Using the Salesforce Integration

Did you get the following popup when you tried to paste a link from Salesforce into Glip? Great news! That means that Glip’s Salesforce integration has been set up for you company. [Looking to set up the integration? Just click on the Integrations link in the left pane on Glip and look for the Salesforce entry. One of your company’s Salesforce admins will need to handle this.]

So what does it mean to share a Salesforce object? When you share a link, it will look like this, and your colleagues will have to click through to Salesforce to see any meaningful information about the lead, opportunity, whatever.

When you share an object, though, it looks like this.

In addition to the link, your colleagues will be able to click on the object’s name to see details displayed in the shelf (right pane).

The information displayed here is pulled in directly from Salesforce. The fields displayed are based on your company’s “compact layout” for the given object type, so you can control what information you see for each object type. The integration even supports custom objects!

Note that your colleagues will have to authenticate with Salesforce the first time they click on a shared object (or go to share one themselves). This ensures that we don’t display information from Salesforce for someone who doesn’t have the appropriate access to the given object.

When you, or one of your colleagues, is prompted to authenticate with Salesforce you'll see the standard Salesforce sign-in form.

If you typically use single sign-on (SSO) to access Salesforce, rather than signing in directly, you'll need to click the "Use Custom Domain" link at the bottom right. On the subsequent form, enter your company's Salesforce domain (e.g., acme.my.salesforce.com). If you don't know it, please ask one of your company's Salesforce admins.

Just like any other item shared on Glip (e.g., files, tasks, notes), you can post replies to a Salesforce object, search for them, mark them as favorites, etc. You’ll also notice a new Salesforce section added to your shelf so that you can quickly access recently shared Salesforce objects.

Have more questions? Submit a request

Comments

Powered by Zendesk