How to Setup the Salesforce CRM Integrator - Revision history

ERyter at 15:47, 16 June 2026

2026-06-16T15:47:03Z

← Older revision		Revision as of 10:47, 16 June 2026
Line 14:		Line 14:
	# Allow Access for the Connection		# Allow Access for the Connection
	# Integration Successfully Enabled		# Integration Successfully Enabled
	#* Screen Prompt: <code>Integration Successfully Enabled, you can now close this window</code>		#* Screen Prompt/Confirmation Message: <code>Integration Successfully Enabled, you can now close this window</code>
	#* ~~Showing~~ "Enabled" in the ~~Nova Portal~~ (~~enabled~~ button will change to blue)		#* Nova Integrator Status: Salesforce is now showing "Enabled" in the "Integrations" tab (button will change to blue).
	# Adding Users to the Integrator and locating Tokens		# Adding Users to the Integrator and locating Tokens
	## From the Nova Portal under the "Integrations" tab, click the "Pencil" icon to the right of HubSpot.		## From the Nova Portal under the "Integrations" tab, click the "Pencil" icon to the right of HubSpot.

ERyter at 15:41, 16 June 2026

2026-06-16T15:41:37Z

← Older revision		Revision as of 10:41, 16 June 2026
Line 14:		Line 14:
	# Allow Access for the Connection		# Allow Access for the Connection
	# Integration Successfully Enabled		# Integration Successfully Enabled
	#~~# Confirmation Message~~: "Integration Successfully Enabled, you can now close this window"		#* Screen Prompt: <code>Integration Successfully Enabled, you can now close this window</code>
	## Showing "Enabled" in the Nova Portal.		#* Showing "Enabled" in the Nova Portal (enabled button will change to blue)
	# Adding Users to the Integrator and locating Tokens		# Adding Users to the Integrator and locating Tokens
	## From the Nova Portal under the "Integrations" tab, click the "Pencil" icon to the right of HubSpot.		## From the Nova Portal under the "Integrations" tab, click the "Pencil" icon to the right of HubSpot.

ERyter at 17:02, 15 June 2026

2026-06-15T17:02:17Z

← Older revision		Revision as of 12:02, 15 June 2026
Line 7:		Line 7:
	Go to Step 7 to see how to input the extension number in Salesforce.		Go to Step 7 to see how to input the extension number in Salesforce.

			'''<br />Setup Steps:'''
	Setup Steps:

	# Login to the Nova Portal		# Login to the Nova Portal
	# Access the "Integration" Tab and Select the "Enable" Button within the Salesforce Box		# Access the "Integration" Tab and Select the "Enable" Button within the Salesforce Box<blockquote>[[File:SalesforceIntegrator.png\|frameless\|549x549px]]</blockquote>
	# Log in to your Salesforce		# Log in to your Salesforce
	# Allow Access for the Connection		# Allow Access for the Connection
	# Integration Successfully Enabled		# Integration Successfully Enabled
	## Confirmation Message:		## Confirmation Message: "Integration Successfully Enabled, you can now close this window"
	## Enabled ~~Integration Icon:~~		## Showing "Enabled" in the Nova Portal.
	# Adding Users to the Integrator and locating Tokens		# Adding Users to the Integrator and locating Tokens
	## ~~Hit~~ the "Pencil ~~Icon~~"		## From the Nova Portal under the "Integrations" tab, click the "Pencil" icon to the right of HubSpot.
	## Enable Users for Calls, SMS, and Meetings Data Logging		## Enable Users for Calls, SMS, and Meetings Data Logging
	## 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)		## 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: <code><nowiki>[[phone_number]]</nowiki></code>		##* Contact: <code><nowiki>[[phone_number]]</nowiki></code>
	##* Employee: <code><nowiki>[[employee]]</nowiki></code>		##* Employee: <code><nowiki>[[employee]]</nowiki></code>
Line 27:		Line 26:
	##* Call Event: <code><nowiki>[[call_event]]</nowiki></code>		##* Call Event: <code><nowiki>[[call_event]]</nowiki></code>
	##* Recording: <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>		##* Recording: <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>
	# Adding Extension Numbers in Salesforce		# Adding Extension Numbers in Salesforce (Please Note: ''The steps below are in Salesforce Lightning Experience This step is crucial for identification if the user in the Nova portal does not have an email address associated to it.'')
	## Go to Settings via the Gear Icon and then Setup (This will launch a new tab)		## Go to Settings via the Gear Icon and then Setup (This will launch a new tab)
	## Go to Users under the "Administration" column, go to "Users" within the dropdown and select "Edit" on the desired User		## Go to Users under the "Administration" column, go to "Users" within the dropdown and select "Edit" on the desired User
	## Scroll Down to Extension and Add User's Extension Number		## Scroll Down to Extension and Add User's Extension Number
	~~# Navigate~~ to ~~Tasks and Search for Calls View~~		<code>If you have any questions about this process, or if you need assistance, please reach out to our Support Team by dialing HELP(4357) on your desk phone, calling (972) 924-6488, or submitting a ticket.</code>
	~~## How to Locate Calls:~~
	~~# Accessing Call Recordings~~
	~~## Enabling Recordings~~ on ~~the Nova User:~~
	~~## Go to Tasks > Select the Designated Call Record > Click the Recording Link in the Comments~~
	~~## Enter~~ your ~~Email Address > Send Code OR Login~~ (~~This will Pop a New Window to Authenticate~~)
	~~## Enter Code and Select "Verify Code"~~
	~~## Once authenticated~~, ~~you will have access to the recording~~

ERyter: Created page with "'''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 exte..."

2026-06-12T16:56:15Z

Created page with "'''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 exte..."

New page

'''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:

# Login to the Nova Portal
# Access the "Integration" Tab and Select the "Enable" Button within the Salesforce Box
# Log in to your Salesforce
# Allow Access for the Connection
# Integration Successfully Enabled
## Confirmation Message:
## Enabled Integration Icon:
# Adding Users to the Integrator and locating Tokens
## Hit the "Pencil Icon"
## Enable Users for Calls, SMS, and Meetings Data Logging
## 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: <code><nowiki>[[phone_number]]</nowiki></code>
##* Employee: <code><nowiki>[[employee]]</nowiki></code>
##* Call Direction: <code><nowiki>[[call_direction]]</nowiki></code>
##* Call Time: <code><nowiki>[[call_start]]</nowiki></code>
##* Call Event: <code><nowiki>[[call_event]]</nowiki></code>
##* Recording: <code><nowiki>[[recording_url]]</nowiki> <nowiki>[[transcription]]</nowiki></code>
# Adding Extension Numbers in Salesforce
## Go to Settings via the Gear Icon and then Setup (This will launch a new tab)
## Go to Users under the "Administration" column, go to "Users" within the dropdown and select "Edit" on the desired User
## Scroll Down to Extension and Add User's Extension Number
# Navigate to Tasks and Search for Calls View
## How to Locate Calls:
# Accessing Call Recordings
## Enabling Recordings on the Nova User:
## Go to Tasks > Select the Designated Call Record > Click the Recording Link in the Comments
## Enter your Email Address > Send Code OR Login (This will Pop a New Window to Authenticate)
## Enter Code and Select "Verify Code"
## Once authenticated, you will have access to the recording