{"id":987516698,"date":"2024-04-18T21:20:39","date_gmt":"2024-04-18T21:20:39","guid":{"rendered":"https:\/\/workspace.trace.pt\/available-in-beta-automatically-log-google-voice-calls-made-to-salesforce-contacts\/"},"modified":"2024-04-18T21:20:39","modified_gmt":"2024-04-18T21:20:39","slug":"available-in-beta-automatically-log-google-voice-calls-made-to-salesforce-contacts","status":"publish","type":"post","link":"https:\/\/workspace.trace.pt\/fr\/available-in-beta-automatically-log-google-voice-calls-made-to-salesforce-contacts\/","title":{"rendered":"Available in beta: automatically log Google Voice calls made to Salesforce contacts"},"content":{"rendered":"

What\u2019s changing\u00a0<\/h3>\n
Launching in beta, we\u2019re introducing an integration between Google Voice and Salesforce that makes it easier to track details of calls made in Voice. When enabled:\u00a0<\/div>\n
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Salesforce contacts will be displayed in Google Voice.\u00a0Google Voice calls will now be logged to any matching Salesforce contact.<\/p>\n
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Salesforce contacts are denoted with the Salesforce logo.\u00a0<\/span><\/div>\n
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Who\u2019s impacted<\/h3>\n
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Admins and end users<\/div>\n
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Why you\u2019d use it<\/h3>\n
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This integration helps improve visibility across the various stakeholders that rely on Salesforce as a key tool in their workflow. When enabled, Google Voice calls will be automatically logged in Salesforce, ensuring that there is a record of that interaction for all to see. Additionally, you can jump from Google Voice to the Salesforce call log to add notes and more context. This helps eliminate the need for users to switch between multiple applications and manual record keeping, and make it easier for other team members to see the latest activity in Salesforce.<\/div>\n
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Getting started<\/h3>\n
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Admins:\u00a0Eligible Google Workspace admins can request access to the beta using this sign-up form<\/a>.This feature will be OFF by default and can be enabled at the Organizational Unit (OU) level. Visit the Help Center to learn more about integrating CRM with Salesforce<\/a>.<\/p>\n
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To turn on the Google Voice and Salesforce integration, navigate to Apps > Google Workspace > Google Voice > Policies > Salesforce integration<\/span><\/div>\n
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You\u2019ll then be directed to the Google Voice and Salesforce connection page to complete the set-up.<\/span><\/div>\n
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End users: You\u2019ll see banners in Google Voice on web and mobile when this integration is enabled by your admin.\u00a0<\/p>\n

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Banners inside the Voice app will indicate when Salesforce has been integrated.<\/span><\/div>\n

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After you make a Voice Call to a Salesforce contact from either our web or mobile app, you will be notified that the call is logged to Salesforce in the call log.<\/div>\n<\/div>\n
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You\u2019ll see when a call has been logged to Salesforce \u2014 you can click on this notification to open Salesforce.<\/span><\/div>\n
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Logged calls within the Salesforce UI.<\/span><\/div>\n
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To make the most out of the integration, we recommend that you install the Google Voice Chrome Extension<\/a>.<\/div>\n
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Rollout pace<\/h3>\n
We will be accepting beta applications for this feature over the next several weeks. You can expect to hear back on the status of your beta application in about 2-3 business days.<\/div>\n
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Availability<\/h3>\n
Available to Google Workspace customers with Voice Standard or Premier and Salesforce Enterprise, Unlimited, or Lightning versions<\/div>\n
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Resources<\/h3>\n
Google Workspace Admin Help: Integrate CRM with Salesforce<\/a>Chrome Web Store: Google Voice<\/a>Beta Application<\/a><\/div>\n
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What\u2019s changing\u00a0 Launching in beta, we\u2019re introducing an integration between Google Voice and Salesforce that makes it easier to track details of calls made in Voice. When enabled:\u00a0 Salesforce contacts will be displayed in Google Voice.\u00a0Google Voice calls will now be logged to any matching Salesforce contact. Salesforce contacts are denoted with the Salesforce logo.\u00a0 […]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-987516698","post","type-post","status-publish","format-standard","hentry","category-noticias"],"acf":[],"_links":{"self":[{"href":"https:\/\/workspace.trace.pt\/fr\/wp-json\/wp\/v2\/posts\/987516698","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/workspace.trace.pt\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/workspace.trace.pt\/fr\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/workspace.trace.pt\/fr\/wp-json\/wp\/v2\/comments?post=987516698"}],"version-history":[{"count":0,"href":"https:\/\/workspace.trace.pt\/fr\/wp-json\/wp\/v2\/posts\/987516698\/revisions"}],"wp:attachment":[{"href":"https:\/\/workspace.trace.pt\/fr\/wp-json\/wp\/v2\/media?parent=987516698"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/workspace.trace.pt\/fr\/wp-json\/wp\/v2\/categories?post=987516698"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/workspace.trace.pt\/fr\/wp-json\/wp\/v2\/tags?post=987516698"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}