Overview
Nooks users can take interact directly with SFDC Leads, Contacts and Opportunities by connecting their accounts to Salesforce.
Dial directly from Salesforce Reports
Connecting to Salesforce allows users to load Reports directly into the dialer.
This makes it super easy to run call blitzes, follow up with marketing leads and run prospecting workflows without needing to run prospects and tasks through your SEP (Outreach, Salesloft, etc)
Salesforce Fields on Prospect Cards
Managers can choose which fields from Salesforce display in the Dialer card views.
This is a great way to pull in useful info about prospects and accounts, such as Closed Lost Notes or recent campaign details.
It also simplifies keeping Salesforce up-to-date; just edit the field and it will be written back to Salesforce immediately
Requirements
Salesforce Versions
Access to the Salesforce API is required to use the Nooks integration.
Salesforce Editions with API Access
Enterprise Edition
Unlimited Edition
Developer Edition
Performance Edition
Salesforce Editions without API Access
Group Edition
Essentials Edition
Professional Edition (can be purchased as an add-on)
Who needs to connect to Salesforce?
Users must be individually connected in order to benefit from the Salesforce connection.
Field configuration is only available to users with the Manager role in Nooks.
Salesforce Permissions model
Setup Guide
Connecting to Salesforce
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Multi-Integration
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Single-Integration
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Resources
Troubleshooting & FAQ
Technical Details