How to connect Salesforce.

What it does

• Your Salesforce contacts show up when you pick who to write to, marked from Salesforce.
• Opportunities help SnailReach suggest who deserves a letter.
• Letter events go back to Salesforce as activity on the contact: letter sent, seal broken (with a task to call within 10 minutes), reply, meeting booked, video watched and forwarded.

1. Install SnailReach in Salesforce

Salesforce only lets an outside app connect after your company's Salesforce admin installs it. It takes a minute and only happens once for the whole company. Not the Salesforce admin? Send these steps to whoever is.

1. Sign in to Salesforce as an admin, then open the SnailReach install link.
2. Choose Install for Admins Only and click Install. Salesforce notes that the package hasn't been through its AppExchange review. That's expected.
3. Wait for Installation Complete. SnailReach now shows under Installed Packages in Setup.

2. Connect it

1. Sign in to SnailReach as an admin and go to Settings, then Your setup.
2. Under CRM, on the Salesforce card, click Connect. If the button changes to Continue, click it once more.
3. A Salesforce window opens. Sign in, then click Allow. Salesforce shows a security warning on this screen for every outside app.

The first sync starts within a minute, and you can keep working while the rest comes in.

To see exactly what goes back, click What we log in Salesforce on the Salesforce card.

Good to know

• One CRM at a time. Connecting another one switches over from Salesforce.
• If the card ever says Needs attention, click Reconnect. It keeps every contact's link. Disconnect clears them, and connecting again later reads every contact again.
• Only an admin can connect or change the CRM. Everyone on the team gets the contacts.
• Letters sent before you connected stay out of Salesforce. Everything from now on goes in.
• Salesforce sandboxes can't connect yet. Use your production Salesforce.
• Getting an error when you click Allow? Check step 1 was done in the same Salesforce you sign in to.

Still stuck? Email support@snailreach.com with a screenshot and we'll sort it out with you.