This out-of-the-box integration automatically pulls Accounts, Contacts, and Leads from your Salesforce CRM into Daktela.
The sync is one-way (Salesforce → Daktela) and runs every 30 minutes. This provides your agents with the latest customer data directly in the Daktela interface, enabling more informed and efficient conversations without needing to switch systems.
Setup takes around 15-30 minutes. The process involves creating a 'Connected App' within your Salesforce account to generate a Consumer Key and Consumer Secret.
These credentials are then used to authenticate the integration in the Daktela GUI under Manage > Integrations. Once connected, you can configure which objects to sync and map the required data fields.
