This out-of-the-box integration connects your Salesforce CRM with Daktela, keeping the CRM data you choose synchronised so agents can see relevant customer information without switching systems.
You map the Salesforce fields you want to synchronise to your Daktela CRM fields, giving your agents up-to-date customer data directly in the Daktela interface for more informed and efficient conversations.
Setup takes around 15-30 minutes. The process involves creating an External Client App in Salesforce (Setup > External Client App Manager) with OAuth and the Client Credentials Flow enabled, to generate a Consumer Key and Consumer Secret. If you are using Salesforce Lightning, you'll need to temporarily switch to Salesforce Classic to retrieve the correct URL.
These credentials are then used to authenticate the integration in the Daktela GUI under Manage > Integrations. Once connected, click Authorise, then map the required Salesforce fields to your Daktela CRM fields and click Activate.
