Available In Beta: Automatically Log Google Voice Calls Made To Salesforce Contacts

What’s changing

Launching successful beta, we’re introducing an integration betwixt Google Voice and Salesforce that makes it easier to way specifications of calls made successful Voice. When enabled:

Salesforce contacts will beryllium displayed successful Google Voice.
Google Voice calls will now beryllium logged to immoderate matching Salesforce contact.

Salesforce contacts are denoted pinch nan Salesforce logo.

Who’s impacted

Admins and extremity users

Why you’d usage it

This integration helps amended visibility crossed nan various stakeholders that trust connected Salesforce arsenic a cardinal instrumentality successful their workflow. When enabled, Google Voice calls will beryllium automatically logged successful Salesforce, ensuring that location is simply a grounds of that relationship for each to see. Additionally, you tin jump from Google Voice to nan Salesforce telephone log to adhd notes and much context. This helps destruct nan request for users to move betwixt aggregate applications and manual grounds keeping, and make it easier for different squad members to spot nan latest activity successful Salesforce.

Getting started

Admins:

Eligible Google Workspace admins tin request entree to nan beta utilizing this sign-up form.
This characteristic will beryllium OFF by default and tin beryllium enabled astatine nan Organizational Unit (OU) level. Visit nan Help Center to study much astir integrating CRM pinch Salesforce.

To move connected nan Google Voice and Salesforce integration, navigate to Apps > Google Workspace > Google Voice > Policies > Salesforce integration

You’ll past beryllium directed to nan Google Voice and Salesforce relationship page to complete nan set-up.

End users: You’ll spot banners successful Google Voice connected web and mobile erstwhile this integration is enabled by your admin.

Banners wrong nan Voice app will bespeak erstwhile Salesforce has been integrated.

After you make a Voice Call to a Salesforce interaction from either our web aliases mobile app, you will beryllium notified that nan telephone is logged to Salesforce successful nan telephone log.

You’ll spot erstwhile a telephone has been logged to Salesforce — you tin click connected this notification to unfastened Salesforce.

Logged calls wrong nan Salesforce UI.

To make nan astir retired of nan integration, we urge that you install nan Google Voice Chrome Extension.

Rollout pace

We will beryllium accepting beta applications for this characteristic complete nan adjacent respective weeks. You tin expect to perceive backmost connected nan position of your beta exertion successful astir 2-3 business days.