Legacy Portal: Configuring Salesforce Integration

Legacy Portal: Configuring Salesforce Integration


The AVANSER Salesforce app provides AVANSER’s call tracking functionality directly within Salesforce. Calls and SMS to an AVANSER tracking number will be created within Salesforce and linked to any related Leads, Accounts, Contacts or Users by the calling/sending number. 

In order to configure this integration in the Legacy Portal - follow the steps below.

Navigate to the Salesforce Integration Page

1. Select the Cog menu 



2. Click on "Salesforce" under the "Integration" section



Creating or Editing Salesforce Routes

A Salesforce Route is used to push call data to your Salesforce CRM. The Route configures the way data is pushed to Salesforce CRM.
You can create a new Route by clicking the "Create New Route" button at the top of the page.


Or you can edit one of your existing routes by clicking the pencil icon in the summary table.


You can now create the route.


  1. Route: Type a name to describe what this configuration is designed to route.

  2. Host: Salesforce's customised hostname. If you don't have one you can just leave blank.
    The url must include "https://"

  3. Username: A valid Salesforce User's Username. The user must have CRUD access to AVANSER Custom Objects and Settings created by the AVANSER Salesforce's Package.

  4. Password: The Salesforce User's Password.

  5. Token: The Salesforce Security Token to enable the integration to communicate with your Salesforce AVANSER App.

  6. Create Leads: 
    1. YES: The Integration tries to match the caller to your CRM data and if a Contact is not found it creates a new lead.
    2. NO: No contact association or lead creation is performed.

  7. Push Period: Specifies the time between CDR and SMS push. Salesforce charges by API calls so if you receive a lot of calls you may want to set the Push Period higher to prevent additional charges. 

Checking Route Credentials

You can check if the Salesforce Credentials provided are correct by clicking on the check icon in the summary view.


The page will reload and a Success or Error message will be displayed in the bottom right corner of the page.

Success Example


Error Example

The message will also provide the error returned by the Salesforce CRM API.


Configuring Services for Push

Once you have created a route you can now assign the numbers you'd like to trigger for a Salesforce Data Push once a call is completed.
In order to do so, select the "connection" icon in the summary table.


The service configuration window will open.


  1. Clicking the  icon will enable the data push for the number. 
  2. Clicking the  icon will enable the data push for the number and, additionally, will setup a historical data push.
  3. You can also select multiple numbers using the checkbox  and using the bulk operation buttons at the top of the table.
For Mobile Numbers you can also enable SMS Push which is also the default configuration when adding a mobile number to the Salesforce Route.
Please Note: Historical data push when Lead Creation is enabled should be avoided. It may create a huge number of leads if you receive many calls.
We suggest creating the route with Lead Creation set to No and after the push is completed change the Lead Creation option to Yes.



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