> Integrations -> Salesforce
2. Install the managed package
3. Connect to Salesforce
   1. If you don’t have a sandbox instance or custom domain, leave the fields blank and click connect
      
4. Configure mapping for Kondo -> Salesforce
   
   • We map records in Kondo to Salesforce records by using the contact’s LinkedIn URL as an identifier. Point Kondo to the field in Salesforce you store LinkedIn URLs in.
     • If a Matching LinkedIn URL is not found, Kondo will either not update anything or create a new contact, if you have the setting toggled on.
   • Toggle ‘Sync LinkedIn Messages’ if you want to add DMs to the activity timeline. If you leave this toggled off, only fields will sync.
     • Note on message syncing:
       • New messages sent or received while Kondo is open will sync as completed Task objects in the Salesforce activity timeline. If you leave Kondo and return later, only the latest / newest message will sync
       • In addition, Kondo will create a field Kondo LinkedIn History with a long text area containing the entire history of the conversation on the Salesforce contact record. This will update automatically whenever you step into a chat in Kondo
   • Edit optional field mapping below if you want to map other Kondo properties to your own Salesforce custom fields
   • Select sync frequency
     • Auto-sync all: trigger a sync whenever a new message is sent, received, label is added, etc for all conversations
     • Auto-sync labelled: trigger syncs only on labelled chats in Kondo (un-labelled chats in Kondo will never sync, use this for team members to not sync private messages
     • Manual: Only syncs when the sync button is clicked
5. Configure fields to pull from Salesforce -> Kondo
   • Kondo will display a link to the matching Salesforce contact in the right side panel by default. You can optionally add additional fields to pull from Salesforce contact records into the Kondo side panel.