Salesforce Integration

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Connect FoneSwift with Salesforce

Turn Every Call into Salesforce Intelligence

Seamlessly integrate FoneSwift with Salesforce to automatically log calls, sync contacts, and close deals faster. Make calls, send SMS, and access customer data without leaving your CRM.

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Why Connect FoneSwift with This Platform?

Unlock powerful automation and insights

Click-to-Call from Salesforce
Make calls directly from any Salesforce record with one click. No need to switch between applications.
Automatic Call Logging
Every call, voicemail, and SMS is automatically logged to the correct Salesforce record with full details.
Two-Way Contact Sync
Keep contacts, leads, and accounts synchronized bidirectionally in real-time between both systems.
Advanced Call Analytics
View call metrics, recordings, and transcripts directly within Salesforce dashboards and reports.
Workflow Automation
Trigger Salesforce workflows, tasks, and notifications based on call outcomes and activities.
Screen Pop on Incoming Calls
Automatically display caller information and history when receiving inbound calls.

How to Set Up

Follow these simple steps to connect your accounts

Estimated setup time: 15-20 minutes

1
Install FoneSwift App from AppExchange
Find and install the FoneSwift managed package from Salesforce AppExchange
  • Go to Salesforce AppExchange and search for "FoneSwift"
  • Click "Get It Now" and select your Salesforce org
  • Follow the installation wizard and accept permissions
  • Choose installation for Admins Only or All Users
2
Connect Your FoneSwift Account
Authorize FoneSwift to access your Salesforce data securely
  • Navigate to FoneSwift Settings in Salesforce
  • Click "Connect to FoneSwift" button
  • Log in with your FoneSwift credentials
  • Authorize the connection and grant required permissions
3
Configure Field Mapping
Map FoneSwift call data to your Salesforce custom fields
  • Go to FoneSwift Integration Settings
  • Configure which fields should sync between systems
  • Map custom fields for call duration, outcome, recording URL
  • Set up activity logging preferences
4
Set Up User Permissions
Assign FoneSwift permissions to your Salesforce users
  • Navigate to Salesforce Setup → Users
  • Assign FoneSwift permission sets to users
  • Configure calling permissions and features per user
  • Test the integration with a sample call
5
Enable Click-to-Call
Add FoneSwift calling buttons to your Salesforce layouts
  • Go to Setup → Object Manager
  • Edit page layouts for Leads, Contacts, Accounts
  • Add FoneSwift Click-to-Call component to layouts
  • Save and activate the updated layouts

Complete Feature Set

Everything you need for powerful CRM calling

Click-to-call from any Salesforce record
Automatic call logging with full details
Real-time contact synchronization
Call recordings attached to records
Screen pop for incoming calls
Call disposition tracking
SMS messaging from Salesforce
Voicemail transcription and logging
Custom field mapping
Workflow and process builder integration
Salesforce reports and dashboards
Multi-user support with role-based access

Real-World Use Cases

See how teams are using this integration

Sales Teams
Empower your sales reps to make more calls and close deals faster

"Our SDR team increased call volume by 40% after implementing click-to-call. Every call is automatically logged, so reps spend more time selling and less time on admin work."

Customer Support
Provide better support with complete customer context and history

"When a customer calls, our support agents immediately see their account history, open cases, and previous interactions. This has reduced our average handle time by 25%."

Account Management
Keep detailed records of all client communications for relationship building

"Our account managers love having every client conversation logged automatically. They can easily review past discussions before renewal calls, leading to higher retention."

Frequently Asked Questions

Which Salesforce editions are supported?
FoneSwift integrates with Salesforce Professional, Enterprise, Unlimited, and Performance editions. Some features require Enterprise or higher.
How are calls logged in Salesforce?
Calls are logged as Activities (Tasks) and automatically related to the corresponding Lead, Contact, or Account. Call details include duration, outcome, recording URL, and transcription.
Can I make calls from Salesforce Mobile?
Yes! The FoneSwift integration works on both desktop and the Salesforce mobile app, allowing you to make and log calls from anywhere.
Is there a cost for the Salesforce integration?
The Salesforce integration is included free with all FoneSwift plans. Standard FoneSwift calling rates apply.
Can I sync custom Salesforce fields?
Absolutely. You can map FoneSwift call data to any standard or custom Salesforce fields through our flexible field mapping interface.
Does the integration work with Salesforce Lightning?
Yes, FoneSwift is fully compatible with both Salesforce Classic and Lightning Experience. We recommend Lightning for the best experience.

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Ready to Connect Salesforce with FoneSwift?

Join thousands of sales teams who have transformed their calling workflows with our Salesforce integration

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