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
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:
|
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.
Security & Privacy
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