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Search results for:salesforce

Sync your notes to Salesforce

Sync all your notes directly to the right fields in Salesforce… If you formatted your meeting notes in Demodesk, the formatting is also visible in Salesforce… Show me the Salesforce Integration 🤩

How to schedule out of Salesforce

Add a custom button or field to schedule directly out of Salesforce… Use Salesforce object information in the Demodesk Scheduler without the Salesforce redirect… You can hand use any Salesforce field to customize invites and use any Salesforce value to set up routing

How to integrate Salesforce with Demodesk

Integrate Demodesk with Salesforce to automate scheduling, preparation, call logging, and documentation… Salesforce integration requires a Salesforce Enterprise Lightning account or higher… ❗Salesforce Sandbox: To connect to Salesforce Sandbox, contact Demodesk support through the chat in the

Salesforce Integration settings in Demodesk

An overview over all settings when integrating Demodesk & Salesforce… My meetings are not synced to Salesforce, even though I have connected my Salesforce account This… Sync your meeting notes to Salesforce

Dialers

Import call recordings from your favorite dialers through HubSpot or Salesforce… Salesforce: Ensure that meeting details are logged in Salesforce as Task objects (this is the default… another dialer the integration will still likely work as the recording interface is standardized in Salesforce

Connecting Your CRM to Demodesk

Here’s how to connect your CRM. Whether you use Salesforce, HubSpot, or Pipedrive, and why it’s valuable for optimizing your workflow… Connect Salesforce Find Salesforce in the CRM options and click Connect… 1. Salesforce Integration

Troubleshooting and error handling: FAQs and solutions

Salesforce sync errors… Deal could not be created ii) Meeting could not be updated iii) Contact would not be updated Salesforce… The error message here is "error": "ENTITY_IS_DELETED: Einheit wurde gelöscht", which points to the Salesforce

Outreach integration

Troubleshooting for Salesforce and Outreach Integration… 3. Troubleshooting for Salesforce and Outreach Integration:… When set to active, Outreach and Demodesk both sync your meetings to Salesforce

Having multiple CRMs connected at once

When connected at the same time, the CRMs are prioritised in the following order: Salesforce > Pipedrive… HubSpot (e.g. you have Salesforce and Pipedrive connected at the same time, all this data will be… synced to the Salesforce after the meeting)

Demodesk Meeting for admins: Get started

In case you are using Salesforce as a CRM and have activated the Salesforce integration: 4… In case you are using Salesforce as a CRM and have activated the Salesforce integration: 5… Report data in Salesforce. Read our article on how to report data in Salesforce