With Ciara and Salesforce working together, you will reach a new level of productivity. Instead of having to type up your notes in Salesforce after each and every call, you can automatically push your notes to Salesforce with one click.

Lightning Version

Part 1 - Create Ciara Button in Salesforce

  1. In your Salesforce account, go to "Setup" and click "Object Manager"
  2. Select "Contact" / "Leads" / "Opportunities" / "Cases" (depending on where you want to integrate the Ciara button and save your call notes) from the list in the left menu bar
  3. In the left menu bar, click "Buttons, Links, and Actions"
  4. Select the "New button or link" button on the top right
  5. Fill in "Label" and "Name"
  6. Select Display Type "Detail Page Button"
  7. Select Behavior "Display in new window"
  8. Select Content Source "URL"
  9. Add the Ciara/Salesforce Integration Link to the text field

When connecting with "Contacts"

https://app.getciara.com/salesforce/new?source=salesforce&external_id=salesforce-contact-{!Contact.Id}-{!$Organization.Id}&firstname={!Contact.FirstName}&lastname={!Contact.LastName}&user_id={!$User.Id}

When connecting with "Leads"

https://app.getciara.com/salesforce/new?source=salesforce&external_id=salesforce-lead-{!Lead.Id}-{!$Organization.Id}&firstname={!Lead.FirstName}&lastname={!Lead.LastName}&user_id={!$User.Id}

When connecting with "Opportunities"

https://app.getciara.com/salesforce/new?source=salesforce&object=opportunity&external_id={!Opportunity.Id}&org_id={!$Organization.Id}&user_id={!$User.Id}&name={!Opportunity.Name}

When connecting with "Cases"

https://app.getciara.com/salesforce/new?source=salesforce&object=case&external_id={!Case.Id}&org_id={!$Organization.Id}&user_id={!$User.Id}&name={!Case.Name}

Part 2 - Setup Page Layout

  1. In the left menu bar, click "Page Layouts"
  2. Select Contact Layout "Mobile & Lightning Actions"
  3. Select the "Start Ciara" Button and move it to the yellow "Salesforce Mobile and Lightning Experience Actions" box via drag & drop
  4. Save

That's it! Now you're ready to go and can start calls with Ciara directly from your Salesforce account and push your notes into the CRM.

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Please reach out to help@getciara.com if you have any troubles connecting Ciara with your Salesforce account.

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