Configure Sales Activity Logging to Salesforce

Last update: 2023-09-22
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Learn how to configure and log Sales Insight Actions activities to your Salesforce account.

 Transcript

In this video, we’ll show you how to configure Sales Insight Actions to log email and call data to Salesforce. If you’re a sales manager in sales operations or marketing operations and looking to see how you can log more sales data to Salesforce to help increase visibility across your customer-facing teams and enrich your reporting, then this video will be useful for you. You’ll need to have admin access to the Sales Insight Actions web app in order to configure these settings. Let’s get started. After navigating to the Sales Insight Actions web app, you’ll want to go to the Settings sections by clicking on the top-right corner and then clicking Settings. From here, under the Admin Setting sections, navigate to the Salesforce section. On the first page, you can check if you’re already connected to your Salesforce account under the Your Salesforce Connection card. Having a Salesforce connection will be a prerequisite to configuring these settings. From here, click on the Sync Settings tab, which is where we’ll begin configuring your Salesforce activity logging settings. On the left-hand side of this page, you’ll notice that there are two cards. One is Your Sync Settings and the other is Team-Wide Sync Settings. Your Sync Settings will allow you to configure your activity logging sync settings for your individual user, while your Team-Wide Sync Settings allows you, as an admin, to configure the sync settings for everybody on your instance. We highly recommend using Team-Wide Sync Settings because it will streamline onboarding for your sales users by allowing them to automatically adopt the sync settings you have set up here and not have to set them up themselves. First, to get started, I’ll click the Apply Settings to All Users toggle, which will then reveal some more configuration options. In the first section, Log Email Activity to Salesforce, I can click the chevron to reveal more options, and then I can enable Log Email Activity to Salesforce via API. This toggle will actually enable both email and call logging. Next, I can go through some of the sub-options below to configure how emails will log to Salesforce. In the first section, I can decide what Salesforce record types emails will log to. I can select from contacts, leads, and opportunities. Accounts is not listed here because, due to the relationship between contacts and accounts, if an email is logged to contact, it will also be logged to the associated account. Next, I can decide how I want to handle logging if duplicate records exist. Sales Insight Actions will use the Salesforce ID to look up a record to log an activity, but, if no Salesforce ID is found, then we’ll use email address, in which case, a duplicate record could exist. The options here to select from will include log to all records, oldest records, or most activity. Right now, I’ll select all records. Next, you can decide if you want to create an unassigned task if no record is found. For my setup, I know that my sales users are only engaging with leads and contacts that already exist in Salesforce, so I’m going to leave this unchecked. After this, we have some additional fields that are available on the contact, lead, opportunity, and account records for logging data related to your sales activities. These fields are installed as part of the new Sales Insight package and can be added to these different page layouts. The fields include current campaign, last activity, last engagement, and last replied. These fields can add more context to the contact, lead, opportunity, and account record about ongoing sales activity, and they can also be applied to reports to filter and sort on the last day sales engaged with the lead or contact. It can also be used to filter on leads and contacts or accounts that are or are not currently on a sales campaign. The last setting in this box is to enable reply logging. If you’re connected to Gmail or Outlook, Sales Insight Actions will track replies to any emails your sales team sends out. These replies that are tracked from customers and leads can be logged to Salesforce by enabling this setting. Once you have everything configured here, click the Save button to save those settings. Next, we’ll go to Sync Sales Tasks/Reminders to Salesforce Tasks. Tasks can be generated as one-off reminder task from sales reps. It can also be generated from your sales campaigns that are running. What you can decide here is if you’d like to sync those same open tasks in Sales Insight Actions as tasks in Salesforce. Going to the bottom first, you can select to not sync tasks if you like, or you have two options for syncing tasks above. The difference is how skipped tasks are handled. Skipped is a concept that exists in Sales Insight Actions but doesn’t exist in Salesforce, so the system needs to know how to handle tasks when a task is skipped. We recommend selecting delete task if it’s skipped. This is to avoid tasks that weren’t completed and that were marked as skipped from appearing in your Salesforce reports. With all of these settings configured, you’ve now enabled all of your sales team’s activities to log as native activities in Salesforce to provide greater visibility to your team and enrich your reporting in Salesforce. -

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