Salesforce

Overview

The Kondo <> Salesforce integration allows you to

• Sync sent and received DMs to the Contacts activity timeline as Tasks
• Sync fields from Kondo such as labels, notes, and URL to Salesforce contact fields
• Add links to Salesforce contacts and other Salesforce fields on display in the Kondo side panel

Configuration

1. To connect Kondo to Salesforce, go to Settings -> Integrations -> Salesforce
2. Install the managed package
3. Connect to Salesforce
   1. If you don't have a sandbox instance or custom domain, leave the fields blank and click connect

1. Configure mapping for Kondo -> Salesforce

• • Toggle 'Enable sync to Salesforce' to turn the sync on.
  • We map records in Kondo to Salesforce records by using the contact's Profile URL as an identifier. Point Kondo to the field in Salesforce you store LinkedIn URLs in.
    • If a matching Profile URL is not found, Kondo will either not update anything or create a new contact, if you have 'Create contacts if not found' toggled on.
  • Toggle 'Sync messages' if you want to add DMs to the activity timeline. If you leave this toggled off, only fields will sync.
    • Note on message syncing:
      • New messages sent or received while Kondo is open will sync as completed Task objects in the Salesforce activity timeline. If you leave Kondo and return later, only the latest / newest message will sync
      • In addition, Kondo will create a field Kondo LinkedIn History with a long text area containing the entire chat history on the Salesforce contact record. This will update automatically whenever you step into a chat in Kondo
  • Edit optional field mapping below if you want to map other Kondo properties to your own Salesforce custom fields
  • Set 'Sync frequency'
    • Auto-sync labeled: trigger syncs only on labelled chats in Kondo (un-labelled chats in Kondo will never sync — use this for team members to not sync private messages)
    • Auto-sync all: trigger a sync whenever a new message is sent, received, label is added, etc for all chats
    • Manual only: only syncs when the sync button is clicked

1. Configure fields to pull from Salesforce -> Kondo
   • Kondo will display a link to the matching Salesforce contact in the right side panel by default. You can optionally add additional fields to pull from Salesforce contact records into the Kondo side panel.