How to Setup the Salesforce CRM Integrator

Please Note: To setup the Integrator, you need an admin account setup in Salesforce and an Office Manager scope within the Nova Portal.

User/Agent Identity: The Nova Portal uses email addresses through the integrator to Salesforce for identification.

If there's no email address on the Nova Agent/User, the Salesforce administrator can add the user's extension number in Salesforce to be identified by the integrator.

Go to Step 7 to see how to input the extension number in Salesforce.

Setup Steps:

1. Login to the Nova Portal
2. Access the "Integration" Tab and Select the "Enable" Button within the Salesforce Box
3. Log in to your Salesforce
4. Allow Access for the Connection
5. Integration Successfully Enabled
   1. Confirmation Message:
   2. Enabled Integration Icon:
6. Adding Users to the Integrator and locating Tokens
   1. Hit the "Pencil Icon"
   2. Enable Users for Calls, SMS, and Meetings Data Logging
   3. In the "Advanced" is where the Tokens can be located (Please note: Any edits to this can affect the outcome of the task within Salesforce)
      • Contact: [[phone_number]]
      • Employee: [[employee]]
      • Call Direction: [[call_direction]]
      • Call Time: [[call_start]]
      • Call Event: [[call_event]]
      • Recording: [[recording_url]] [[transcription]]
7. Adding Extension Numbers in Salesforce
   1. Go to Settings via the Gear Icon and then Setup (This will launch a new tab)
   2. Go to Users under the "Administration" column, go to "Users" within the dropdown and select "Edit" on the desired User
   3. Scroll Down to Extension and Add User's Extension Number
8. Navigate to Tasks and Search for Calls View
   1. How to Locate Calls:
9. Accessing Call Recordings
   1. Enabling Recordings on the Nova User:
   2. Go to Tasks > Select the Designated Call Record > Click the Recording Link in the Comments
   3. Enter your Email Address > Send Code OR Login (This will Pop a New Window to Authenticate)
   4. Enter Code and Select "Verify Code"
   5. Once authenticated, you will have access to the recording