SFDC Integration

 

The Kronologic Active Scheduling platform requires contact information and optional timing events to deliver the value of meeting automation. Salesforce is common source of this contact & timing event data, and with Salesforce APIs Kronologic is able to import contact information and action on any field associated with a SDFC lead object within an average of 2.5 minutes of the associated timing event. Because the modern sales-stack requires a more powerful  integration than simple record import. Kronologic maintains a 6 function integration. 

 

6 ways Kronologic Integrates with Salesforce

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  1. Import contact information from a SFDC lead object. 
  2. Activate Kronologic contacts from timing events represented as a field changes in SFDC.
  3. Update a Salesforce record when an instance status change occurs to a related Kronologic contact.
  4. Update lead owners in SFDC when Kronologic completes lead routing. (Beta)
  5. Salesforce can tell Kronologic to deactivate a contact on a field change associated with that lead in SFDC.
  6. Update a lead record with email & invite attempts using a BCC address associated a SFDCinstance or SFDC user. (Beta)

 

Using Channels

4 of the 6 Integrations listed above are managed though Channels. There are 3 types of channels that work with Salesforce. Import, Intercept, & Update. Check out our documentation on Channels.

 

Authentication

Authentication Oauth2 Endpoint

https://login.salesforce.com/services/oauth2/authorize

 

Access Scopes

full

refresh_token

 

 


API Calls

Type

Method

Details

info

user_info

Retrieves users email and name

query

query: SELECT Id FROM User WHERE email =

Retrieves identifier for a user

query

query: SELECT Id FROM Lead WHERE email =

Retrieves identifier for a lead

update

update: 'Lead', data

Updates owner identifier where data:

data = { Id: lead.Id, OwnerId: owner.id, <lead defined fields>}

query

query: SELECT <fields> FROM Lead WHERE LastModifiedDate >=

Retrieves lead data where the fields 

are either all or a subset of:

  • Id
  • Email
  • OwnerId
  • LastModifiedDate
  • <lead defined fields>

info

describe: "Lead"

Retrieves all lead defined

 

API Call Volume

Kronologic Checks Salesforce for record changes every 5 minutes. 

 

 

API Name vs Value

Kronologic depends on the API Name with utilizing custom field in Channel logic, because of this be sure to set any filter to respect what is defined in SFDC.

If the object isn' released  or managed, you can change the Objects API name by clicking Edit (Setup->Create->Objects) next to the Object: Then, simply type in a new name and hit save: It will probably warn you about making changes to names for existing integrations, assuming you're ok with that just ignore.

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